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