Manage and Visualize Projects in Smartsheet from Udemy

-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.

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.

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

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a practical, hands-on approach to building project portfolio management solutions directly within Smartsheet, which is valuable for immediate application

Covers Smartsheet basics while also delving into more advanced features like automation workflows and conditional formatting, enhancing overall proficiency

Focuses on building dashboards that are both digestible and visually appealing, which is essential for communicating project status and key metrics effectively

Aims to equip learners with a ready-to-launch solution in a single day, which is ideal for those needing quick results and immediate implementation

Updated for 2021, which means that it may not cover the latest features and updates in Smartsheet, potentially requiring users to seek additional resources

Requires familiarity with Smartsheet, which may pose a challenge for individuals with no prior experience using the platform

Reviews summary

Practical smartsheet project and dashboard building

According to learners, this course provides a practical, hands-on guide to using Smartsheet for project management. Many appreciate the focus on building a ready-to-launch project portfolio solution quickly, with several finding it possible to apply the concepts and build a dashboard in about a day. Students highlight the value of learning to create useful dashboards, implement automation workflows, and build key formulas. While largely seen as highly valuable for professionals needing to manage projects, some feedback suggests it is best suited for those new to Smartsheet or project portfolio management, potentially lacking depth for more advanced users seeking extensive Smartsheet knowledge or complex solutions.

Instructor explains concepts and steps clearly.

"Rochelle is a very clear and engaging instructor, easy to follow along with."

"I appreciated the instructor's real-world examples and straightforward explanations."

"The instructor's teaching style makes learning Smartsheet feel less daunting."

Highlights building useful dashboards and workflows.

"Learning to build the dashboard was the most impactful part for me, it's a powerful visualization tool."

"The section on automation workflows provided immediately applicable techniques to save time."

"The course covers essential features like conditional formatting, filters, and automation very effectively."

Provides steps to build a working solution fast.

"I completed the course and had a working project portfolio dashboard up and running within a day, just as promised."

"The instructor breaks down the process so you can quickly build a useful Smartsheet solution."

"Great course if you need to get a project portfolio management tool set up fast."

Focuses on real-world use cases and building a solution.

"I found this course highly beneficial for applying Smartsheet concepts directly to my project management tasks."

"The course is very practical and focuses on building a real-world project portfolio solution you can actually use."

"I learned practical tools and strategies that I could apply immediately to my work."

"This course helped me understand how to leverage Smartsheet effectively for my projects."

Useful introduction but may lack advanced detail.

"This is a good course for beginners getting started with Smartsheet and project tracking."

"While excellent for getting a basic portfolio set up, I would need more advanced training for complex Smartsheet functions."

"The pace is fast, which is great for the 'one-day' goal, but might be challenging if you're completely new or want deep dives."

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

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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'

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Improve spreadsheet design skills by reviewing 'Smarter Spreadsheet Design', focusing on principles applicable to Smartsheet solutions.

View Alter Ego: A Novel on Amazon

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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

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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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Design a Project Portfolio Dashboard Mockup

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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

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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

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Solidify learning by documenting the process of building a project portfolio management solution in Smartsheet, including challenges and solutions.

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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:

Portfolio Manager

A portfolio manager oversees a collection of projects and programs, ensuring they align with strategic objectives and deliver maximum value. This course helps portfolio managers who need to use Smartsheet to manage their project portfolio, track progress, and report on performance. The course's focus on building a project portfolio management solution in Smartsheet directly addresses the needs of a portfolio manager. Creating sheets to track project metrics, building reports that display summary data, and configuring dashboards enables the portfolio manager to gain insights into portfolio performance. In addition, developing key metrics is an important skill for this role.

See salaries and explore the career path for Portfolio Manager

Program Manager

A program manager oversees multiple related projects, often aimed at achieving a strategic objective. This course helps program managers who are responsible for managing a portfolio of projects and ensuring alignment with organizational goals. The course's focus on building a project portfolio management solution in Smartsheet directly addresses the needs of a program manager. Creating sheets to track project progress, building reports that display Gantt views, and configuring dashboards contribute to a program manager's day-to-day activities. The ability to create automation workflows and set conditional formatting rules improves efficiency and visibility across the program.

See salaries and explore the career path for Program Manager

Project Manager

A project manager coordinates and oversees projects, ensuring they are completed on time, within budget, and according to specifications. This course helps project managers develop essential skills in project portfolio management using Smartsheet, a valuable tool for tracking progress and managing resources. The course's focus on creating sheets to track project progress, building reports that display Gantt views, and configuring informative dashboards directly translates to a project manager's daily tasks. The ability to build automation workflows to save time, and set conditional formatting rules and filters to easily navigate sheets supports effective project oversight. Learning to develop key metrics for impactful goals enables a project manager to ensure projects align with organizational objectives.

See salaries and explore the career path for Project Manager

Project Coordinator

A project coordinator supports project managers by handling administrative tasks, tracking progress, and facilitating communication. This course helps project coordinators who want to improve their skills in using Smartsheet to manage projects. The course's instruction in creating sheets to track projects, building reports, and setting conditional formatting rules directly supports the coordinator's daily tasks. Learning to develop key metrics and configure dashboards improves the coordinator's ability to provide stakeholders with timely and accurate information. Project coordinators often build formulas for reports.

