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Mastering Smartsheet; A Step-by-Step Guide to Streamlining Project Management and Ensuring Seamless Coverage of All Tasks and Risks

$198.00
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Course access is prepared after purchase and delivered via email
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Self-paced • Lifetime updates
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Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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What does the Smartsheet course cover?

Smartsheet is covered here in 10 modules: Introduction to Smartsheet: 's core features and functions, Creating and Managing Projects: Creating a new project in Smartsheet, Task Management and Workflows: Creating and managing tasks in Smartsheet and 7 more. The outline lists 47 specific topics, opening with Overview of Smartsheet and its benefits and closing with final Q&A and support.

How do you approach Smartsheet step by step?

The work is sequenced in 10 stages. It starts with introduction to Smartsheet: 's core features and functions, moves through Creating and Managing Projects: Creating a new project in Smartsheet and Task Management and Workflows: Creating and managing tasks in Smartsheet, and ends at Final Project and Certification.

What is in Module 1 of the Smartsheet course?

Module 1 is Introduction to Smartsheet: 's core features and functions. It works through Overview of Smartsheet and its benefits, Understanding the Smartsheet interface and navigation, setting up your Smartsheet account and profile and 1 more. It sets the vocabulary the remaining 9 modules build on.

How is the Smartsheet course delivered?

The Smartsheet course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Smartsheet course cost?

The Smartsheet course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Project Tasks in Task Knowledge Kit, Smartsheet for Effective Project Management, AI-Powered Project Management with Smartsheet, Smartsheet for Project Management and Administration.

More answers: what you get with every course, refund policy, all help answers.

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: 's core features and functions

  • 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

  • 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

  • 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: Creating custom reports and dashboards

  • 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

  • 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 in Smartsheet

  • 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: Setting up and managing project teams and roles

  • 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 API and developer tools

  • 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: Advanced Smartsheet techniques and tips

  • 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
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