Managing Projects with Smartsheet

Course details

Learn how to plan, set up, and report on projects in Smartsheet, leveraging project management best practices. This course enables project managers and other knowledge workers to build upon their basic Smartsheet skills and get the most out of this powerful tool. Jeremy Williams takes you through the chronological process of building out, optimizing, and automating your project workflows in Smartsheet. Jeremy demonstrates how to seamlessly integrate projects into programs and portfolios, and report on progress for each level. Take this course to be able to effectively build out a project management solution for your stakeholders and team members using Smartsheet.

Learning objectives
Identify what advanced functionalities of Smartsheet are best for project/program/portfolio management best practices.
Describe how to create, develop, and automate how to run projects in Smartsheet to improve personal and team efficiency and productivity.
Explain the process of integrating individual projects into broader programs and portfolios.
Cite the key features in Smartsheet that allow project managers to align projects with organizational goals.
Demonstrate how to generate and summarize progress reports for individual projects, programs, and portfolios, providing insights for stakeholders and decision-makers.

Concepts

0. Introduction

01 - Building a project management solution in Smartsheet
02 - Smartsheet basics

1. Solution Initiation

03 - Solution planning
04 - Permissions and user roles
05 - Account management and organization
06 - Initial admin workflows

2. Solution Planning

07 - Uploading existing data
08 - Establishing or creating standardized templates
09 - Template creation part two
10 - Interlinking and reporting with standardized templates
11 - Resource allocation and management

3. Project Creation and Execution

12 - Integrating with other tools
13 - Project intake template
14 - Project creation
15 - Project execution best practices

4. Project Closure

16 - Archiving completed or cancelled projects
17 - General data cleanup and maintenance

5. Program and Portfolio Management

18 - Building a project summary sheet
19 - Building data summary tables
20 - Leveraging advanced reports
21 - Building and maintaining dynamic dashboards
22 - Data quality processes

6. Enhancing Team Performance

23 - Improving team collaboration
24 - Effective use of comments, alerts, and update requests
25 - Establishing useful automations

Conclusion

26 - Solution overview
27 - Recap and key takeaways
28 - Taking your solution forward

Managing Projects with Smartsheet

Authors

Jeremy Williams