Smartsheet for Project Management and Collaboration from Udemy

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

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

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Covers Grid, Gantt, Calendar, and Card sheet views, which are essential for visualizing and tracking project timelines and task dependencies in project management

Teaches learners to create automated workflows, which can significantly reduce manual effort and improve the efficiency of project management processes

Explores various Smartsheet applications across different industries, enabling learners to tailor the tool to their specific project management needs

Requires learners to have access to Smartsheet, which may require a subscription or license fee depending on their organization's existing software

Focuses on importing Excel documents, which may be less relevant for learners who primarily work with other data sources or prefer to create sheets from scratch

Reviews summary

Essential smartsheet skills for professionals

According to learners, this course provides a solid introduction to Smartsheet, particularly for those new to the platform or project management with the tool. Many find the content well-structured and the instructor clear and knowledgeable. The focus on practical applications, covering creating sheets, formulas, reports, and automated workflows, is frequently highlighted as a major strength. Students appreciate the inclusion of downloadable course files and helpful demonstrations that make following along easy. While largely positive, some more experienced users felt the pace was slow or wished for more advanced topics.

Downloadable files aid hands-on learning.

"Having the downloadable course files to follow along with the videos was extremely helpful."

"I loved being able to work directly in Smartsheet using the provided practice files."

"The course files really enhanced the hands-on experience and solidified my learning."

"Using the same sheets as the instructor made it much easier to replicate the steps."

Instructor explains topics clearly.

"The instructor is very clear and easy to understand. The explanations are concise."

"I really appreciated the instructor's teaching style; they made potentially complex topics simple."

"The lectures were well-paced and the instructor seemed very knowledgeable about Smartsheet."

"Excellent delivery by the instructor, making the learning process smooth."

Learn skills directly applicable to work.

"I can immediately apply what I've learned here to manage my projects more effectively at work."

"The course focuses on practical uses of Smartsheet features like formulas and reports that I need daily."

"Learning about workflows and collaboration tools has been very useful for my team projects."

"The examples provided felt very relevant to real-world project management tasks."

Excellent for beginners and learning the basics.

"This course was an excellent starting point for learning Smartsheet. It covers all the fundamental concepts needed."

"As a complete beginner, I found this course incredibly helpful. It laid a solid foundation for using Smartsheet."

"It's a great introductory course for anyone who needs to get up to speed with Smartsheet quickly for work."

"I had never used Smartsheet before, and this course walked me through everything step-by-step."

May be slow for some; lacks advanced topics.

"For someone with prior Smartsheet experience, the initial sections felt a bit slow."

"I was hoping for a deeper dive into more advanced formulas or complex workflow automations."

"It's a great overview, but perhaps not enough depth for power users looking to master every feature."

"If you already know the basics, you might find parts of this course redundant."

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'

Show steps

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

View Alter Ego: A Novel 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.

Show steps

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:

Project Manager

The role of a Project Manager often involves overseeing projects from initiation to completion, ensuring they are on time, within budget, and meet the required specifications. This course helps you manage projects comprehensively. Creating and customizing sheets from templates or from scratch helps with structuring projects in Smartsheet. Ultimately, the Smartsheet course can help a Project Manager organize, track, and collaborate on various project tasks. It may enhance your efficiency and contribution to a project team.

See salaries and explore the career path for Project Manager

Business Analyst

A Business Analyst identifies an organization's business needs and determines solutions to business problems. As such, a Business Analyst can benefit from this course. Extracting key metrics and data points by creating sheet summaries within Smartsheet may assist a Business Analyst. Using formulas to calculate and analyze data, along with generating insightful reports, will also be of use. With this course, a Business Analyst will be able to gain efficient data analysis skills.

See salaries and explore the career path for Business Analyst

Program Manager

A Program Manager oversees a group of related projects, often with the intention of achieving a strategic business goal. A Program Manager can create automated workflows to streamline processes in Smartsheet. Applying filters to organize data effectively, and generating reports to track project progress may be useful in this role. With this course, a Program Manager may be able to track, manage, and deliver programs.

See salaries and explore the career path for Program Manager

Data Analyst

The role of a Data Analyst involves collecting, cleaning, and interpreting data to provide insights that can inform business decisions. The Smartsheet course can help a Data Analyst organize and analyze information. Learning to import Excel documents while maintaining data integrity, applying conditional formatting to highlight important data, and using formulas to calculate and analyze data helps build a foundation with using Smartsheet. The course may enhance your analysis skills.

