Smartsheet for Beginners Training Course (1 day)

The Smartsheet for Beginners Training course is suitable for new starters to Smartsheet or those who have started but want to accelerate their learning.

The course is interactive and includes tuition, worked examples and videos. We encourage participants to continually think how they can use Smartsheet in their organisation and encourage discussions and debate throughout the day. 

Topics covered

  1. Smartsheet Essentials
    • User & Licence types
    • Sheets, Reports, Dashboards
    • Home Tab, Folders, Workspaces
    • Personal Settings
  2. Sheets
    • Importing from Excel, Project etc
    • Column Types
    • Primary Column & Hierarchies
    • Inserting rows & columns
    • Conditional Formatting
    • Comments & Attachments
    • View Cell History & Highlight Changes
  3. Forms
    • Create a form
    • Editing a form
    • Publishing a form
  4. Collaboration
    • Sharing a sheet
    • Sending an update request
    • Sending a row
    • Publishing a sheet
    • Setting Notifications & Reminders
  5. Formulas
    • Creating a formula
    • Various formula examples
    • Copying & Paste a formula
    • Functions
    • Child Function
  6. Project Managements
    • Introduction to Project Management
    • Dependencies
    • Critical Path
  7. Reports & Cell Linking
    • Creating a report
    • Cell Linking
    • Sending a Report
  8. Dashboards
    • Widget types
    • Examples