Learn Smartsheet Basics: Your 3-Day Virtual Training

Are you a new Smartsheet user or just starting to explore its capabilities? Do you want to learn Smartsheet basics and gain a solid foundation without prior formal training?

This immersive, virtual 3-day training session is designed to help you learn Smartsheet basics effectively. You’ll acquire the essential skills and knowledge to confidently navigate and utilize Smartsheet’s robust features. Through hands-on exercises and expert guidance, you’ll delve into best practices and real-world examples, transforming you into a proficient Smartsheet user in just three days. Don’t miss this opportunity to enhance your productivity and master Smartsheet fundamentals.

To ensure a seamless learning experience, please log in to app.smartsheet.com before the training begins. This will allow you to familiarize yourself with the platform and resolve any technical issues, ensuring you are ready to fully participate from the start.

What You Will Learn:

• Import, create, and standardize sheets for efficient team collaboration.
• Utilize formulas to highlight key metrics and automate cell values.
• Implement automations for alerts, approvals, update requests, and change tracking.
• Develop intake forms to streamline information gathering.
• Construct reports to consolidate project overviews in one location.
• Design dashboards for centralized project information hubs.

Training Schedule:

Day 1: Smartsheet Foundations and Collaboration

• Sheet Foundations: Learn to create, import, and utilize templates to kickstart your Smartsheet projects. Explore Smartsheet navigation and sheet features, mastering filters, conditional formatting, update requests, hierarchy, and column types.
• Collaboration: Discover how to create workspaces to organize project information and effectively share it with your team. Understand permission settings and item sharing options to manage access and maintain data security.
• Project Settings: Dive into Gantt view to set dependencies and predecessors, crucial for project management. Examine timeline displays, working days, and the Duration column. Learn to use predecessors to keep critical tasks on schedule and set baselines for future task time estimation.

Day 2: Forms, Automations, and Formulas

• Create Forms: Learn to design intake sheets and forms to collect data efficiently. Explore form fields, set form logic to control user input, and manage form settings. Discover how to share forms effectively to gather information from various stakeholders. Practice creating and sharing your own form with the instructor for real-time feedback.
• Automations: Master setting up automations based on dates and triggers, including update requests to keep projects on track. Create conditional approval workflows to streamline processes and ensure accountability. Explore scenarios where automations can effectively replace formulas for simplified workflows.
• Formulas: Access resources on formulas and functions to enhance your data manipulation skills. Learn to create formulas using =countif and nested =if statements for data analysis and conditional logic. Review the Sheet Summary feature to gain insights and summarize key data points within your sheets.

Day 3: Reports, Dashboards, and Capstone Project

• Reports: Learn to create various types of reports, including status reports and current user reports, to gain different perspectives on your data. Utilize filters to refine report data and focus on specific information. Discover how to publish reports for external stakeholders, enabling broader information sharing.
• Dashboards: Set up metrics sheets specifically for dashboard graphs to visualize key performance indicators. Explore best practices for widget data and settings to create effective and informative dashboards. Review how to publish and share dashboards to provide real-time project overviews to teams and stakeholders.
• Capstone: Demonstrate your newly acquired knowledge, skills, and abilities through a capstone project. This final exercise prepares you for the Smartsheet Core Product Certification, validating your expertise in Smartsheet basics and setting you on the path to becoming a certified Smartsheet professional.

By the end of this 3-day virtual training, you will have a comprehensive understanding of Smartsheet basics, enabling you to effectively manage projects, collaborate with teams, and drive productivity within your organization.