Smartsheet Basics from Udemy

Smartsheet Basics

Collaborate on tasks and projects using Smartsheet.

Project management is a difficult role, but Smartsheet makes it easy to create projects and collaborate with teammates. Our project management professional, Christina Tankersley, will show you how to create and modify tasks, and well as manage project communication and use collaboration tools. Soon you will be up and running and effectively managing your projects.

Topics covered include:

Creating a new Smartsheet
Customizing columns
Add tasks and hierarchies
Using conditional formatting
Attaching files and links
Creating formulas
Sharing a sheet and adding comments
Automating a workflow
Managing a shared sheet

Over an hour of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style.

Objectives:

You will be able to:

Create a new Smartsheet
Customize columns
Add tasks and hierarchies
Add conditional formatting to fields and rows
Attach files and links to a project
Add formulas
Share a sheet and add comments and conversations
Automate workflow
Manage a shared sheet

Over an hour of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style.

Target Audience: Beginner; Business professionals who need to collaborate on tasks and projects

Prerequisites: None

Collaborate on tasks and projects using Smartsheet.

# of Lessons: 12

Teacher: Christina Tankersley

Learner: Eddie Guerra

Seat Time: 1 hour, 17 minutes

Over an hour of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style.

What's inside

Learning objectives

Create a new smartsheet
Customize columns

Add tasks and hierarchies
Add conditional formatting to fields and rows

Create a new smartsheet
Customize columns
Add tasks and hierarchies
Add conditional formatting to fields and rows

Syllabus

Introduction

Creating a New Smartsheet

Customizing Columns

Working with Rows, Part 1

Working with Rows, Part 2

Conditional Formatting

Attaching Files and Links

Creating Formulas

Sharing a Sheet

Comments and Conversations

Automating a Workflow

Managing a Shared Sheet

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides a foundational understanding of Smartsheet, enabling users to effectively manage projects and collaborate with teammates, which is essential for business professionals

Covers automating workflows, which can significantly improve efficiency and productivity in project management, a valuable skill for business professionals

Includes attaching files and links, which streamlines communication and ensures all project-related materials are easily accessible, a key aspect of project management

Teaches sharing sheets and adding comments, fostering real-time collaboration and feedback among team members, which is crucial for project success

Focuses on creating and customizing Smartsheet columns, which allows users to tailor the tool to their specific project needs, enhancing its usability

Explores conditional formatting, which helps users visually identify and prioritize critical project data, improving decision-making and project oversight

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 Basics with these activities:

Review Spreadsheet Basics

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Refresh your knowledge of spreadsheet basics to better understand Smartsheet's functionalities and how it builds upon familiar concepts.

Browse courses on Spreadsheet Software

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Review basic spreadsheet concepts like rows, columns, and cells.
Practice creating simple formulas and functions in a spreadsheet program.
Familiarize yourself with common spreadsheet formatting options.

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

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Review a project management book to better understand the context in which Smartsheet is used.

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

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Read the book's introduction and table of contents.
Skim through chapters relevant to project planning and execution.
Take notes on key concepts and methodologies.

Explore Advanced Smartsheet Features

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Seek out tutorials on advanced Smartsheet features like reports, dashboards, and integrations to expand your knowledge beyond the basics.

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Search for online tutorials or webinars on specific Smartsheet features.
Follow along with the tutorials and practice implementing the features in your own Smartsheet.
Take notes on key concepts and techniques learned from the tutorials.

Four other activities

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Practice Conditional Formatting Scenarios

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Perform repetitive exercises to reinforce your understanding of conditional formatting in Smartsheet.

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Create a Smartsheet with sample data.
Apply conditional formatting rules based on different criteria (e.g., due dates, status, priority).
Experiment with different formatting options (e.g., colors, fonts, icons).

Create a Project Plan in Smartsheet

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Start a project plan to solidify your understanding of Smartsheet's project management capabilities.

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Define the scope and objectives of your project.
Create a task list and assign responsibilities to team members.
Set deadlines and dependencies for each task.
Track progress and make adjustments as needed.

Document Smartsheet Workflows

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Create documentation on Smartsheet workflows to reinforce your understanding of automation and collaboration features.

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Choose a specific Smartsheet workflow to document.
Describe the purpose and steps of the workflow in detail.
Include screenshots or diagrams to illustrate the workflow.
Share your documentation with others and solicit feedback.

