Course Description
Project management for a small number of projects can consist of simply making a project plan and dashboard for each project, but this is not scalable once the number of projects grows over a handful or the complexity of projects increases. Having a process in place to collect new project ideas, create project plans and dashboards for approved projects, and reporting on how all projects are doing becomes necessary for any active, growing organization. Furthermore, manually checking individual project plans and sending out notifications and reminders can be time consuming and error prone.
This module will explore how Smartsheet can be used as a holistic project management tool. Included will be the organized intake of new projects through visualizing project data both at the project level and the overall portfolio level. Also, automated workflows will be covered to help ensure tasks are not overlooked and are completed on time. You will learn how to use project templates to create a consistent set of items needed for each project as well as seeing some examples of automations in action.
What You'll Learn
- Understand the Smartsheet project intake sheet for collecting new project ideas
- Organize project ideas in Smartsheet and create plans and dashboards for approved projects
- Explain how Smartsheet automated workflows help ensure tasks are completed on time
- Use project templates to create a consistent set of items needed for each project
- Visualize project data at both the project level and the overall portfolio level
- Apply automations for notifications, documents, updates, approvals, and sheet workflows
Key Takeaways
- Project management based on individual plans and dashboards is not scalable once projects grow beyond a handful or increase in complexity.
- A process to collect new project ideas, create plans and dashboards for approved projects, and report across all projects becomes necessary for any active, growing organization.
- Manually checking project plans and sending notifications and reminders can be time consuming and error prone.
- Smartsheet can serve as a holistic project management tool, supporting organized intake of new projects and visualization of project data at both the project and portfolio levels.
- Automated workflows and project templates help ensure tasks are not overlooked, are completed on time, and that each project has a consistent set of items.
Frequently Asked Questions
What does this course cover?
It explores how Smartsheet can be used as a holistic project management tool, including organized intake of new projects, visualizing project data at the project and portfolio levels, automated workflows, and using project templates. Lessons cover a holistic view of Smartsheet, project intake and templates, and automations for notifications, documents, updates, approvals, and sheet workflows.
Who is this course for?
It is suited to anyone in an active, growing organization that needs a scalable process for collecting new project ideas, creating project plans and dashboards for approved projects, and reporting on how all projects are doing.
What skills will I gain?
The course develops skills in Project Management, Project Management Software, Project Portfolio Management, SmartDraw, Smart Work, and Smartsheet.
What will I learn about automations?
You will learn how automated workflows help ensure tasks are not overlooked and are completed on time, with lessons covering an automations overview, notifications and documents, updates and approvals, and sheet workflows, plus examples of automations in action.
