Smartsheet Project Management- Intermediate to Advanced

Overview

This is an intermediate to advanced Smartsheet course that is based on the latest version and features available.

Syllabus

• Introduction to Smartsheet
Overview of Smartsheet functionalities
Navigating the Smartsheet interface
• Advanced Sheet Management
Creating and editing complex sheets
Utilizing templates and custom fields
Advanced filtering and sorting techniques
• Automations and Workflows
Setting up automated workflows
Managing notifications and alerts
Utilizing conditional actions
• Formulas and Functions
Advanced formula techniques
Utilizing cross-sheet references
Error handling in formulas
• Collaboration and Sharing
Managing permissions and sharing options
Collaborating in real-time
Utilizing comments and discussions
• Reporting and Analytics
Creating advanced reports and dashboards
Setting up and analyzing key metrics
Using advanced filtering and charting features
• Resource and Portfolio Management
Managing resources efficiently
Creating portfolio views for high-level insights
Monitoring project and portfolio health
• Integrations and Extensions
Integrating with other tools and platforms
Utilizing the Smartsheet API
Exploring third-party apps and connectors
• Best Practices for Project Management with Smartsheet
Effective project planning and execution
Risk management and mitigation strategies
Case studies and real-world applications
• Course Recap and Q&A
Reviewing key concepts and learning outcomes
Open floor for questions and clarifications
Guidance on continuous learning and resources

Taught by

George Smarts

Subjects

Business