Smartsheet Essentials A Step-By-Step Guide For Beginners

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Smartsheet Essentials: A Step-By-Step Guide For Beginners

Published 5/2025
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 529.74 MB | Duration: 1h 25m

Hands-On Projects, Real-World Templates, and Automation Workflows

What you'll learn
Foundations: Navigating the Smartsheet interface, setting up sheets and columns, importing data
Project Tracking: Gantt charts, dependencies, critical path, and milestone reporting
Dashboards & Reports: Designing executive-grade dashboards, automated report delivery
Automation & Workflows: Alerts, reminders, conditional logic, multi-step approval flows
Advanced Tips: Cell linking, cross-sheet formulas, integrations (Forms, Google/Microsoft, Zapier)
Real-World Templates: Ready-to-use templates for marketing calendars, construction schedules, sales pipelines
Requirements
A project or process you'd like to organize
Description
Unlock the full power of Smartsheet to plan, track, and automate any project or process. This comprehensive course combines hands-on exercises, real-world templates, and step-by-step guidance to help you master Smartsheet's core features and advanced capabilities. You'll start by setting up sheets, defining columns, and importing data. Then you'll learn to build Gantt charts, establish task dependencies, and generate milestone reports to keep your projects on schedule. Next, discover how to create dynamic dashboards with charts, KPIs, and data widgets that provide at-a-glance insights for stakeholders. You'll also automate repetitive tasks with alerts, reminders, and multi-step approval workflows to ensure nothing slips through the cracks. Throughout the course, work with ready-to-use templates for marketing calendars, construction schedules, and sales pipelines, and customize them to suit your unique requirements. You'll practice sharing sheets, collecting updates via forms, and configuring permissions to foster seamless collaboration. By the end, you'll be comfortable using cross-sheet formulas, cell linking, and integrations with popular tools such as Google Workspace, Microsoft Office, and Zapier. Whether you're new to Smartsheet or looking to deepen your expertise, this course delivers practical skills you can apply immediately. Ideal for project managers, marketers, operations leads, and any professional seeking to boost team productivity, you'll leave with the confidence to transform how your organization plans, tracks, and executes work. You'll also explore best practices for version control, data security, and user permissions to ensure your workflows remain organized. Upon completion, you will confidently design Smartsheet solutions that drive results from day one
Overview
Section 1: Introduction
Lecture 1 CREATE NEW SHEET
Lecture 2 ROWS OPTION
Lecture 3 HIERARCHY
Lecture 4 FILTERS
Lecture 5 ATTACHMENTS
Lecture 6 ADDING COMMENTS
Lecture 7 CARD VIEW
Lecture 8 GANTT VIEW
Lecture 9 CALENDER VIEW
Section 2: FORMULAS AND FOR MATING
Lecture 10 CREATE FORMULAS
Lecture 11 PERCENTAGES
Lecture 12 CONDITIONAL FOR MATING
Lecture 13 CLONING RULES
Section 3: CONTACT LISTS
Lecture 14 IMPORT CONTACT LIST
Lecture 15 EXPORTING CONTACT LISTS
Lecture 16 CREATE A GROUP
Lecture 17 SHRING SHEET AND ROWS IN A GROUP
Section 4: FORMS
Lecture 18 CREATE A FROM
Lecture 19 ADD FIELDS AND COLUMNS
Lecture 20 AUTOMATION
Lecture 21 SUBMISSION OPTION AND SHARE
Section 5: SHARE
Lecture 22 PERMISSION LEVELS AND SHARING
Lecture 23 SHARE SHEET
Lecture 24 SEND SPECIFIC ROWS
Lecture 25 SEND AS PDF
Project managers and PMO leads,Marketing, HR, and operations teams,Construction and engineering coordinators,Anyone who wants to optimize processes and boost team productivity

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