Note: This is a lecture. Laptops are recommended, but not required.
This lecture is designed for new users who wish to gain a foundational understanding of the Smartsheet collaborative environment.
Explore the basics of creating and managing work within a single sheet. You will be introduced to cell linking, reporting, and automated alerts and actions. You will explore the different Smartsheet views and how these views can maximize engagement and organization. You will also find out more about the many ways to collaborate inside of Smartsheet through sharing, sending, publishing, and update requests to internal and external collaborators.
Discover how Smartsheets can help increase work agility and collaboration by providing a powerful platform for planning, organizing, managing, reporting, and automating work.
Pre-requisites:
- Students should have a basic knowledge of Excel.
Course Content:
- Smartsheet interface
- Organize work with hierarchies
- Edit columns to improve sheet functionality
- Increase efficiency with different formatting and viewing
- Centralize communication with the use of comments and attachments
- Create basic formulas
- Introduction to the views: Gantt, Calendar & Card
- Use update requests to obtain information from collaborators
- Build conditional formatting rules to visually track updates and information
- Set up automated alerts and actions to notify collaborators
- Set row and sheet level reminders
- Print and publish sheets to allow greater audiences to view your work
- Cell link an individual cell across sheets
- Create a report based off of single criteria
University IT Technology Training classes are only available to Stanford University staff, faculty, or students. A valid SUNet ID is needed in order to enroll in a class.
