Smartsheet Project Management- The Complete Beginners Course

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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