Build a Smartsheet Dashboard

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Create a Smartsheet dashboard to visualize project data and track key performance indicators (KPIs).

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Identify the key metrics you want to track.
Create charts and reports to visualize the data.
Add widgets to display KPIs and other important information.
Customize the dashboard layout and design.

Career center

Learners who complete Smartsheet Basics will develop knowledge and skills that may be useful to these careers:

Project Manager

As a project manager, you keep projects on track from start to finish. This involves planning, executing, and closing projects, all while managing resources and communication. Smartsheet Basics helps you excel in this role by providing a strong foundation in using Smartsheet. The course covers essential skills such as creating new Smartsheet projects, customizing columns to track relevant data, and adding tasks and hierarchies to structure projects effectively. Learning to attach files and links directly within Smartsheet helps centralize project information, while mastering sharing and commenting features enhances team collaboration. The course's focus on automating workflows also saves time and reduces manual effort, making you a more efficient project manager.

See salaries and explore the career path for Project Manager

Project Coordinator

The project coordinator supports project managers in the planning, execution, and tracking of projects. Using Smartsheet Basics, the project coordinator learns to provide essential support. Creating new Smartsheet projects, customizing columns, and adding tasks and hierarchies helps in organizing project activities. The ability to attach files and links centralizes project documentation, while the sharing and commenting features facilitate effective communication. Automating workflows contributes to streamlining project processes. Learning to manage a shared sheet ensures that all team members have access to the most up-to-date information. This course helps project coordinators contribute to project success.

See salaries and explore the career path for Project Coordinator

Program Coordinator

A program coordinator oversees the daily operations of a program, ensuring that activities align with the program's objectives. This role benefits from the collaboration and task management features taught in Smartsheet Basics. Automating workflows, a key topic, streamlines processes and reduces administrative burden. Learning to manage a shared sheet is particularly valuable for keeping all team members aligned and informed. Adding tasks, hierarchies, and conditional formatting helps organize and prioritize program activities. The file attachment and linking features contribute to a centralized repository of program documents. The course helps program coordinators manage and collaborate effectively.

See salaries and explore the career path for Program Coordinator

Team Lead

Team Leads guide and support their teams to achieve common goals. Collaboration, task management, and effective communication are essential skills for a Team Lead. Smartsheet Basics helps the Team Lead by introducing the various tools within Smartsheet to complete these important tasks. With this course, a Team Lead learns to create a new Smartsheet, customize columns, add tasks and hierarchies, and automate workflows. This course provides the skills necessary to improve organization, communication, and efficiency within teams. Knowing how to share and manage a shared sheet becomes a key tool in keeping team members aligned and informed.

See salaries and explore the career path for Team Lead

Operations Manager

As an Operations Manager, you ensure that an organization runs smoothly and efficiently. This involves overseeing various processes, managing resources, and identifying areas for improvement. Smartsheet Basics equips you with tools to enhance operational efficiency. The course will allow you to create new Smartsheet projects to track key metrics, customize columns to monitor critical data points, and add tasks and hierarchies to manage workflows. Learning to use conditional formatting helps highlight potential issues, while automating workflows reduces manual effort. The knowledge of how to share and manage a sheet will keep all team members aligned and informed about operational progress.

See salaries and explore the career path for Operations Manager

Resource Manager

The Resource Manager plans and manages the allocation of resources like personnel and equipment for projects or departments. A Resource Manager leverages the resource management and collaboration skills taught in Smartsheet Basics. Skills in creating new Smartsheet projects, customizing columns, and adding tasks and hierarchies helps plan and allocate resources effectively. Automating workflows saves significant time. Learning to manage a shared sheet ensures all stakeholders are informed and aligned. Attaching files and links to a project keeps resource-related documentation organized and accessible.

See salaries and explore the career path for Resource Manager

Scrum Master

As Scrum Master, you help agile teams achieve their goals by facilitating the Scrum framework. This involves guiding the team, removing impediments, and promoting collaboration. Smartsheet Basics helps the Scrum Master to organize tasks. The course provides a solid base in creating new Smartsheet projects, customizing columns to track sprint progress, and adding tasks and hierarchies to manage the backlog. Also, mastering the sharing and commenting features enhances team communication. The focus on automating workflows saves time and reduces manual effort. The Scrum Master becomes more effective.

