Smartsheet for Project Management and Collaboration

Simon Sez IT

This course includes downloadable course instructor files to work with and follow along.

Smartsheet for Project Management and Collaboration is designed to help you unlock the full potential of Smartsheet, whether you are a beginner or have some experience with the platform.

This course provides a broad overview of Smartsheet’s essential features and functionalities, enabling you to manage projects, collaborate with your team, and organize data efficiently. You will explore various applications of Smartsheet across different industries, allowing you to tailor the tool to your specific needs.

This course includes downloadable course instructor files to work with and follow along.

Smartsheet for Project Management and Collaboration is designed to help you unlock the full potential of Smartsheet, whether you are a beginner or have some experience with the platform.

This course provides a broad overview of Smartsheet’s essential features and functionalities, enabling you to manage projects, collaborate with your team, and organize data efficiently. You will explore various applications of Smartsheet across different industries, allowing you to tailor the tool to your specific needs.

Throughout the course, you will learn how to create and customize sheets from scratch or by using templates, ensuring your projects are well-structured and organized. You will learn to import Excel documents into Smartsheet while maintaining data integrity and applying conditional formatting to make your data visually informative. The course also covers different sheet views, including Grid, Gantt, Calendar, and Card, helping you choose the best view for tracking your projects.

Additionally, you will enhance collaboration by adding comments and attachments directly within your sheets. Learn to create sheet summaries that overview key metrics and data points. Gain practical skills in using formulas and filters to analyze data effectively, discover how to generate insightful reports, and set up automated workflows to streamline your processes. By the end of this course, you will know how to boost your productivity, improve your project management skills, and effectively leverage Smartsheet to achieve your goals. This course is perfect for project managers, team leaders, and administrative professionals looking to enhance efficiency and collaboration in any work environment.

Learning Objectives

In the course, you will learn how to:

Explore various Smartsheet applications across different industries.
Create and customize sheets from templates or from scratch.
Import Excel documents while maintaining data integrity.
Apply conditional formatting to highlight important data.
Utilize Grid, Gantt, Calendar, and Card sheet views.
Add comments to enhance team communication.
Attach files to sheets for better collaboration.
Create sheet summaries to overview key metrics.
Use formulas to calculate and analyze data.
Apply filters to organize and view data effectively.
Generate reports to track project progress.
Set up automated workflows to streamline processes.

This course includes:

104 minutes of video tutorials
20 individual video lectures
Course Files to follow along
Certificate of completion

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What's inside

Learning objectives

Explore various smartsheet applications across different industries.
Create and customize sheets from templates or from scratch.
Import excel documents while maintaining data integrity.
Apply conditional formatting to highlight important data.
Utilize grid, gantt, calendar, and card sheet views.
Add comments to enhance team communication.
Attach files to sheets for better collaboration.

Create sheet summaries to overview key metrics.
Use formulas to calculate and analyze data.
Apply filters to organize and view data effectively.
Generate reports to track project progress.
Set up automated workflows to streamline processes.
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Explore various smartsheet applications across different industries.
Create and customize sheets from templates or from scratch.
Import excel documents while maintaining data integrity.
Apply conditional formatting to highlight important data.
Utilize grid, gantt, calendar, and card sheet views.
Add comments to enhance team communication.
Attach files to sheets for better collaboration.
Create sheet summaries to overview key metrics.
Use formulas to calculate and analyze data.
Apply filters to organize and view data effectively.
Generate reports to track project progress.
Set up automated workflows to streamline processes.
Show more
Show less

Syllabus

Smartsheet Overview

Intro to Smartsheet

WATCH ME: Essential Information for a Successful Training Experience

DOWNLOAD ME: Course Files

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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 Smartsheet for Project Management and Collaboration with these activities:

Review Excel Fundamentals

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Reinforce your understanding of Excel, as Smartsheet can import Excel documents. This will help you transition smoothly and leverage existing data.

Browse courses on Excel Formulas

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Review basic Excel formulas and functions.
Practice importing data from various sources into Excel.
Experiment with conditional formatting to highlight key data points.

Read 'Smarter Working: How to Use Technology to Improve Your Time Management & Productivity'

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Gain a broader perspective on using technology for productivity. This book will help you understand the principles behind effective technology use.

View Alter Ego on Amazon

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Read the book and take notes on key concepts.
Reflect on how you can apply the book's principles to your Smartsheet projects.
Share your insights with classmates or colleagues.

Create a Project Tracking Sheet

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Solidify your understanding of Smartsheet by creating a project tracking sheet. This will give you hands-on experience with the platform's features.

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Define the scope and goals of your project.
Create a Smartsheet sheet with columns for tasks, deadlines, and assignees.
Implement conditional formatting to highlight overdue tasks.
Set up automated reminders for upcoming deadlines.

Four other activities

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Collaborate with Peers on a Smartsheet Project

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Enhance your understanding of Smartsheet by collaborating with peers. This will expose you to different perspectives and approaches.

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Form a study group with classmates.
Choose a Smartsheet project to work on together.
Divide the tasks and responsibilities among group members.
Share your progress and provide feedback to each other.

Build a Smartsheet Report

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Practice creating Smartsheet reports to track project progress. This will help you visualize data and make informed decisions.

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Define the purpose and scope of your report.
Select the data sources for your report.
Customize the report's layout and formatting.
Share your report with stakeholders.

Document Smartsheet Workflows

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Deepen your understanding of Smartsheet workflows by documenting them. This will help you internalize the concepts and share your knowledge with others.

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Choose a Smartsheet workflow to document.
Create a step-by-step guide with screenshots and explanations.
Share your documentation with classmates or colleagues for feedback.

Explore Advanced Smartsheet Features

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Expand your Smartsheet skills by exploring advanced features. This will help you leverage the platform's full potential.

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Identify advanced Smartsheet features you want to learn.
Find tutorials and documentation on those features.
Experiment with the features in your own Smartsheet projects.

Career center

Learners who complete Smartsheet for Project Management and Collaboration 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 Smartsheet for Project Management and Collaboration.

Alter Ego

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Provides a broader context for using tools like Smartsheet to improve productivity and time management. It offers strategies for leveraging technology to work more efficiently. While not specific to Smartsheet, it complements the course by providing a framework for effective technology use. It is more valuable as additional reading to enhance understanding of the principles behind using Smartsheet.