Smartsheet for Project Management - Earn 3.25 PDUs!

In this lesson we will walk through the steps of setting up a free Smartsheet trial.

In this lesson we will be introduced to the home screen, and will walk through the left panel menu, how to add Smartsheet items, and manage account administration, personal settings, colors/logos, contacts, and signing out.

In this lesson we will make a workspace, customize it, and discuss the benefits of using workspaces in Smartsheet. We will also create and discuss Smartsheet folders.

This quiz assesses your comprehension of some of the key points from section 1 – Introduction to Smartsheet.

In this lesson we will be introduced to the four elements of Smartsheet – Sheets, Reports, Dashboards, and Forms.

In this lesson we will introduce the frontend and backend of Smartsheet, and take a detailed walkthrough of how we will structure the data flow of the elements we will be building in this course.

In this lesson we will be introduced to creating sheets, choosing column types, and editing columns. We will also populate our first sheet with dummy data, which you are asked to copy.

In this lesson we will introduce the concept of hierarchy, how to add children (like tasks of a project) and grandchildren (like sub-tasks of tasks), how to expand/collapse hierarchy (which appears as a dropdown icon in sheets), how to turn on dependencies (i.e. incorporating waterfall methodology), and how to use Smartsheet to automatically calculate completion percentage of projects based on manually managed task completion percentages.

In this lesson we will learn how to add filters to our project sheet so that we can quickly and easily find projects/tasks that are “at risk” or “past due”.

In this lesson we will learn how to use conditional formatting on sheets.

In this lesson we will learn how to transfer data between sheets (i.e. sheet referencing, or cell linking). We will also be creating a sheet we will title “Metric Sheet” to calculate metrics necessary for the dashboard that will be built later in the course.

In this lesson we will learn about the four view types a Smartsheet sheet can be viewed in – Grid, Gantt, Card, Calendar.

In this lesson we will learn how to utilize the leftmost columns which includes row attachments, comments, proofs, alerts, locking rows, sending reminders, printing rows, and requesting updates by email.

In this lesson we cover types of sharing (individual items one-at-a-time, workspaces, folders), how to share each type, and the different sharing permission levels.

In this lesson we cover importing data from outside of Smartsheet, some alternatives to using the “import” option in Smartsheet, and some key points to keep in mind when importing into Smartsheet (e.g. maximum file size allowed, formula limitations, etc.)

In this lesson we will be introduced to the process of creating reports, and we will create our first report which will display all tasks and projects that are due within 5 days according to the project sheet.

In this lesson we will create our second report which will display all tasks and projects that are at risk according to the project sheet.

In this lesson we will create our third report which will display all tasks and projects that were completed in the past two weeks.

In this lesson we will be introduced to the process of making a dashboard, where our dashboard will fit into the flow chart of Smartsheet items we’ve made, and what each of the dashboard widgets allow us to do.

In this lesson we will learn how to add a hyperlinked logo to the project dashboard.

In this lesson we will learn how to add reports to the project dashboard. We will be adding the three reports built in previous lessons.

In this lesson we will learn how to add metric widgets to the project dashboard. The two metrics we will be adding are the “Number of At Risk Projects” and the “Customer 1 Projects” metrics. These metrics can be found in the metric sheet, which was created in a previous lesson.

In this lesson we will create our first chart (Chart 1 – Project Progress Breakdown) in the project dashboard. This will be a pie chart that will be located in the center of the dashboard.

In this lesson we will add our second chart (Chart 2 – Project Completion Breakdown) in the project dashboard. This will be a bar chart that will be located on the left side of the dashboard.

In this lesson we will create our third chart (Chart 3 – Project Budget Breakdown) in the project dashboard. This will be a bar chart located on the left side of the dashboard. This chart will require the addition of two new columns to our project sheet – “Budget Allocation” and “Budget Consumption.”

In this lesson we will create a “work order request” form, and the underlying sheet that receives the form’s submissions.

In the conclusion, we will go over some final tips and tricks, and walk through how to transfer the Smartsheet elements made in this course over to a paid plan.