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Workflow My Workload

You will learn how to create forms in Smartsheet and then manage the data that comes in by creating automations, workflows, Reminders, and conditional formatting. You will even learn how to turn your form into a QR code so anyone can scan and fill. I will guide you step by step in how to create the form the right way so that the data that comes in is formatted the way you desire it. You will learn how to automate workflows so that when new data comes in, from the new form submissions, nothing will be missed and everyone who you choose will be notified. You will also learn how to use the row actions to your advantage so that reminders are set in place and pictures and documents can be reviewed by the team. Within automations you will also learn how to set up workflows that allow your team to approve or deny a submission that is specifically sent to them. When you are done completing this course you will be confident in building out forms from scratch for your company. With a strong foundation in creating forms you will be building a strong base for the rest of your project management within Smartsheet.

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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.

Lesson #3: Forms

Quiz on Smartsheet Forms

Creating Automated Workflows

Managing the Data In Your Spreadsheet

Learn how to link your Form to a QR Code

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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 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

Show steps

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

Show steps

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:

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.

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Effort

44 total mins

Via

Udemy

Instructor

Justin A Orazio

Language

English

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