See salaries and explore the career path for Project Coordinator

Process Improvement Specialist

A process improvement specialist identifies and implements ways to improve organizational efficiency and effectiveness. This course helps process improvement specialists who are looking for tools and techniques to streamline project management processes. The course's emphasis on building automation workflows and setting conditional formatting rules aligns with the specialist's need to eliminate bottlenecks and improve efficiency. The course's focus on creating sheets to track projects and building reports provides the specialist with data to analyze and identify areas for improvement. The ability to create measurable goals and impactful metrics enable the specialist to quantify the impact of improvement initiatives.

See salaries and explore the career path for Process Improvement Specialist

Operations Manager

An operations manager oversees the day-to-day activities of an organization to ensure efficiency and effectiveness. This course helps operations managers who are responsible for overseeing projects or streamlining workflows. The course's instruction in creating sheets to track and manage projects, building automation workflows, and configuring dashboards helps reduce project management overhead. The skills gained in developing key metrics and building reports provides operations managers with tools to monitor performance and identify areas for improvement. Operations managers will find the module on setting conditional formatting rules especially helpful.

See salaries and explore the career path for Operations Manager

Management Consultant

A management consultant advises organizations on how to improve their performance and efficiency. This course helps management consultants who are involved in project management implementations or process improvement initiatives. The course's focus on Smartsheet basics and building a project portfolio management solution equips consultants with a practical tool to suggest to clients. The course's coverage of developing key metrics, building reports, and creating automation workflows aligns with a consultant's need to design and implement efficient processes. Consultants help design measurable goals and impactful metrics.

See salaries and explore the career path for Management Consultant

Resource Manager

A resource manager is responsible for allocating and managing resources, such as personnel and equipment, across projects. This course helps resource managers who need to use Smartsheet to track resource allocation, monitor utilization, and optimize resource planning. The course's focus on creating sheets to track projects and building reports directly helps resource managers to understand resource demands. The ability to create automation workflows and set conditional formatting rules helps resource managers to streamline resource allocation processes.

See salaries and explore the career path for Resource Manager

Business Systems Analyst

A business systems analyst analyzes an organization's systems and processes to identify areas for improvement and recommend technology solutions. This course may be helpful for business systems analysts who are involved in implementing or supporting project management systems. The course's focus on Smartsheet basics and building a project portfolio management solution helps the analyst understand the capabilities of the platform. The course's coverage of creating sheets, building reports, and configuring dashboards aligns with the analyst's need to design and implement effective systems. Business systems analysts may find the section on automation workflows very insightful.

See salaries and explore the career path for Business Systems Analyst

Data Analyst

A data analyst collects, cleans, and analyzes data to identify trends and insights that inform decision-making. Data analysts may find this course helpful if they are involved in providing data insights for project management. The course's emphasis on developing key metrics and creating sheets that quantify data for dashboards helps data analysts understand the data needs of project managers. The course may also be useful for learning how to visualize data effectively using Smartsheet dashboards. Data analysts may find the course content on building reports especially helpful.

See salaries and explore the career path for Data Analyst

Business Analyst

A business analyst identifies an organization's needs and recommends solutions that deliver value to stakeholders. This course may be useful for business analysts who need to understand project management methodologies and how they relate to broader business goals. The course's emphasis on developing key metrics for impactful goals, creating sheets that quantify data for dashboards, and configuring dashboards that are digestible and attractive to an audience, helps business analysts communicate project information effectively. The course also enables business analysts to understand the capabilities of Smartsheet as a project management tool, potentially informing their recommendations for process improvement within an organization.

See salaries and explore the career path for Business Analyst

Scrum Master

A scrum master facilitates agile project management methodologies, ensuring that the team adheres to scrum principles and practices. This course may be useful for scrum masters who want to use Smartsheet to manage project backlogs, track progress, and visualize team performance. The course's emphasis on creating sheets to track projects, building reports that display Gantt views, and configuring dashboards helps scrum masters to communicate project status effectively. Automating workflows and setting conditional formatting rules improves a scrum master's ability to manage sprints efficiently.

See salaries and explore the career path for Scrum Master

Director of Operations

A director of operations provides leadership and strategic direction for an organization's operational activities. This course may be useful for directors of operations who are responsible for overseeing project management or process improvement initiatives. The course's emphasis on Smartsheet basics and building a project portfolio management solution helps the director to understand the capabilities of the platform. The course's coverage of creating sheets, building reports, and configuring dashboards aligns with the director's need to monitor performance and identify areas for improvement. Most directors need a master's degree to perform this role.

See salaries and explore the career path for Director of Operations

Chief Technology Officer

A chief technology officer provides leadership and strategic direction for an organization's technology initiatives. A chief technology officer may find this course helpful to better understand project management software. In particular, this course emphasizes Smartsheet, its basics, and how to build a project portfolio management solution. This knowledge can help inform the strategic direction of technology for the company. The system administrator will also learn about creating and developing measurable goals and impactful metrics.

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System Administrator

The system administrator is responsible for the maintenance, configuration, and reliable operation of computer systems, networks, and servers. A system administrator may find this course helpful to better understand project management fundamentals. In particular, this course emphasizes Smartsheet, its basics, and how to build a project portfolio management solution. This helps them when installing, integrating, or even troubleshooting problems with the system. The course also teaches about creating and developing measurable goals and impactful metrics.

See salaries and explore the career path for System Administrator

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.

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: A Novel

Paperback

Manage and Visualize Projects in Smartsheet

What's inside

Learning objectives

Syllabus

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Reviews summary

Practical smartsheet project and dashboard building

Activities

Career center

Reading list

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