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Manage and Visualize Projects in Smartsheet

Rochelle Benjamin

-Updated for 2021-

This course will give you everything you need to build a project portfolio management solution in Smartsheet. And, get it done in one day.

I will walk you through all the steps to build a ready-to-launch solution equipped with automation workflows, reports, filters, and an appealing, easy-to-understand dashboard for your audience.

In this course, we will cover:

   · Smartsheet Basics

   · Developing key metrics for more impactful goals.

   · Creating a sheet to track and manage how projects are progressing.

Read more

-Updated for 2021-

This course will give you everything you need to build a project portfolio management solution in Smartsheet. And, get it done in one day.

I will walk you through all the steps to build a ready-to-launch solution equipped with automation workflows, reports, filters, and an appealing, easy-to-understand dashboard for your audience.

In this course, we will cover:

   · Smartsheet Basics

   · Developing key metrics for more impactful goals.

   · Creating a sheet to track and manage how projects are progressing.

   · Creating a sheet that quantifies your data for the dashboard.

   · Building a report that displays a Gantt view

   · Building automation workflows that save you time.

   · Building conditional formatting rules and filters to easily navigate sheets

   · Configuring a dashboard that will be digestible and attractive to your audience.

- Meet your instructor –

Rochelle is the CEO of Agilize Consulting based in Florida. She and her team work with clients around the world building solutions that amplify productivity in their organizations.

Her courses are tailored around real-life applications and scenarios that prove more valuable than generic instructional courses.

By the end of Rochelle's courses, you will have the working knowledge of the topic at hand and a ready-to-use solution that can be quickly integrated into your organization.

Enroll now

What's inside

Learning objectives

  • Get a crash course in smartsheet basics.
  • Develop key metrics for more impactful goals.
  • Create sheets that manage projects, and quantify your dashboard data.
  • Optimize sheets with filters, conditional formatting, and automation workflows.
  • Configure a digestible and attractive dashboard that will impress your boss.

Syllabus

Welcome to the Course!
Meet Your Instructor
Develop measurable goals and impactful metrics
Designing Measurable Goals + Impactful Metrics
Read more
Create the Project Portfolio sheet and build formulas
Smartsheet Basics
Creating Your Project Portfolio Sheet
Formulas, Formulas, Formulas!
Create sheet filters, conditional formatting rules, and workflows
Setting Conditional Formatting Rules
Cancel the Noise with Sheet Filters
Set It & Forget It: Automation Workflows
Build formulas to calculate data for key metrics
Building Reports
Creating the Metric Sheet
Build a dashboard highlighting your key metrics
Visualize Your Data
You will have gone from zero to solution! Well Done!
Congrats!

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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 Manage and Visualize Projects in Smartsheet with these activities:
Review Smartsheet Formulas
Practice using Smartsheet formulas to prepare for the course's focus on data quantification and dashboard creation.
Show steps
  • Review basic arithmetic and logical operators in Smartsheet.
  • Practice using common functions like SUM, AVERAGE, and IF.
  • Explore advanced functions like INDEX, MATCH, and COLLECT.
Review 'Smarter Spreadsheet Design'
Improve spreadsheet design skills by reviewing 'Smarter Spreadsheet Design', focusing on principles applicable to Smartsheet solutions.
View Alter Ego on Amazon
Show steps
  • Read the book and take notes on key design principles.
  • Identify how these principles can be applied to Smartsheet.
  • Implement these principles in your Smartsheet projects.
Build a Personal Project Tracker
Apply the course's principles by creating a Smartsheet project tracker for personal projects, reinforcing skills in sheet creation, formulas, and automation.
Show steps
  • Create a Smartsheet to track your personal projects.
  • Define key metrics to measure project progress.
  • Implement formulas to calculate project status and timelines.
  • Set up automation workflows to send reminders and updates.
Three other activities
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Show all six activities
Design a Project Portfolio Dashboard Mockup
Enhance dashboard design skills by creating a mockup of a project portfolio dashboard, focusing on visual appeal and data digestibility.
Show steps
  • Identify key metrics to display on the dashboard.
  • Sketch out different dashboard layouts and visualizations.
  • Choose the most effective layout for communicating project status.
  • Create a digital mockup of the dashboard using design software.
Explore Advanced Smartsheet Automation
Deepen understanding of Smartsheet automation by following tutorials on advanced workflows and integrations.
Show steps
  • Find tutorials on creating complex automation workflows.
  • Implement advanced features like webhooks and API integrations.
  • Test and refine the automation workflows for optimal performance.
Document Your Smartsheet Learning Journey
Solidify learning by documenting the process of building a project portfolio management solution in Smartsheet, including challenges and solutions.
Show steps
  • Create a blog post or article about your Smartsheet project.
  • Describe the steps you took to build the solution.
  • Share your insights and lessons learned with others.

Career center

Learners who complete Manage and Visualize Projects in Smartsheet 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 Manage and Visualize Projects in Smartsheet.
Cover image
Alter Ego
Save
Provides valuable insights into designing effective and user-friendly spreadsheets. It covers topics such as data organization, formula design, and visual presentation. While not specific to Smartsheet, the principles discussed can be applied to improve the design of Smartsheet solutions. It is more valuable as additional reading to enhance spreadsheet design skills.
Alter Ego
Paperback
Check
Alter Ego
Kindle Edition
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Effort
2 total hours
Via
Udemy
Instructor
Rochelle Benjamin
Language
English
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