Smartsheet Project Management- Intermediate to Advanced from Udemy

This is an intermediate to advanced Smartsheet course that is based on the latest version and features available.

I will walk you through every step of using some of the most useful features in Smartsheet. We will focus on best practices from the industry.Smartsheet is one of the top collaboration tools on the market. It is used by thousands of organization to handle their team and project management needs. It is one of the best software tools to have in your resume if you want to advance your career.

In this Smartsheet course you will learn:

· Advanced formulas - learn how to create complex multi sheet solutions using cross-sheet formulas

· Creating professional dashboards in Smartsheet - not just how to do it but also some best practice tips from BI perspective

· Using the Solution Center to save time and build amazing solutions - no need to start from scratch every single time

· Proofing - how to use Proofing like a real PRO

· Best Practices for pro users

· How to backup your data within Smartsheet

· What are Summary and Driving Paths and how to use them in Smartsheet

· How utilize the Solution Center to create sprint based plans

· Integrations - the essentions of using Integrations in Smartsheet

and much, much more.

Enroll today and enjoy:

Lifetime access to the course
Exercises with real examples
Practical and easy to follow advanced Smartsheet course

Thanks again for checking out my course and I look forward to seeing you in the classroom

What's inside

Learning objectives

Advanced smartsheet formulas
Creating professional dashboards in smartsheet
Proofing in smartsheet

Workapps
Best practices of using the software

Advanced smartsheet formulas
Creating professional dashboards in smartsheet
Proofing in smartsheet
Workapps
Best practices of using the software

Syllabus

Introduction

Advanced Topics

Setting up your Smartsheet

Cross-sheet formulas

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Explores advanced formulas, which allows users to create complex multi-sheet solutions using cross-sheet formulas, enhancing their ability to manage intricate projects

Covers best practices for professional dashboards, offering tips from a BI perspective to help users create visually appealing and informative dashboards

Utilizes the Solution Center, enabling users to save time and build solutions, which eliminates the need to start from scratch and promotes efficient project development

Examines integrations with other applications, providing users with the essentials of using integrations in Smartsheet to streamline workflows and connect various tools

Requires access to the Admin Center, which may restrict access for some users depending on their role and permissions within their organization

Teaches how to back up data, which is essential for data protection and disaster recovery, but users should ensure the methods align with their organization's policies

Reviews summary

Mastering advanced smartsheet features

According to learners, this course offers a deep dive into Smartsheet's intermediate and advanced capabilities, making it highly relevant for professional development. Students particularly highlighted the valuable coverage of cross-sheet formulas, creating effective dashboards, and understanding integrations. Reviewers found the explanations clear and the practical examples and exercises instrumental in applying concepts to their work. While overwhelmingly positive, some noted the pace might require existing intermediate knowledge, and a few minor interface elements shown could benefit from updates reflecting the absolute latest Smartsheet version.

Mostly current, occasional minor updates needed.

"The course is based on recent features, which is great. Occasionally the interface looks slightly different now."

"It covers the core advanced topics really well, although Smartsheet updates frequently."

"Mostly up-to-date, very relevant for current Smartsheet users."

Pace may vary; prior knowledge helps.

"While labeled intermediate/advanced, some parts might be a bit fast if you don't have a solid intermediate base."

"Some sections felt a little slow if you are already comfortable with basic Smartsheet."

"I wish there was slightly more depth on a couple of the advanced automation examples."

Instructor explains complex topics well.

"The instructor's explanations are very clear and easy to follow, even on more complex topics."

"Lessons are bite-sized and to the point, making it easy to digest the information."

"I appreciate how the instructor walks you through each step logically."

Detailed look at key Smartsheet functions.

"The deep dive into cross-sheet formulas was exactly what I needed. Very comprehensive coverage."

"Learning how to build professional dashboards was a game-changer for my reporting."

"Proofing and Solution Center sections were well explained and demonstrated useful capabilities."

Real-world examples are very helpful.

"The real-world examples provided in the course are incredibly useful for applying Smartsheet concepts to actual projects."

"I immediately used the techniques learned to improve my project workflows at work. It's very practical."

"Loved the hands-on exercises; they really solidified my understanding of the advanced features."

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 Smartsheet Project Management- Intermediate to Advanced with these activities:

Review Excel Formulas

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Reviewing Excel formulas will help you understand the logic behind Smartsheet formulas, especially cross-sheet formulas.

Browse courses on Excel Formulas

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Practice basic arithmetic formulas in Excel.
Review lookup and reference functions.
Familiarize yourself with conditional statements.

Read 'Effective Project Management: Traditional, Agile, Extreme, Hybrid'

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Reading this book will provide a broader understanding of project management principles, enhancing your ability to apply Smartsheet effectively.

