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Smartsheet A Complete Guide - Self Assessment and Implementation Checklist

Smartsheet A Complete Guide - Self Assessment and Implementation Checklist

$199.00
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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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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Smartsheet A Complete Guide - Self Assessment and Implementation Checklist



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills required to effectively utilize Smartsheet for project management and team collaboration. Through a combination of interactive lessons, hands-on projects, and real-world applications, participants will gain a deep understanding of Smartsheet's capabilities and learn how to implement it within their organization.



Course Objectives

  • Understand the fundamentals of Smartsheet and its applications in project management
  • Learn how to create and manage sheets, reports, and dashboards
  • Develop skills in using Smartsheet for task management, resource allocation, and project tracking
  • Understand how to collaborate with team members and stakeholders using Smartsheet
  • Gain insights into best practices for implementing Smartsheet within an organization


Course Outline

Module 1: Introduction to Smartsheet

  • Overview of Smartsheet and its features
  • Benefits of using Smartsheet for project management
  • Smartsheet interface and navigation
  • Setting up a Smartsheet account and user profile

Module 2: Creating and Managing Sheets

  • Creating a new sheet and understanding sheet types
  • Configuring sheet settings and properties
  • Working with rows, columns, and cells
  • Using formulas and functions in Smartsheet

Module 3: Task Management and Resource Allocation

  • Creating and managing tasks in Smartsheet
  • Assigning resources and tracking task progress
  • Using dependencies and predecessors to manage task relationships
  • Creating and managing resource allocations

Module 4: Reporting and Dashboards

  • Creating and managing reports in Smartsheet
  • Using report widgets and chart types
  • Creating and managing dashboards
  • Using dashboard widgets and layout options

Module 5: Collaboration and Integration

  • Collaborating with team members and stakeholders in Smartsheet
  • Using @mentions and comments to facilitate communication
  • Integrating Smartsheet with other tools and applications
  • Using APIs and webhooks to extend Smartsheet functionality

Module 6: Implementation and Best Practices

  • Planning and implementing Smartsheet within an organization
  • Configuring user roles and permissions
  • Using Smartsheet for project management and team collaboration
  • Best practices for using Smartsheet effectively

Module 7: Advanced Smartsheet Features

  • Using Smartsheet's automation features
  • Creating and managing workflows
  • Using Smartsheet's data import and export features
  • Advanced tips and tricks for using Smartsheet

Module 8: Case Studies and Real-World Applications

  • Real-world examples of Smartsheet in use
  • Case studies of successful Smartsheet implementations
  • Lessons learned and best practices from real-world applications


Course Features

  • Interactive Lessons: Engage with interactive lessons that include videos, quizzes, and hands-on exercises
  • Hands-on Projects: Apply your knowledge and skills to real-world projects and case studies
  • Personalized Feedback: Receive personalized feedback and guidance from expert instructors
  • Lifetime Access: Access the course materials and resources for a lifetime
  • Certificate upon Completion: Receive a certificate issued by The Art of Service upon completing the course
  • Community Support: Join a community of learners and professionals for support and networking
  • Gamification: Engage with gamification elements that make learning fun and interactive
  • Progress Tracking: Track your progress and stay motivated with course progress tracking


Who Should Take This Course

  • Project managers and team leaders
  • Business analysts and operations managers
  • IT professionals and technical teams
  • Anyone looking to improve their project management and collaboration skills
Upon completion of this course, participants will receive a certificate issued by The Art of Service, demonstrating their expertise and knowledge in using Smartsheet for project management and team collaboration.

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