Course Description
Part of a successful project management process involves ensuring that the tools you use work for you. When it is desired to have a standard project plan for all projects or certain types of projects, it helps efficiency and consistency to have a template to work from. In this module you will learn how to create your own Smartsheet templates. These are used at the same time and enforce consistency when a particular sheet or Smartsheet item needs to be used repetitively.
Not only will you learn how to create a template from a single sheet, but also a set of templates for all items needed for a project, which mimics template sets that are available in the Smartsheet Solution Center. These items include sheets, reports, and dashboards. Once you develop a project template that works for your organization, others will certainly want to use it, so learning how to share project templates will be addressed as well.
What You'll Learn
- Create a Smartsheet template from a single sheet
- Build a set of templates covering all items needed for a project, including sheets, reports, and dashboards
- Share Smartsheet templates with others in your organization
- Share Smartsheet template sets that mimic the sets available in the Smartsheet Solution Center
- Enforce consistency by reusing a standard template when a sheet or item is needed repetitively
Key Takeaways
- Having a template to work from supports efficiency and consistency when you want a standard project plan for all projects or certain types of projects.
- Templates are used to enforce consistency when a particular sheet or Smartsheet item needs to be used repetitively.
- A template set can include all items needed for a project, such as sheets, reports, and dashboards, mimicking the template sets available in the Smartsheet Solution Center.
- Once you develop a project template that works for your organization, you can share it so others can use it.
Frequently Asked Questions
What will I learn in this Smartsheet: Templates module?
You will learn how to create your own Smartsheet templates, including how to create a template from a single sheet and how to build a set of templates for all items needed for a project (sheets, reports, and dashboards). You will also learn how to share Smartsheet templates and template sets.
Who is this course for?
It is for people involved in project management who want a standard project plan for all projects or certain types of projects, and who want to use templates to improve efficiency and consistency.
What topics do the lessons cover?
The lessons cover creating a Smartsheet template, using and sharing a Smartsheet template, and creating a set of templates.
Why use Smartsheet templates?
Templates help efficiency and consistency by providing a standard to work from, and they enforce consistency when a particular sheet or Smartsheet item needs to be used repetitively.
