Course Description
Today’s organizations need to embrace digitization and utilize automation to not only save time, but also reduce reliance on error-prone processes. Even with dedicated project tools available, too many organizations still rely on spreadsheets for planning. Smartsheet is a powerful cloud-based tool used to manage work by providing project management, collaboration, workflow automation, and data visualization tools.
In this Smartsheet beginner course, you will learn how to get started with the Smartsheet platform. After creating your own Smartsheet account, you’ll learn the fundamentals of sheets, formulas, project plans, and how to collaborate with both internal and external stakeholders. With this foundation in place, you’ll be well on the path to becoming a proficient Smartsheet user.
What You'll Learn
- Set up a Smartsheet account and navigate the platform's user interface
- Create and edit sheets, manage columns, rows, and hierarchy, and apply basic and conditional formatting
- Understand Smartsheet formulas, including formula basics, referencing ranges, and sheet summaries
- Create and manage project plans with project sheet views, baselines, tasks, predecessors, and filtering
- Collaborate in Smartsheet using permission levels, sharing methods, reports, dashboards, and publishing
- Import data and use the Smartsheet mobile app
Key Takeaways
- Smartsheet is a cloud-based tool for managing work through project management, collaboration, workflow automation, and data visualization.
- The course teaches the fundamentals of sheets, formulas, project plans, and collaboration with internal and external stakeholders.
- Collaboration in Smartsheet involves permission levels, sharing methods, sharing permissions, publishing items, and ownership transfer.
- Project management features covered include creating projects, project sheet views, baselines, grouping tasks, predecessors, and filtering and sorting tasks.
- The course builds a foundation toward becoming a proficient Smartsheet user, starting from creating your own account.
Frequently Asked Questions
Who is this Smartsheet course for?
It is a beginner course for those getting started with the Smartsheet platform, including learners who want to move beyond relying on spreadsheets for planning and manage work using a cloud-based project management tool.
What will I learn in this course?
You will learn how to get started with Smartsheet by creating your own account and learning the fundamentals of sheets, formulas, project plans, and collaborating with both internal and external stakeholders.
What topics does the course cover?
Topics include Smartsheet account setup, the user interface and navigation, creating and editing sheets, managing columns and rows, formatting, formulas, creating and managing project plans with baselines and predecessors, and sharing through reports, dashboards, and publishing.
Do I need prior Smartsheet experience to take this course?
This is a beginner course that starts with creating your own Smartsheet account and covers the fundamentals, building a foundation toward becoming a proficient Smartsheet user.