See salaries and explore the career path for Scrum Master

Marketing Coordinator

The marketing coordinator supports the implementation of marketing strategies and campaigns. They use the collaborative project management features taught in Smartsheet Basics to coordinate marketing activities and resources. Creating new Smartsheet projects helps organize campaigns, while customizing columns is useful for tracking metrics. Skills in automating workflows saves time. Learning to manage a shared sheet is key for the marketing team. Attaching files and links to a project keeps all marketing materials organized.

See salaries and explore the career path for Marketing Coordinator

Business Development Manager

The business development manager identifies and pursues new business opportunities to drive growth. The individual uses the collaborative project management skills taught in Smartsheet Basics to manage key initiatives. Creating new Smartsheet projects, customizing columns, and adding tasks and hierarchies become useful for tracking progress on new opportunities. Skills in automating workflows saves time. Learning to manage a shared sheet keeps all internal stakeholders well informed. The attachments feature helps to centralize key business documents.

See salaries and explore the career path for Business Development Manager

Management Consultant

Management consultants assist organizations in improving their performance by analyzing problems and developing solutions. This role involves data analysis, project management, and effective communication. Smartsheet Basics may equip you with fundamental skills. Creating new Smartsheet projects helps organize and track project progress, while customizing columns allows you to analyze data effectively. Adding tasks and hierarchies provides a structured approach to problem-solving, while sharing and commenting features facilitate communication with clients. Conditional formatting helps highlight key insights. The course helps management consultants become more efficient.

See salaries and explore the career path for Management Consultant

Business Analyst

The business analyst identifies problems and proposes solutions that enable organizations to achieve their goals. A key part of a business analyst's work involves gathering and analyzing data, and then presenting these findings to stakeholders. Smartsheet Basics may be useful in this role by providing a structured way to collect and organize data, and then share it with others. The course includes creating new Smartsheet projects, customizing columns, and adding tasks and hierarchies, all relevant for data collection and organization. The sharing and comment features can also improve communication. Conditional formatting helps highlight key data points.

See salaries and explore the career path for Business Analyst

Executive Assistant

The executive assistant provides high-level administrative support to executives, often managing schedules, coordinating meetings, and handling correspondence. Some responsibilities include project support and coordination. Smartsheet Basics may be useful to the executive assistant in this role. Creating new Smartsheet projects for executives, customizing columns to track information, adding tasks and hierarchies, attaching files and links, and automating workflows all save time. The knowledge of how to share sheets and add comments ensures clear communication.

See salaries and explore the career path for Executive Assistant

Office Manager

The office manager is responsible for overseeing the administrative and operational functions of an office. The office manager may find Smartsheet Basics useful for managing office projects and tasks. The course covers creating new Smartsheet projects to track progress, customizing columns to organize information, and adding tasks and hierarchies to break down projects into manageable steps. Learning to use conditional formatting helps highlight important deadlines, while automating workflows reduces manual effort. Also, the sharing and commenting features enhance collaboration.

See salaries and explore the career path for Office Manager

Data Entry Clerk

The data entry clerk enters and updates data in computer systems and databases. While this role is primarily focused on data input, some aspects of Smartsheet Basics may be useful. The course covers creating new Smartsheet projects and customizing columns to organize data effectively. Also, the knowledge of conditional formatting helps ensure data is entered consistently. The data entry clerk may find this course useful for enhancing their data management.

See salaries and explore the career path for Data Entry Clerk

Administrative Assistant

The administrative assistant provides clerical and administrative support to an office or individual. While not core to the role, Smartsheet Basics may be helpful for project tasks. The course provides an understanding of creating new Smartsheet projects and customizing columns for tracking information. Adding tasks and hierarchies helps break down projects into manageable steps. The knowledge of conditional formatting helps highlight important deadlines. Also, the sharing and commenting features support collaboration.

See salaries and explore the career path for Administrative Assistant

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 Basics.

Effective Project Management

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Explores various project management methodologies, including traditional, agile, and hybrid approaches. It helps readers understand the strengths and weaknesses of each approach and choose the best one for their specific project needs. This book is more valuable as additional reading for those who want to expand their knowledge of project management beyond Smartsheet.

Effective Project Management: Traditional, Agile,...

Paperback

Effective Project Management: Traditional, Agile,...

Kindle Edition

Smartsheet Basics

What's inside

Learning objectives

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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