What is Smartsheet?: Overview of Smartsheet, its core features, and how it functions as a collaborative work management tool.
Use Cases: Common scenarios for using Smartsheet, such as project management, task tracking, and resource management.
Benefits: Key benefits of using Smartsheet, including enhanced visibility, improved collaboration, and streamlined workflow management.
2. Getting Started with Smartsheet
Account Setup: Instructions for creating and setting up a Smartsheet account, including workspace configuration.
Navigating the Interface: Introduction to Smartsheet’s user interface, including sheets, dashboards, and reports.
Basic Configuration: Setting up workspace preferences, user profiles, and initial project settings.
3. Creating and Managing Sheets
Sheet Creation: Creating new sheets, including defining columns and configuring sheet settings.
Sheet Views: Utilizing different sheet views (Grid, Card, Gantt) to manage and visualize tasks.
Cell Linking and Formulas: Using cell linking and formulas to manage data and automate calculations.
4. Project and Task Management
Task Creation: Creating and managing tasks, including setting due dates, assigning responsibilities, and tracking progress.
Dependencies and Milestones: Setting up task dependencies and defining project milestones to manage workflows and timelines.
Gantt Charts: Using Gantt charts to visualize project timelines and track progress.
5. Customization and Workflow Management
Custom Columns and Data Types: Adding and managing custom columns and data types to capture specific project information.
Conditional Formatting: Applying conditional formatting to highlight key data and track status.
Templates: Creating and using templates for recurring projects and processes to standardize workflows.
6. Automation and Integration
Automation Rules: Setting up automation rules to streamline repetitive tasks and workflows.
Integration with Other Tools: Connecting Smartsheet with other tools and services (e.g., Google Workspace, Microsoft Office, Slack) to enhance functionality.
API Usage: Introduction to Smartsheet’s API for custom integrations and automation.
7. Collaboration and Communication
Comments and Discussions: Using comments and discussions to facilitate team collaboration and communication within sheets.
Attachments and Files: Uploading and sharing files and documents within tasks and projects.
Notifications and Alerts: Configuring notifications and alerts to stay updated on project changes and task updates.
8. Reporting and Analytics
Dashboards: Creating and customizing dashboards to visualize key metrics, project data, and performance indicators.
Reports: Generating reports to analyze project progress, resource utilization, and task completion.
Data Export: Exporting data from Smartsheet for further analysis or reporting purposes.
9. Advanced Features and Best Practices
Advanced Features: Exploring advanced Smartsheet features, such as resource management, portfolio management, and advanced project planning.
Best Practices: Implementing best practices for using Smartsheet effectively, including project management tips and productivity enhancements.
Common Pitfalls: Identifying and avoiding common mistakes and challenges in using Smartsheet.
10. Real-World Use Cases and Case Studies
Case Studies: Reviewing real-world examples and case studies of successful Smartsheet implementations.
Application of Knowledge: Applying learned concepts to practical scenarios and projects.
Course Format
Lectures and Readings: Theoretical content covering Smartsheet’s features, functionalities, and project management principles.
Hands-On Labs: Practical exercises to set up, manage, and track projects using Smartsheet.
Assignments and Projects: Real-world projects and assignments to apply knowledge and skills in practical scenarios.
Exams and Quizzes: Assessments to test understanding and proficiency with Smartsheet.
Target Audience
Project Managers: Professionals responsible for planning, executing, and managing projects using Smartsheet.
Team Leads: Team leads who coordinate project activities and oversee team progress.
Business Owners: Small business owners and entrepreneurs using Smartsheet for project and team management.
Team Members: Team members who need to collaborate and manage tasks within Smartsheet.
Prerequisites
Basic Computer Skills: Familiarity with computer operations and software.
Fundamental Project Management Knowledge: Basic understanding of project management concepts can be beneficial but is not always required.
Internet Access: Access to the internet and a Smartsheet account for practical exercises.
