Workflow My Workload from Udemy

What's inside

Learning objectives

Confidently navigate your way around on smartsheet from top to bottom
Create task lists for your teams
Learn how to easily transfer mass excel data into smartsheet automatically.
Create and manage workflows for your business through smartsheet
Create automations through smartsheet to streamline your workflows
Create and manage gnatt charts
Create forms to caputure responses and data from anyone
Create qr codes that can take anyone to the form you just created
Create metric sheets that capure the data from forms
Create formulas confidently on the same sheet

Create formulas confidently that cross over multiple sheets
Create dashboards that are professional, clean, and have clarity
Create dashboards that gather data from metric sheets that consolidate the info in a clean clear way to understand
Create automation within sheets to streamline work you and others
Create forms that capture specific responses that automatically get put on your custom pdf
Learn how to make pos (purchase orders) and forms that request pos.
Create and manage reports
Learn how to cell link between sheets.
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Confidently navigate your way around on smartsheet from top to bottom
Create task lists for your teams
Learn how to easily transfer mass excel data into smartsheet automatically.
Create and manage workflows for your business through smartsheet
Create automations through smartsheet to streamline your workflows
Create and manage gnatt charts
Create forms to caputure responses and data from anyone
Create qr codes that can take anyone to the form you just created
Create metric sheets that capure the data from forms
Create formulas confidently on the same sheet
Create formulas confidently that cross over multiple sheets
Create dashboards that are professional, clean, and have clarity
Create dashboards that gather data from metric sheets that consolidate the info in a clean clear way to understand
Create automation within sheets to streamline work you and others
Create forms that capture specific responses that automatically get put on your custom pdf
Learn how to make pos (purchase orders) and forms that request pos.
Create and manage reports
Learn how to cell link between sheets.
Show more
Show less

Syllabus

You learn how to create Forms in Smartsheet, and then take that data that comes in and manage it however you would like with automations, workflows, etc.

Traffic lights

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what should give you pause

and possible dealbreakers

Teaches Smartsheet, which is a leading platform for project management, workflow automation, and collaborative work management, making it highly relevant for professionals in these fields

Develops skills in creating forms, automating workflows, and managing data, which are essential for streamlining business processes and improving team collaboration

Explores the creation of QR codes linked to forms, which can be a creative approach to data collection and accessibility for a wide range of users and devices

Focuses on a specific software, Smartsheet, so learners should ensure that this software aligns with their current tech stack and organizational needs before enrolling

Requires access to Smartsheet, which may involve a subscription or licensing fee, potentially posing a barrier for some learners without institutional access

Reviews summary

Practical smartsheet workflow management

According to learners, this course provides practical skills for managing workloads and streamlining processes using Smartsheet. Students praise the clear, step-by-step guidance provided by the instructor, which helps them effectively learn how to create forms, build automations, and develop useful dashboards and reports. Many found they could immediately apply the techniques learned to their work, making it a highly recommended resource for professionals. While offering a solid foundation in core features, a few reviewers noted that some more advanced topics could receive greater depth.

Great start, some desire more depth.

"A good introduction to Smartsheet workflows. Covers the basics... though they could have gone into a bit more depth."

"Some of the more advanced automation logic wasn't covered in detail, which would have been helpful. Still, a great starting point."

"Useful course for getting started with Smartsheet forms and basic automations."

"Gives a solid introduction to Smartsheet workflows."

Focuses on forms, automations, dashboards.

"This course was exactly what I needed to get a handle on Smartsheet forms and automations."

"Learned how to use conditional formatting effectively and build dashboards..."

"Covers the basics of forms, automations, and reports well."

"Loved this course! ...confidently building forms and automating tasks. The QR code part was a nice bonus."

Easy-to-follow guidance on features.

"The step-by-step guidance was clear and easy to follow."

"Fantastic course! The instructor explains everything clearly."

"The instructor paced it well and provided great examples."

"Useful course for getting started... The explanations are clear."

Instantly use skills for your work.

"I was able to immediately implement what I learned into my daily workflow."

"Learned how to use conditional formatting effectively and build dashboards that actually make sense. The practical examples made it easy to apply to my own projects."

"Very practical and focused on real-world application."

"Excellent course for practical Smartsheet usage. Focused on forms, automations, and reports which are critical for my job... Highly applicable."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Workflow My Workload with these activities:

Review Smartsheet Fundamentals

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Reinforce your understanding of Smartsheet basics to ensure a smooth learning experience in creating forms and workflows.

Browse courses on Spreadsheet Software

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Review Smartsheet's interface and core functionalities.
Practice creating basic sheets and using formulas.
Familiarize yourself with different view options (Grid, Gantt, Calendar).

