What will you in Smartsheet Project Management- The Complete Beginners Course
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Navigate Smartsheet’s interface: sheets, reports, dashboards, and workspaces
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Create and manage sheets: columns, rows, filters, and conditional formatting
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Automate workflows with alerts, reminders, and approval requests
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Use formulas, cell linking, and cross-sheet references for dynamic data
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Build interactive dashboards and Gantt charts to visualize project status
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Collaborate in real time: comments, attachments, and @mentions
Program Overview
Module 1: Smartsheet Setup & Interface Tour
⏳ 30 minutes
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Signing up, navigating the home screen, and understanding sheet vs. report vs. dashboard
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Organizing workspaces, folders, and templates
Module 2: Creating and Formatting Sheets
⏳ 45 minutes
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Adding columns, setting column types (date, dropdown, checkbox)
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Applying filters, sorts, and conditional formatting rules
Module 3: Data Entry & Formulas
⏳ 1 hour
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Entering and importing data, bulk update techniques
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Writing basic formulas (
SUM,IF,COUNTIF) and using cell linking
Module 4: Automations & Alerts
⏳ 45 minutes
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Setting up automated workflows: alerts, reminders, and approval requests
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Customizing trigger events, recipients, and message content
Module 5: Reports & Cross-Sheet References
⏳ 45 minutes
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Building reports to roll up data from multiple sheets
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Creating cross-sheet formulas and reference ranges
Module 6: Gantt Charts & Card View
⏳ 45 minutes
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Enabling Gantt view, adjusting dependencies, and critical path
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Using Card view for kanban-style task management
Module 7: Dashboards & Widgets
⏳ 1 hour
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Adding chart, metric, and report widgets to dashboards
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Configuring filters, layouts, and publishing options
Module 8: Collaboration & Best Practices
⏳ 30 minutes
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Sharing sheets with permissions, commenting, and @mentions
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Version history, audit logs, and best-practice tips for governance
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Job Outlook
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Smartsheet proficiency is valuable for roles like Project Coordinator, PMO Analyst, and Operations Manager
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In demand across industries for project tracking, resource management, and process automation
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Enables you to streamline workflows, improve team collaboration, and drive data-driven decisions
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Provides a foundation for Smartsheet certifications (Smartsheet Certified User) and advanced automation
Explore More Learning Paths
Boost your project management skills and efficiency with these hand-picked programs designed to help you plan, execute, and track projects effectively using modern tools and methodologies.
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ChatGPT for Project Management: Leveraging AI for Success Specialization Course – Learn how AI tools like ChatGPT can streamline project workflows, enhance decision-making, and improve team collaboration.
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Introduction to Project Management Course – Build a strong foundation in project planning, scheduling, risk management, and resource allocation.
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Related Reading
Gain deeper insight into effective project management strategies:
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What Is Project Management? – Understand the principles that make every project a success story, from planning to execution.
