Smartsheet Tutorial for Beginners

Overview

Class Central Tips

This comprehensive course is designed to help beginners master Smartsheet, a powerful project management tool used across industries for task tracking, collaboration, and automation. Starting with the basics, you will learn how to sign up, navigate the home screen, and create your first grid-based sheet. Each step is explained clearly, ensuring you understand the core functionalities of the platform. As the course progresses, you will dive deeper into more advanced features such as formatting, contact management, and data hierarchy. You will explore how to customize columns, feed data manually or automatically, and set up permissions for team collaboration. Additionally, the course covers essential functions like conditional formatting, logical operators, and text manipulation to automate routine tasks, allowing for increased productivity. In the final sections, you will learn advanced concepts like updating cell values based on attachments and alerting team members about assigned tasks. By the end of this tutorial, you’ll have a solid understanding of Smartsheet’s robust capabilities and how to apply them to real-world scenarios. Basic computer skills are required, but no prior knowledge of Smartsheet is necessary. This course is ideal for project managers, business professionals, and team leaders who want to manage projects and collaborate efficiently. A basic understanding of spreadsheets and cloud platforms is helpful but not required.

Syllabus

Introduction to Smartsheet

In this module, we will introduce you to the basics of Smartsheet. You will learn how to create an account and familiarize yourself with the home screen interface, laying the foundation for effective use of Smartsheet in your projects.

Take a Smartsheet Tour

In this module, we will explore the key functionalities of Smartsheet. You will gain hands-on experience creating new sheets, working with data types, and organizing information using hierarchies and autonumbering.

Smartsheet Contacts

In this module, we will cover everything you need to know about managing contacts in Smartsheet. You will learn to create and edit contacts, import and export contact lists, form and manage contact groups, and use advanced sharing, email scheduling, and conversation features.

Formatting and Functions

In this module, we will delve into the various formatting and functional capabilities of Smartsheet. You will learn to enhance the visual appeal of your sheets, apply conditional formatting, and utilize a range of functions and operators to analyze and manipulate data effectively.

Sorting and Filtering

In this module, we will focus on sorting and filtering techniques in Smartsheet. You will learn to organize data through sorting, create and manage filters, insert hyperlinked images, reference cells, and use activity logs to track changes.

Advanced Concepts

In this module, we will explore advanced Smartsheet concepts. You will learn to update cell values using attachments, set task-based alerts, modify workflows, share customized data, and assign tasks effectively, enhancing your project management capabilities.