See salaries and explore the career path for Data Analyst

Team Lead

A Team Lead is responsible for guiding and managing a team to achieve specific goals. A Team Lead can benefit from this course by enhancing team communication and collaboration. Adding comments to enhance team communication and attaching files to sheets for better collaboration may be helpful. This course aids in project organization. A Team Lead will be able to coordinate a team effectively using this course.

See salaries and explore the career path for Team Lead

Operations Manager

An Operations Manager is responsible for ensuring that an organization's activities run smoothly and efficiently. An Operations Manager can apply this course to help optimize workflows and enhance collaboration through creating sheet summaries and adding comments. The course may also assist with the monitoring of data by using conditional formatting to highlight important data. This course helps an Operations Manager with data management.

See salaries and explore the career path for Operations Manager

Executive Assistant

An Executive Assistant provides high-level administrative support to executives, including managing schedules, coordinating meetings, and handling communications. For instance, an Executive Assistant can utilize this course to create and customize sheets from templates or from scratch to manage projects and keep track of tasks. Ultimately, the Smartsheet course will make an Executive Assistant more organized and efficient. With this course, an Executive Assistant can improve their productivity.

See salaries and explore the career path for Executive Assistant

Administrative Assistant

An Administrative Assistant provides clerical and organizational support to ensure efficient office operations. For the Administrative Assistant, this course may allow them to create and customize sheets from templates or from scratch to manage projects and keep track of tasks. Learning to add comments to enhance team communication and attaching files to sheets for better collaboration helps with administrative workflows. This course is helpful for the role of an Administrative Assistant.

See salaries and explore the career path for Administrative Assistant

Management Consultant

A Management Consultant advises organizations on how to improve their performance and efficiency. They analyze problems and develop solutions. This course provides a foundation for workflow organization. As a Management Consultant, you can explore various Smartsheet applications across different industries. This course may enhance your data and project management skills.

See salaries and explore the career path for Management Consultant

Sales Operations Analyst

A Sales Operations Analyst supports sales teams by analyzing data, optimizing processes, and managing sales tools. As a Sales Operations Analyst, the Smartsheet course may be useful for data management. For example, you can apply filters to organize and view data effectively, and generate reports to track project progress. If you choose to take this course, it may improve your sales analytics skills.

See salaries and explore the career path for Sales Operations Analyst

Marketing Coordinator

A Marketing Coordinator supports marketing campaigns and initiatives, assisting with tasks such as data analysis, content creation, and event planning. As a Marketing Coordinator, if a project needs to be tracked, this course can help you. Using formulas to calculate and analyze data, and generating reports to track project progress may be useful. This course may help a Marketing Coordinator keep on top of deliverables.

See salaries and explore the career path for Marketing Coordinator

Research Assistant

A Research Assistant supports research projects by collecting and analyzing data and assisting with administrative tasks. Creating and customizing sheets from templates or from scratch to organize project data in Smartsheet would be of use. You can also use formulas to calculate and analyze data, and apply filters to organize and view data effectively. This course, therefore, may improve a Research Assistant's organization.

See salaries and explore the career path for Research Assistant

Human Resources Specialist

A Human Resources Specialist manages various HR functions, such as recruitment, employee relations, and training. As a Human Resources Specialist, tracking employee data, ensuring data integrity when importing documents, and creating automated workflows to streamline processes would be of use. This course may improve HR data management.

See salaries and explore the career path for Human Resources Specialist

Business Development Manager

A Business Development Manager identifies and pursues new business opportunities to drive growth. As a Business Development Manager, you can use Smartsheet to track client interactions, manage project timelines, and monitor progress. Creating sheet summaries to overview key metrics may allow you to easily track potential deals. Overall, the Smartsheet course may help a Business Development Manager stay organized.

See salaries and explore the career path for Business Development Manager

Account Manager

An Account Manager maintains and grows relationships with existing clients. As an Account Manager, tracking client projects, managing project timelines, and monitoring project progress would be of use. Smartsheet applications across different industries may give a broad overview of how to tailor the tool to a specific client's needs. The Smartsheet course may help an account manager organize information.

See salaries and explore the career path for Account Manager

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

Save

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.

Alter Ego: A Novel

Paperback

Smartsheet for Project Management and Collaboration

What's inside

Learning objectives

Syllabus

Traffic lights

Save this course

Reviews summary

Essential smartsheet skills for professionals

Activities

Career center

Reading list

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