Skip to main content

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

$197.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
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.
Adding to cart… The item has been added

What does the Smartsheet course cover?

Smartsheet is covered here in 8 modules: Introduction to Smartsheet: Benefits of using Smartsheet, Setting up your Smartsheet account, Creating and Managing Sheets: Creating a new sheet, Customizing sheet settings, Workflow Automation: Automating repetitive tasks, Creating and managing workflows and 5 more. The outline lists 30 specific topics, opening with What is Smartsheet? and closing with next steps and continued learning.

How do you approach Smartsheet step by step?

The work is sequenced in 8 stages. It starts with Introduction to Smartsheet: Benefits of using Smartsheet, Setting up your Smartsheet account, moves through Creating and Managing Sheets: Creating a new sheet, Customizing sheet settings and Workflow Automation: Automating repetitive tasks, Creating and managing workflows, and ends at Final Project and Course Wrap-Up: Course wrap-up and review, Next steps and continued learning.

What is in Module 1 of the Smartsheet course?

Module 1 is Introduction to Smartsheet: Benefits of using Smartsheet, Setting up your Smartsheet account. It works through What is Smartsheet?, Benefits of using Smartsheet, Setting up your Smartsheet account and 1 more. It sets the vocabulary the remaining 7 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: Master AI-Powered Workflow Automation for Smartsheet, The Project Manager's Course on Building Agile Smartsheet, Project Management with Smartsheet.

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

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: Benefits of using Smartsheet, Setting up your Smartsheet account

  • 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

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

Module 3. Workflow Automation: Automating repetitive tasks, Creating and managing workflows

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

Module 4. Project Management: Creating and managing projects, Assigning tasks and tracking progress

  • 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: Sharing sheets and projects, Creating and managing reports

  • 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: Creating custom views and dashboards

  • 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

  • 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: Course wrap-up and review, Next steps and continued learning

  • 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.

,