Course Outline
Introduction to Smartsheets
- Overview of Smartsheets: What it is and its key benefits
- Understanding the interface: Menu, toolbar, sheets, and templates
- Navigating Smartsheets and basic sheet creation
- Overview of Smartsheets' collaboration tools
Creating and Managing Sheets
- Creating a new sheet from scratch or using templates
- Adding and customizing columns
- Using rows and cells: Adding, editing, and formatting data
- Managing tasks: Assigning tasks, tracking status, and setting priorities
- Working with filters and conditional formatting for better data visualization
Advanced Features
- Automating workflows: Setting up reminders, approvals, and alerts
- Using formulas for calculations and data manipulation
- Linking sheets: Cross-sheet referencing and VLOOKUP
- Creating reports: Aggregating data from multiple sheets
Collaboration and Sharing
- Sharing sheets, reports, and dashboards with collaborators
- Collaborator permissions and access levels
- Using the comment feature for feedback and discussions
- Attaching files, links, and comments to specific tasks
- Real-time collaboration and tracking changes with cell history
Dashboards and Reporting
- Creating a dashboard: Visualizing project metrics and KPIs
- Adding charts, widgets, and reports to dashboards
- Customizing dashboard appearance for better user engagement
- Using reports to consolidate and view data from multiple sheets
Best Practices and Tips
- Organizing sheets, reports, and dashboards for optimal project management
- Best practices for using Smartsheets in team collaboration
- Tips for increasing productivity with Smartsheets features
- Q&A and troubleshooting common issues
Summary and Next Steps
Requirements
- Basic understanding of project management
Audience
- End users
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1300 € + VAT*
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Testimonials (4)
The framework of BA
Puguh - PT PLN INDONESIA POWER
Course - PMI Professional in Business Analysis (PBA) Certification Preparation
Good atmosphere, good group vibe and trainers passion.
Miriam - metafinanz Informationssysteme GmbH
Course - PMP - Exam Preparation Training Course
Paul was a fantastic trainer. I enjoyed his style of teaching and delivery pace
Adeola
Course - Professional Scrum Master II | PSM II (Scrum.org accredited training course)
Really pragmatic. Lots of detailed discussions, practical exercises. Constructive debates.