View Effective Project Management: Traditional,... on Amazon

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Read the chapters on traditional project management.
Read the chapters on agile project management.
Take notes on key concepts and methodologies.

Read 'The Smartsheet Handbook'

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Reading this handbook will provide practical guidance and real-world examples to enhance your Smartsheet skills.

View Alter Ego: A Novel on Amazon

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Read the chapters relevant to your specific needs.
Try out the examples and exercises in the book.
Refer back to the book as needed for reference.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Create a Personal Project Tracker

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Creating a personal project tracker in Smartsheet will allow you to practice using the software's features in a low-stakes environment.

Show steps

Define the scope and goals of your personal project.
Create a Smartsheet sheet to track tasks and deadlines.
Implement formulas to calculate progress and status.
Create a dashboard to visualize project status.

Explore Smartsheet Solution Center Tutorials

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Following tutorials on the Smartsheet Solution Center will expose you to pre-built solutions and templates, saving you time and effort.

Show steps

Browse the Solution Center for relevant templates.
Follow the tutorials for setting up and customizing the templates.
Adapt the templates to your own project needs.

Document Smartsheet Best Practices

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Documenting Smartsheet best practices will reinforce your understanding of the software and its optimal usage.

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Research Smartsheet best practices from various sources.
Organize the best practices into categories.
Write clear and concise descriptions of each practice.
Share your documentation with other Smartsheet users.

Build a Smartsheet Dashboard for a Fictional Company

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Building a Smartsheet dashboard for a fictional company will allow you to apply your knowledge of dashboards and data visualization.

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Define the key performance indicators (KPIs) for the company.
Design the layout and structure of the dashboard.
Connect the dashboard to relevant Smartsheet data.
Implement visualizations to display the KPIs effectively.

Career center

Learners who complete Smartsheet Project Management- Intermediate to Advanced will develop knowledge and skills that may be useful to these careers:

Project Manager

As a project manager, you help organizations plan, execute, and finalize projects according to strict deadlines and within budget. This Smartsheet course helps project managers to enhance their skills in using this popular collaboration tool. Learning advanced formulas, dashboard creation, and best practices for project management directly contribute to your success as a project manager. You will learn how to create sprint based plans, build professional dashboards, and utilize the solution center. The course also covers critical path, summary path, and driving path. This course focuses on best practices from the industry.

See salaries and explore the career path for Project Manager

Program Manager

The program manager oversees multiple related projects, often with the intention of achieving a strategic business goal. This Smartsheet course helps program managers use a best-in-class tool for managing complexity and coordination across different projects. The course will show you how to automate reports using formulas, integrate with other applications, and manage the admin center. You may find the advanced topics will broaden your knowledge of project reporting. As a Program Manager, you may be especially interested in the Smartsheet mobile app, which will help you stay connected and informed on the go.

See salaries and explore the career path for Program Manager

Project Coordinator

The project coordinator supports the project manager, handling administrative tasks, tracking project progress, and ensuring smooth communication among team members. This Smartsheet course helps project coordinators to become more efficient and effective in their role. The course will show project coordinators how to automate reports using formulas, integrate with other applications, and manage project related documents. You will learn best practices of the software. Additionally, the course will show you how to backup your data within Smartsheet.

See salaries and explore the career path for Project Coordinator

Team Lead

A team lead is responsible for guiding and supporting a team of individuals, ensuring that they meet their goals and objectives. As a team lead, this Smartsheet course helps you manage your team more effectively by teaching you how to use Smartsheet to track progress, assign tasks, and communicate with team members. Setting up your Smartsheet with best practices from the industry, and learning how to create professional dashboards, may assist you. The course also covers advanced meetings management in Smartsheet.

See salaries and explore the career path for Team Lead

Scrum Master

The scrum master facilitates agile project management methodologies within a team, ensuring adherence to scrum principles and removing impediments. The Smartsheet course helps scrum masters to create sprint based agile projects from templates in under 10 minutes using the software solution center. Learning about critical path, summary path, and driving path will help you optimize project timelines and deliverables, and this course focuses on best practices from the industry. A scrum master would find the material on advanced meetings management useful as well.

See salaries and explore the career path for Scrum Master

Executive Assistant

Executive assistants provide high-level administrative support to top executives within an organization. This Smartsheet course helps executive assistants to efficiently manage tasks, schedules, and projects for executives using Smartsheet tools. Automating reports using formulas, integrating with other applications, and backing up data within Smartsheet may streamline workflows. Additionally, learning advanced meetings management in Smartsheet can help with coordinating executive meetings and follow-ups.

