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

$201.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
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30-day money-back guarantee — no questions asked
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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.
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What does the Smartsheet course cover?

Smartsheet is covered here in 6 modules: Introduction to Smartsheet: Overview of Smartsheet and its features, Workflow Automation: Understanding and its benefits, Risk Management: Identifying and assessing risks in Smartsheet and 3 more. The outline lists 24 specific topics, opening with Overview of Smartsheet and its features and closing with best practices for Smartsheet implementation and adoption.

How do you approach Smartsheet step by step?

The work is sequenced in 6 stages. It starts with Introduction to Smartsheet: Overview of Smartsheet and its features, moves through Workflow Automation: Understanding and its benefits and Risk Management: Identifying and assessing risks in Smartsheet, and ends at Advanced Smartsheet Features: Using Smartsheet's API and developer tools.

What is in Module 1 of the Smartsheet course?

Module 1 is Introduction to Smartsheet: Overview of Smartsheet and its features. It works through Overview of Smartsheet and its features, setting up a Smartsheet account and creating a new project, Understanding the Smartsheet interface and navigation and 1 more. It sets the vocabulary the remaining 5 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, 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 Risk Management



Course Overview

This comprehensive course is designed to help you master Smartsheet, a powerful project management tool that enables teams to automate workflows, manage risks, and increase productivity. Through interactive lessons, hands-on projects, and real-world applications, you'll gain the skills and expertise needed to streamline your workflows, mitigate risks, and drive business success.



Course Objectives

  • Understand the fundamentals of Smartsheet and its applications in workflow automation and risk management
  • Learn how to create and manage workflows, including setting up automated tasks and notifications
  • Develop skills in risk management, including identifying, assessing, and mitigating risks
  • Discover how to use Smartsheet to track and analyze project performance, including setting up dashboards and reports
  • Understand how to integrate Smartsheet with other tools and systems, including Google Drive, Microsoft Office, and Salesforce


Course Outline

Module 1. Introduction to Smartsheet: Overview of Smartsheet and its features

  • Overview of Smartsheet and its features
  • Setting up a Smartsheet account and creating a new project
  • Understanding the Smartsheet interface and navigation
  • Creating and managing sheets, including adding columns, rows, and data

Module 2. Workflow Automation: Understanding and its benefits

  • Understanding workflow automation and its benefits
  • Creating automated tasks and notifications in Smartsheet
  • Setting up workflows, including assigning tasks and due dates
  • Using Smartsheet's workflow automation features, including conditional logic and approval processes

Module 3. Risk Management: Identifying and assessing risks in Smartsheet

  • Understanding risk management and its importance in project management
  • Identifying and assessing risks in Smartsheet
  • Mitigating risks, including creating risk mitigation plans and tracking risk status
  • Using Smartsheet's risk management features, including risk scoring and risk reporting

Module 4. Project Performance Tracking and Analysis: Setting up dashboards and reports in Smartsheet

  • Understanding project performance tracking and analysis
  • Setting up dashboards and reports in Smartsheet
  • Tracking project metrics, including progress, velocity, and burn-down charts
  • Using Smartsheet's analytics features, including data visualization and trend analysis

Module 5. Integration and Collaboration: Understanding Smartsheet's integration capabilities

  • Understanding Smartsheet's integration capabilities
  • Integrating Smartsheet with Google Drive, Microsoft Office, and Salesforce
  • Collaborating with team members, including assigning tasks and sharing sheets
  • Using Smartsheet's collaboration features, including commenting and @mentioning

Module 6. Advanced Smartsheet Features: Using Smartsheet's API and developer tools

  • Using Smartsheet's advanced features, including resource allocation and time tracking
  • Creating custom workflows and automation rules
  • Using Smartsheet's API and developer tools
  • Best practices for Smartsheet implementation and adoption


Course Features

  • Interactive and Engaging: Interactive lessons, hands-on projects, and real-world applications to keep you engaged and motivated
  • Comprehensive: Covers all aspects of Smartsheet, including workflow automation, risk management, and project performance tracking
  • Personalized: Personalized learning experience, including tailored lessons and projects based on your needs and goals
  • Up-to-date: Course content is updated regularly to reflect the latest Smartsheet features and best practices
  • Practical: Focus on practical applications and real-world scenarios to help you apply your knowledge and skills
  • Real-world Applications: Real-world examples and case studies to illustrate key concepts and best practices
  • High-quality Content: High-quality course content, including video lessons, interactive simulations, and downloadable resources
  • Expert Instructors: Expert instructors with extensive experience in Smartsheet and project management
  • Certification: Receive a certificate upon completion, issued by The Art of Service
  • Flexible Learning: Flexible learning options, including self-paced and instructor-led training
  • User-friendly: User-friendly course platform, including easy navigation and accessible content
  • Mobile-accessible: Access course content on-the-go, using your mobile device or tablet
  • Community-driven: Join a community of learners and professionals, including discussion forums and live events
  • Actionable Insights: Actionable insights and recommendations to help you apply your knowledge and skills
  • Hands-on Projects: Hands-on projects and simulations to help you practice and reinforce your skills
  • Bite-sized Lessons: Bite-sized lessons and modules, including video lessons and interactive simulations
  • Lifetime Access: Lifetime access to course content, including updates and new materials
  • Gamification: Gamification elements, including badges, points, and leaderboards to make learning fun and engaging
  • Progress Tracking: Track your progress and performance, including course completion and assessment results


Certificate of Completion

Upon completing this course, you will receive a Certificate of Completion, issued by The Art of Service. This certificate is a testament to your skills and expertise in Smartsheet and can be used to demonstrate your proficiency to employers, clients, or partners.

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