Review 'Smarter Spreadsheet Skills: Microsoft Excel'

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Gain a deeper understanding of spreadsheet principles, which are transferable to Smartsheet, enhancing your ability to create effective forms and workflows.

View Business Analysis: Microsoft Excel 2010... on Amazon

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Read the chapters on formulas and data validation.
Practice applying the concepts learned in Excel to Smartsheet.

Document Your Workflow Process

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Solidify your understanding of workflow creation by documenting the steps involved in a specific process you want to automate using Smartsheet.

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Choose a real-world workflow you want to document.
Outline each step in the workflow, including inputs, actions, and outputs.
Identify opportunities for automation using Smartsheet forms and workflows.
Create a visual representation of the workflow (e.g., flowchart).

Four other activities

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Form Creation Practice

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Reinforce your form creation skills by repeatedly creating different types of forms with varying data validation rules and conditional logic.

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Create a form for collecting customer feedback.
Create a form for submitting purchase requests.
Create a form for tracking project tasks.

Automate a Purchase Order System

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Apply your knowledge by building a complete purchase order system in Smartsheet, including form submission, approval workflows, and data tracking.

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Design a form for submitting purchase order requests.
Create an automated workflow for routing requests to approvers.
Set up a sheet to track the status of each purchase order.
Create a dashboard to visualize key metrics (e.g., total spend, approval times).

Build a Project Management Dashboard

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Demonstrate your mastery of Smartsheet by creating a comprehensive project management dashboard that visualizes key project metrics and provides real-time insights.

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Identify the key metrics you want to track (e.g., task completion, budget, risks).
Create metric sheets to collect and aggregate the data.
Design a visually appealing and informative dashboard layout.
Add charts, reports, and key performance indicators (KPIs) to the dashboard.

Help Others on Smartsheet Forums

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Reinforce your knowledge by helping other users on Smartsheet forums with questions related to form creation, workflows, and data management.

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Find a Smartsheet forum or online community.
Browse the forum for questions related to the course topics.
Provide helpful and accurate answers to other users' questions.

Career center

Learners who complete Workflow My Workload will develop knowledge and skills that may be useful to these careers:

Forms Designer

Forms Designers specialize in creating effective and user-friendly forms for data collection. This course provides direct training in creating forms in Smartsheet, designing QR codes for form access, and customizing the forms for specific data capture needs. The lesson on forms in Smartsheet is obviously relevant for a Forms Designer. A course like this would equip a Forms Designer with the skills to create forms that automatically populate custom PDFs and streamline data collection processes.

See salaries and explore the career path for Forms Designer

Automation Consultant

Automation Consultants advise businesses on how to automate processes to improve efficiency and reduce costs. This course directly aligns with the role as it focuses on creating forms, automating workflows, and managing the resulting data. The course's focus on how to automate workflows and its strong foundation in form creation will be especially helpful. Completing this course would help you provide informed recommendations to clients on how Smartsheet can automate their workflows and improve their business operations.

See salaries and explore the career path for Automation Consultant

Workflow Automation Specialist

The Workflow Automation Specialist focuses on designing and implementing automated processes to improve efficiency. This course will help you learn how to create forms, automate workflows, and manage associated data, all vital for workflow design. This course teaches how to build forms from scratch and automate workflows, providing a solid foundation for automating business processes. Because of the course's focus on creating automated workflows, anyone seeking to be a Workflow Automation Specialist should certainly take this course.

See salaries and explore the career path for Workflow Automation Specialist

Data Manager

Data Managers oversee the collection, storage, and management of data within an organization. This course is relevant because it teaches how to create forms for data capture, manage data through automations and workflows, and ensure data is formatted correctly. The course teaches you how to manage the data in your spreadsheets. By learning to automate data workflows and manage data effectively, you, as a Data Manager, can enhance your organization's data management processes and efficiency.

See salaries and explore the career path for Data Manager

Project Coordinator

Project Coordinators oversee project tasks, ensuring they are completed on time and within budget. Using Smartsheet, they can organize workflows and track progress. The course's focus on creating forms, automating workflows, and managing data will help you as Project Coordinator to build a strong foundation for project management within Smartsheet. Skills such as creating Gantt charts and dashboards would be helpful. This course will enable you to collect data, create automated notifications, set reminders, and manage approvals effectively, all of which are valuable for project coordination.

See salaries and explore the career path for Project Coordinator

Business Intelligence Analyst

A Business Intelligence Analyst analyzes data to identify trends and insights that can help a company make better business decisions. This course will help you learn how to create forms in Smartsheet to capture data and automate its collection, which is vital for a Business Intelligence Analyst. This course also teaches you how to create metric sheets and dashboards to present data in a clear and understandable way. By learning to streamline data collection and create insightful dashboards, you will be equipped to support data-driven decision-making within your organization.

