Smartsheet Training | Project Management Courses in Exeter

Smartsheet Training Course Outline

Module 1: Introduction to Smartsheet

• What is Smartsheet?
• Key Features and Benefits
• Use Cases and Industry Applications
• Navigating the Smartsheet Interface

Module 2: Working with Sheets

• Creating and Managing Sheets
• Understanding Columns and Rows
• Formatting and Customisation

Module 3: Data Entry and Collaboration

• Adding and Editing Data
• Commenting and Conversations
• Sharing and Permissions

Module 4: Working with Formulas and Functions

• Introduction to Smartsheet Formulas
• Common Functions
• Advanced Formula Use Cases

Module 5: Creating and Managing Reports

• What are Smartsheet Reports?
• Creating a Report
• Grouping and Summarising Data
• Sharing and Publishing Reports

Module 6: Forms and Data Collection

• Introduction to Smartsheet Forms
• Creating and Customising Forms
• Form Logic and Conditional Routing
• Managing Form Responses

Module 7: Automation and Alerts

• Introduction to Smartsheet Automation
• Creating Workflows
• Using Time-Based and Condition-Based Triggers

Module 8: Dashboards and Widgets

• Introduction to Smartsheet Dashboards
• Adding and Customizing Widgets
• Sharing and Publishing Dashboards

Module 9: Integrations and Connectivity

• Connecting Smartsheet with Other Apps
• Using Smartsheet API for Custom Integrations
• Exporting and Importing Data

Module 10: Advanced Smartsheet Techniques

• Advanced Formula Techniques
• Resource Management and Workload Tracking
• Portfolio and Program Management
• Custom Scripting and API Use Cases

Module 11: Visual Project Management in Smartsheet

• Introduction to Visual Project Management in Smartsheet
• Card View for Agile Project Management
• Working with Gantt Charts in Smartsheet
• Using Calendar View for Scheduling

Who should attend this Smartsheet Training Course?

This Smartsheet Course is designed to empower delegates with the knowledge and skills necessary to effectively use Smartsheet, a collaborative work management platform that enables teams to plan, track, automate, and manage work processes. This Smartsheet Training can be beneficial for a wide range of professionals, including:

• Project Managers
• Team Leads
• Data Analysts
• Collaborative Teams
• Sales Teams
• Marketing Teams
• IT Professionals
• Business Professionals

Prerequisites of the Smartsheet Training Course

There are no formal prerequisites for this Smartsheet Course. However, a basic understanding of Project Management and its fundamental concepts would be beneficial for the delegates.

Smartsheet Training Course Overview

Smartsheet, a versatile Project Management and collaboration tool, streamlines workflows, enhances productivity and fosters effective team communication. Its relevance lies in its adaptability across industries, offering a cohesive platform for project planning, tracking, and reporting, facilitating seamless coordination and resource management.

Proficiency in the Smartsheet Training Course is crucial for professionals across various domains, including Project Management, Marketing, Operations, and Finance. Mastery empowers individuals to efficiently organise tasks, streamline processes, and drive project success, enhancing team productivity and ensuring project alignment with organisational goals.

The Knowledge Academy’s comprehensive 1-day Smartsheet Training Course equips delegates with essential Smartsheet skills, covering fundamental features such as sheet creation, task assignment, and progress tracking. Through interactive sessions and practical exercises, delegates will gain proficiency in leveraging Smartsheet's capabilities to optimise project workflows, enhance collaboration, and achieve project objectives efficiently.

Course Objectives

• To familiarise delegates with Smartsheet's interface and navigation
• To enable delegates to create and customise sheets tailored to project requirements
• To equip delegates with the skills to assign tasks, set dependencies, and manage resources effectively
• To provide hands-on experience in setting up automated workflows and alerts for streamlined task management
• To enable delegates to track project progress, analyse data, and generate insightful reports

After completing this Smartsheet Training, delegates will receive a certification acknowledging their proficiency in Smartsheet. This Smartsheet Certification is a testament to their acquired skills and enhances their professional credibility, validating their ability to utilise Smartsheet effectively to drive project success and enhance organisational productivity.

What’s included in this Smartsheet Training Course?

• World-Class Training Sessions from Experienced Instructors
• Smartsheet Certificate
• Digital Delegate Pack