Smartsheet Bootcamp for Proficiency Certification

Objective:
Equip learners with the knowledge and skills to confidently use Smartsheet for project management, collaboration, data organization, and strategic reporting. Prepare learners for the Technology Training proficiency certification exam and practical exercise.

This Smartsheet Proficiency Certification Bootcamp comprehensively explores Smartsheet's functionality, from foundational tools to advanced features. Participants will gain hands-on experience managing projects, streamlining workflows, and creating strategic reports and dashboards while considering best practices for effective data presentation and communication. The course concludes with a certification exam and practical exercise to showcase proficiency.

Whether managing team projects or implementing Smartsheet for organizational success, this course ensures participants have the skills and confidence to apply Smartsheet effectively in real-world scenarios. The course also covers important soft skills for Smartsheet use, such as assessing needs before building a report or dashboard, best practices for data presentation, and fostering trust and transparency when sharing information.

Learning Objectives
By the end of this course, participants will have the opportunity to:

1. Build Smartsheet projects with Gantt charts, milestones, and task dependencies.
2. Design reports and dashboards to present data visually and communicate insights effectively, considering the audience and data presentation best practices.
3. Implement secure collaboration using permissions, notifications, and update requests, promoting trust and transparency.
4. Configure automated workflows to optimize efficiency and ensure task tracking.
5. Apply advanced Smartsheet features like forms, cross-sheet references, and integrations.

List of Topics
Introduction to Smartsheet
- Overview of key features and applications
- Navigating the interface and understanding sheet views

Creating and Managing Sheets
- Exploring sheet types: Grid, Card, Gantt, and Calendar
- Configuring columns, using formulas, and setting up cross-sheet references

Collaboration and Sharing
- Managing permissions and secure sharing options
- Using comments, notifications, and update requests
- Best practices for sharing and publishing (web, PDF, etc.)

Project Management Essentials
- Creating and updating Gantt charts with task dependencies
- Tracking resource allocation and identifying the Critical Path

Reporting and Dashboards
- Generating actionable reports with dynamic filters
- Pre-planning and Needs Assessment
- Questions to consider before creating a report/summary.
- Crafting interactive dashboards with widgets and metrics
- Best practices for dashboard presentation

Workflows and Data Collecting
- Setting up automation workflows for task updates and reminders
- Capturing data with Smartsheet forms

Proficiency Certification Preparation
- Reviewing key concepts and practical applications
- Completing the certification exam and work on the practical exercise

Additional Resources
- Course materials (PDFs, templates, and quick-reference guides).
- Access to Smartsheet¿s Learning Center and Community Forums.