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YouTube

Smartsheet Project Management - Reports, Dashboards, and Workflows Tutorial

Kevin Stratvert via YouTube

Overview

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Learn essential project management skills in this 24-minute video tutorial focused on mastering Smartsheet's features and functionalities. Start with creating basic project plans in the smart spreadsheet editor, then advance to managing tasks, customizing columns, and utilizing the Gantt view for dependency tracking and milestone setting. Explore project management-specific formulas for calculations, implement conditional formatting for visual task management, and leverage team collaboration tools including comments and file attachments. Discover how to automate workflows to reduce manual tasks, such as automated notifications and status update requests. Progress to advanced concepts like creating multi-project reports and transforming them into visual dashboards for comprehensive project portfolio management. Hosted by David DeWinter, the tutorial provides hands-on demonstrations and practical examples suitable for both beginners and experienced project managers looking to enhance their Smartsheet proficiency.

Syllabus

- Introduction
- Get Smartsheet
- Tutorial Starts
- New Project Plan Sheet
- Gantt View Predecessors and Milestones
- On-Track or Off-Track? Project Baselines
- Project % Completion Formulas
- Risky Tasks Conditional Formatting
- Team Communication
- Automations Workflows
- Project Portfolio Reports
- Dashboards
- Wrap-Up

Taught by

Kevin Stratvert

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