Mastering Smartsheet: A Step-by-Step Guide to Streamlining Project Management and Ensuring Seamless Coverage of All Tasks and Risks
Course Overview This comprehensive course is designed to help you master Smartsheet, a powerful project management tool that enables you to streamline your workflow, ensure seamless coverage of all tasks and risks, and achieve your project goals. With this course, you'll gain hands-on experience with Smartsheet's features and functions, and learn how to apply them in real-world scenarios.
Course Objectives - Understand the fundamentals of Smartsheet and its application in project management
- Learn how to create and manage projects, tasks, and workflows in Smartsheet
- Discover how to track and report on project progress, identify and mitigate risks, and ensure seamless coverage of all tasks and risks
- Develop hands-on skills in using Smartsheet's features and functions, including project templates, Gantt charts, resource allocation, and more
- Apply Smartsheet best practices to real-world scenarios and case studies
- Receive a certificate upon completion, issued by The Art of Service
Course Outline Module 1: Introduction to Smartsheet
- Overview of Smartsheet and its benefits
- Understanding the Smartsheet interface and navigation
- Setting up your Smartsheet account and profile
- Introduction to Smartsheet's core features and functions
Module 2: Creating and Managing Projects
- Creating a new project in Smartsheet
- Defining project scope, goals, and objectives
- Setting up project timelines and deadlines
- Assigning tasks and responsibilities to team members
- Managing project resources and allocation
Module 3: Task Management and Workflows
- Creating and managing tasks in Smartsheet
- Defining task dependencies and relationships
- Setting up workflows and approval processes
- Assigning tasks to team members and tracking progress
- Using Gantt charts and calendar views to visualize workflows
Module 4: Tracking and Reporting
- Tracking project progress and performance
- Using Smartsheet's reporting features to generate reports and dashboards
- Creating custom reports and dashboards
- Sharing reports and dashboards with stakeholders
- Using data to inform project decisions and drive improvement
Module 5: Risk Management and Mitigation
- Identifying and assessing project risks
- Developing risk mitigation strategies and plans
- Tracking and monitoring risk status and progress
- Using Smartsheet's risk management features to identify and mitigate risks
- Integrating risk management into project planning and execution
Module 6: Resource Allocation and Management
- Understanding resource allocation and management in Smartsheet
- Setting up resource pools and allocating resources to tasks
- Managing resource conflicts and overallocations
- Using resource leveling and smoothing to optimize resource allocation
- Tracking and reporting on resource utilization and performance
Module 7: Collaboration and Communication
- Understanding the importance of collaboration and communication in project management
- Using Smartsheet's collaboration features to work with team members and stakeholders
- Setting up and managing project teams and roles
- Using @mentions and comments to communicate with team members
- Sharing project information and updates with stakeholders
Module 8: Advanced Smartsheet Features
- Using Smartsheet's advanced features, including project templates, custom fields, and formulas
- Creating and managing custom workflows and approval processes
- Using Smartsheet's integration with other tools and apps
- Advanced reporting and dashboarding techniques
- Using Smartsheet's API and developer tools
Module 9: Smartsheet Best Practices and Case Studies
- Applying Smartsheet best practices to real-world scenarios and case studies
- Using Smartsheet to manage complex projects and workflows
- Integrating Smartsheet with other project management tools and methodologies
- Using Smartsheet to drive business outcomes and results
- Advanced Smartsheet techniques and tips
Module 10: Final Project and Certification
- Completing a final project that demonstrates your mastery of Smartsheet
- Receiving a certificate upon completion, issued by The Art of Service
- Final Q&A and support
Course Features - Interactive and engaging video lessons
- Comprehensive and up-to-date course materials
- Personalized support and feedback
- Hands-on projects and exercises
- Bite-sized lessons and flexible learning schedule
- Lifetime access to course materials and updates
- Gamification and progress tracking
- Community-driven discussion forums
- Actionable insights and takeaways
- Expert instructors with real-world experience
