This interactive training session will teach you the Smartsheet essentials to help you get up and running quickly with the application. It covers the fundamentals of managing work, collaborating, and visualizing work in a variety of ways - everything you need to begin your Smartsheet journey.
The focus of this class is to help you start to create work in Smartsheet and use it to enhance your productivity. Included in the discussions will be three ways to create work, an explanation of the various smart column types available for all sheets, as well as how to create hierarchies - a unique feature to Smartsheet.
The instructor will discuss how to customize the presentation of content on a sheet, and when to include attachments and comments. In addition, the class will explore conditional formatting techniques to bring attention to specific cells and rows in the sheet, and ways to organize work in the Home Tab, to maximize security and sharing.
Discover how Smartsheets can help increase work agility and collaboration by providing a powerful platform for planning, organizing, managing, reporting, and automating work.
Upon completion, participants should be able to:
- Create and Update Sheets
- Navigate the Platform
- Identify Column Types
- Create Hierarchies
- Add Attachments & Comments to Rows and Sheets
- Use Forms
- Create Conditional Formatting Rules
- Organize the Home Tab
Topics covered include:
- Essentials
- Creating New Work
- Leveraging Smart Columns
- Adding Hierarchies
- Centralizing Attachments and Comments
- Using Conditional Formatting
- Organizing Your Work
- Collaboration
- Sharing Sheets
- Sending Update Requests
- Exporting Your Sheets
- Tracking Changes
- Visualizing Your Work
- Different Views
- Card View
- Calendar View
- Gantt View
- Reporting
- Creating New Reports
- Sharing Reports
- Editing Existing Reports
- Forms
- Optimizing the Intake Sheet
- Creating a New Form
- Distributing a Form
- Editing/Cloning Forms
