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Smartsheet Intermediate
Build on the fundamentals of using Smartsheet to advance your knowledge and project management.Preview the first lesson free — get full access to all 27 lessons.
Intermediate Provider : Darren Mullen 8 chapters · 27 Lessons · 1h 49m in Arabic, German, English, Spanish, French, Portuguese, Chinese
Course Description
Successful project management is not simply about creating nice project plans. The plans must be user friendly to not just the project manager, but also task owners. Not only is it expected to be as accessible as possible for task owners to update plans to ensure accuracy, but the creation of new projects requires a defined process as well. Managers are expected to have an executive-level overview of projects in the organization. All of this can be accomplished using Smartsheet project plans with automated workflows, reports, and dashboards.
In this Smartsheet intermediate course, you will learn how to build on the fundamental Smartsheet knowledge you already have. You will learn how to advance your project management skills with Smartsheet by creating and using forms, leveraging Smartsheet’s Solution Center and templates, and common integrations and connectors. Also covered will be a holistic view of using Smartsheet from new project intake through project metric visualization on dashboards.
What You'll Learn
- Create and configure Smartsheet forms, including styling, field settings, conditional logic, and sharing
- Use the Smartsheet Solution Center to install templates and template sets
- Build, use, and share your own Smartsheet templates and template sets
- Explore Smartsheet integrations and connectors, including Google, Microsoft, and AppSheet
- Set up automated Smartsheet workflows for notifications, documents, updates, approvals, and sheets
- Generate documents using the Smartsheet Document Builder, manually and with automation
Key Takeaways
- Successful project management requires plans that are user friendly and accessible for both project managers and task owners.
- Smartsheet project plans can be combined with automated workflows, reports, and dashboards to give managers an executive-level overview of projects.
- This intermediate course builds on fundamental Smartsheet knowledge you already have to advance your project management skills.
- The course covers a holistic view of Smartsheet, from new project intake through project metric visualization on dashboards.
- Smartsheet capabilities covered include forms, the Solution Center and templates, integrations and connectors, automated workflows, and the Document Builder.
Frequently Asked Questions
Who is this course for?
It is designed for learners who already have fundamental Smartsheet knowledge and want to advance their project management skills with Smartsheet at an intermediate level.
What topics does this course cover?
It covers creating and using forms, leveraging Smartsheet's Solution Center and templates, common integrations and connectors, automated workflows, the Document Builder, and a holistic view of Smartsheet from new project intake through project metric visualization on dashboards.
Do I need prior Smartsheet experience?
Yes. As an intermediate course, it builds on the fundamental Smartsheet knowledge you already have.
What integrations and connectors are covered?
The course explores Smartsheet integrations and connectors including Google integrations, Microsoft integrations, and the AppSheet integration with Smartsheet.
What types of automated workflows will I learn to build?
You will learn automated Smartsheet workflows including notifications and documents, updates and approvals, and sheet workflows, as well as using automation with the Document Builder.