See salaries and explore the career path for Executive Assistant

Project Management Office Director

The director of the Project Management Office or PMO is responsible for establishing and maintaining project management standards, methodologies, and governance within an organization. If you want to become the PMO director, this Smartsheet course helps PMO directors to learn how to set up a project management office using Smartsheet's PMO template set. You will learn how to create project intake processes, automate project sponsor approval processes, and create project reports and dashboards. Also, the topics related to portfolio level views may be useful to you.

See salaries and explore the career path for Project Management Office Director

Operations Manager

An operations manager oversees the day-to-day activities of an organization, ensuring that processes are efficient and effective. This Smartsheet course helps operations managers to streamline processes, improve communication, and track progress. You may find the integrations with other applications will allow you to seamlessly connect Smartsheet with other tools, and you will learn the best practices for pro users. The course also shows how to automate reports using formulas, and will show you how to backup your data within Smartsheet.

See salaries and explore the career path for Operations Manager

Business Intelligence Analyst

A business intelligence analyst examines data to identify trends and insights that help companies make better business decisions. This Smartsheet course helps business intelligence analysts because it teaches you how to create professional dashboards in Smartsheet. You will also learn best practice tips from a business intelligence perspective on how to create multi sheet solutions. The topics in this course dealing with cross-sheet formulas and advanced formulas may be useful for data visualization, and you will learn more about automating reports using formulas.

See salaries and explore the career path for Business Intelligence Analyst

Process Improvement Specialist

Process improvement specialists analyze and improve organizational processes to enhance efficiency and reduce waste. If you want to become a process improvement specialist, this Smartsheet course helps you identify inefficiencies and implement solutions using Smartsheet. This course on Smartsheet may be useful. The course covers advanced formulas, integrations, and automation. Also, you will learn how to backup your data within Smartsheet.

See salaries and explore the career path for Process Improvement Specialist

Business Analyst

A business analyst analyzes an organization's processes and systems, assessing the business model and its integration with technology. This Smartsheet course may be helpful to business analysts because it provides best practices on one of the top collaboration tools on the market. You will be able to model and streamline business processes effectively. The advanced formulas, integrations, and automation covered in this course may also be useful in creating effective solutions.

See salaries and explore the career path for Business Analyst

Systems Analyst

A systems analyst researches problems and plans solutions, recommends software and systems, and coordinates development between business and technical teams. As a systems analyst, this Smartsheet course may be useful to learn how to create complex multi sheet solutions using cross-sheet formulas. You'll also learn integrations, advanced topics, and how to automate reports using formulas. This course focuses on best practices from the industry.

See salaries and explore the career path for Systems Analyst

Data Analyst

Data analysts interpret data, analyze results using statistical techniques, and provide ongoing reports. If you wish to work as a data analyst, this Smartsheet course may be useful to learn advanced Smartsheet formulas and how to create dashboards. You will also learn integrations, advanced topics, and how to automate reports using formulas. You may find this course helpful if you need to create reports or dashboards for your organization.

See salaries and explore the career path for Data Analyst

Consultant

Consultants provide expert advice to organizations on how to improve their performance and efficiency. This Smartsheet course may be useful to consultants because it shows you best practices on one of the top collaboration tools on the market. You will also be able to model and streamline business processes effectively. The advanced formulas, integrations, and automation covered in this course may also be useful in creating effective solutions.

See salaries and explore the career path for Consultant

Chief Technology Officer

The chief technology officer oversees the company's technology operations. If you wish to be the CTO, then this Smartsheet course may be useful as it introduces Smartsheet and its various facets. The course also covers advanced meetings management in Smartsheet, which may be useful for high level project deployment.

See salaries and explore the career path for Chief Technology Officer

Reading list

We've selected two 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 Smartsheet Project Management- Intermediate to Advanced.

Effective Project Management

Save

While not specific to Smartsheet, this book provides a comprehensive overview of project management methodologies, including traditional, agile, and hybrid approaches. Understanding these methodologies is crucial for effectively utilizing Smartsheet's features for project planning and execution. offers valuable context and best practices for project management in general.

Effective Project Management: Traditional, Agile,...

Paperback

Effective Project Management: Traditional, Agile,...

Kindle Edition

Alter Ego

Save

Practical guide to using Smartsheet effectively. It covers a wide range of topics, from basic sheet creation to advanced automation and integration. It useful reference tool for both beginners and experienced Smartsheet users. It adds more depth to the existing course by providing real-world examples and case studies.

Alter Ego: A Novel

Paperback

Smartsheet Project Management- Intermediate to Advanced

What's inside

Learning objectives

Syllabus

Traffic lights

Save this course

Reviews summary

Mastering advanced smartsheet features

Activities

Career center

Reading list

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