- Mobile-accessible and user-friendly course platform
,
- Understand the fundamentals of Smartsheet and its application in project management
- Learn how to create and manage projects, tasks, and workflows in Smartsheet
- Discover how to track and report on project progress, identify and mitigate risks, and ensure seamless coverage of all tasks and risks
- Develop hands-on skills in using Smartsheet's features and functions, including project templates, Gantt charts, resource allocation, and more
- Apply Smartsheet best practices to real-world scenarios and case studies
- Receive a certificate upon completion, issued by The Art of Service
Course Outline Module 1: Introduction to Smartsheet
- Overview of Smartsheet and its benefits
- Understanding the Smartsheet interface and navigation
- Setting up your Smartsheet account and profile
- Introduction to Smartsheet's core features and functions
Module 2: Creating and Managing Projects
- Creating a new project in Smartsheet
- Defining project scope, goals, and objectives
- Setting up project timelines and deadlines
- Assigning tasks and responsibilities to team members
- Managing project resources and allocation
Module 3: Task Management and Workflows
- Creating and managing tasks in Smartsheet
- Defining task dependencies and relationships
- Setting up workflows and approval processes
- Assigning tasks to team members and tracking progress
- Using Gantt charts and calendar views to visualize workflows
Module 4: Tracking and Reporting
- Tracking project progress and performance
- Using Smartsheet's reporting features to generate reports and dashboards
- Creating custom reports and dashboards
- Sharing reports and dashboards with stakeholders
- Using data to inform project decisions and drive improvement
Module 5: Risk Management and Mitigation
- Identifying and assessing project risks
- Developing risk mitigation strategies and plans
- Tracking and monitoring risk status and progress
- Using Smartsheet's risk management features to identify and mitigate risks
- Integrating risk management into project planning and execution
Module 6: Resource Allocation and Management
- Understanding resource allocation and management in Smartsheet
- Setting up resource pools and allocating resources to tasks
- Managing resource conflicts and overallocations
- Using resource leveling and smoothing to optimize resource allocation
- Tracking and reporting on resource utilization and performance
Module 7: Collaboration and Communication
- Understanding the importance of collaboration and communication in project management
- Using Smartsheet's collaboration features to work with team members and stakeholders
- Setting up and managing project teams and roles
- Using @mentions and comments to communicate with team members
- Sharing project information and updates with stakeholders
Module 8: Advanced Smartsheet Features
- Using Smartsheet's advanced features, including project templates, custom fields, and formulas
- Creating and managing custom workflows and approval processes
- Using Smartsheet's integration with other tools and apps
- Advanced reporting and dashboarding techniques
- Using Smartsheet's API and developer tools
Module 9: Smartsheet Best Practices and Case Studies
- Applying Smartsheet best practices to real-world scenarios and case studies
- Using Smartsheet to manage complex projects and workflows
- Integrating Smartsheet with other project management tools and methodologies
- Using Smartsheet to drive business outcomes and results
- Advanced Smartsheet techniques and tips
Module 10: Final Project and Certification
- Completing a final project that demonstrates your mastery of Smartsheet
- Receiving a certificate upon completion, issued by The Art of Service
- Final Q&A and support
Course Features - Interactive and engaging video lessons
- Comprehensive and up-to-date course materials
- Personalized support and feedback
- Hands-on projects and exercises
- Bite-sized lessons and flexible learning schedule
- Lifetime access to course materials and updates
- Gamification and progress tracking
- Community-driven discussion forums
- Actionable insights and takeaways
- Expert instructors with real-world experience
- Mobile-accessible and user-friendly course platform
,
- Interactive and engaging video lessons
- Comprehensive and up-to-date course materials
- Personalized support and feedback
- Hands-on projects and exercises
- Bite-sized lessons and flexible learning schedule
- Lifetime access to course materials and updates
- Gamification and progress tracking
- Community-driven discussion forums
- Actionable insights and takeaways
- Expert instructors with real-world experience
- Mobile-accessible and user-friendly course platform