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Mastering Smartsheet; A Step-by-Step Guide to Workflow Automation and Project Management

Mastering Smartsheet; A Step-by-Step Guide to Workflow Automation and Project Management

$199.00
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Course access is prepared after purchase and delivered via email
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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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Mastering Smartsheet: A Step-by-Step Guide to Workflow Automation and Project Management



Course Overview

This comprehensive course is designed to help you master Smartsheet, a powerful project management and workflow automation tool. With this course, you'll learn how to streamline your workflows, automate repetitive tasks, and effectively manage your projects from start to finish.



Course Features

  • Interactive and engaging lessons
  • Comprehensive and up-to-date content
  • Personalized learning experience
  • Practical and real-world applications
  • High-quality content and expert instructors
  • Certificate issued by The Art of Service upon completion
  • Flexible learning schedule and user-friendly interface
  • Mobile-accessible and community-driven
  • Actionable insights and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking


Course Outline

Module 1: Introduction to Smartsheet

  • What is Smartsheet?
  • Benefits of using Smartsheet
  • Setting up your Smartsheet account
  • Navigating the Smartsheet interface

Module 2: Creating and Managing Sheets

  • Creating a new sheet
  • Customizing sheet settings
  • Adding and managing columns
  • Filtering and sorting data

Module 3: Workflow Automation

  • Introduction to workflow automation
  • Creating and managing workflows
  • Configuring workflow rules and conditions
  • Automating repetitive tasks

Module 4: Project Management

  • Creating and managing projects
  • Setting up project timelines and deadlines
  • Assigning tasks and tracking progress
  • Managing project resources and budgets

Module 5: Collaboration and Reporting

  • Collaborating with team members
  • Sharing sheets and projects
  • Creating and managing reports
  • Exporting data and integrating with other tools

Module 6: Advanced Features and Best Practices

  • Using advanced formulas and functions
  • Creating custom views and dashboards
  • Implementing security and access controls
  • Best practices for Smartsheet implementation and management

Module 7: Case Studies and Real-World Applications

  • Real-world examples of Smartsheet implementation
  • Case studies of successful workflow automation and project management
  • Lessons learned and best practices from industry experts

Module 8: Final Project and Course Wrap-Up

  • Final project: Implementing a workflow automation and project management solution
  • Course wrap-up and review
  • Next steps and continued learning


Certificate of Completion

Upon completing this course, participants will receive a certificate issued by The Art of Service, demonstrating their mastery of Smartsheet and workflow automation and project management skills.

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