See salaries and explore the career path for Business Intelligence Analyst

Project Assistant

Project Assistants support project managers by handling administrative tasks and ensuring projects run smoothly. This course is valuable for a Project Assistant because it teaches how to create forms, automate workflows, and manage data, all vital for project management. The course helps build a strong foundation for project management within Smartsheet and skills like creating Gantt charts can be very helpful. By learning to collect data, automate notifications, set reminders, and manage approvals effectively, a Project Assistant can better support project managers and improve project outcomes.

See salaries and explore the career path for Project Assistant

Process Improvement Coordinator

A Process Improvement Coordinator identifies and implements strategies to enhance operational efficiency within an organization. This course will help you learn how to create forms in Smartsheet and manage data effectively, which is crucial for a Process Improvement Coordinator who needs to collect and analyze information. The course teaches how to create automated workflows, which is a great skill to have in this role. By learning to streamline workflows and manage data, you will be equipped to design more efficient and effective business operations.

See salaries and explore the career path for Process Improvement Coordinator

Business Process Analyst

A Business Process Analyst examines and improves business operations, looking for inefficiencies and areas for automation. This course will help you learn how to create forms in Smartsheet and manage data effectively, which is crucial for a Business Process Analyst who needs to collect and analyze information. This course can help you create automated workflows and manage data within spreadsheets, skills directly applicable to streamlining business processes. By learning to create forms, automate workflows, and manage data, you will be equipped to design more efficient and effective business operations.

See salaries and explore the career path for Business Process Analyst

Office Manager

An Office Manager is responsible for organizing and coordinating office operations and procedures to ensure organizational effectiveness and efficiency. This course will help an Office Manager by teaching them how to use Smartsheet to create forms, automate workflows, and manage data effectively. The course provides a strong foundation in form creation and workflow automation, which are essential for managing office tasks. The course objective of creation and management of workflows for business is directly aligned with this role.

See salaries and explore the career path for Office Manager

Data Entry Clerk

Data Entry Clerks input and manage data, ensuring accuracy and organization. This course will help you learn how to create forms in Smartsheet, capture data efficiently, and manage it through automations and workflows. The course enhances skills in managing data within spreadsheets and creating forms to capture specific responses. By learning to automate data input and streamline data collection processes, a Data Entry Clerk can significantly improve their efficiency and accuracy, making their work faster and more effective.

See salaries and explore the career path for Data Entry Clerk

Data Entry Specialist

Data Entry Specialists input and manage data, ensuring accuracy and efficiency. This course is directly relevant as it teaches how to create forms in Smartsheet, capture data, and manage it through automations and workflows. The course's lesson on managing data in spreadsheets is directly applicable. By learning to create forms that capture specific responses and automate data input, a Data Entry Specialist can enhance their efficiency and accuracy in data management, ultimately streamlining data processes.

See salaries and explore the career path for Data Entry Specialist

Reporting Analyst

A Reporting Analyst is responsible for generating reports that provide insights into business performance. This course may be useful when it comes to creating forms to capture necessary information and automate the collection of data for reports. The topics of reports and metrics, in the course learning objectives, are aligned with the role of a Reporting Analyst. The course provides a practical approach to streamlining workflows and generating reports from captured data.

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Database Administrator

Database Administrators manage and maintain databases, ensuring data is accessible, accurate, and secure. This course may be useful because it teaches how to create forms for data capture and manage data through automations. This course also teaches how to manage data in spreadsheets. By learning to streamline data collection and manage data effectively within Smartsheet, a Database Administrator may find this course helpful for integrating data from various sources into a database.

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System Administrator

System Administrators manage an organization's computer systems, ensuring they run smoothly and efficiently. This course may be useful because it teaches how to create forms for data capture and manage data through automations. The topic of creating automations through Smartsheet to streamline workflows is aligned with the role of a System Administrator. By learning to streamline data collection and manage data effectively within Smartsheet, a System Administrator may find this course helpful for integrating data from various sources into a system.

See salaries and explore the career path for System Administrator

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Workflow My Workload.

Business Analysis

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Provides a solid foundation in spreadsheet concepts, even though it focuses on Excel. Understanding the underlying principles of data manipulation, formulas, and functions will greatly benefit your Smartsheet workflow creation. While not directly Smartsheet-focused, it offers valuable background knowledge. Consider this book as additional reading to broaden your understanding of spreadsheet software.

Business Analysis: Microsoft Excel 2010 (MrExcel...

Kindle Edition

Workflow My Workload

What's inside

Learning objectives

Syllabus

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Reviews summary

Practical smartsheet workflow management

Activities

Career center

Reading list

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