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Smartsheet Essential Training (2022)

Smartsheet Essential Training (2022)

1h 33mIntermediate2022-11-30

Authors

Garrick Chow

Garrick Chow

Senior Staff Instructor at LinkedIn Learning

Course details

Smartsheet is a popular tool for collaborating with colleagues, tracking project progress, managing shared calendars, and sharing documents. In this course, instructor Garrick Chow shows you how to set up a free account and covers the basics of using and getting the most out of Smartsheet. Garrick starts with creating and formatting sheets, adding attachments, and utilizing different views. He covers working with formulas and formatting sheets and then goes over sharing, including understanding permission levels, and setting a default sharing view. He demonstrates how you can create, customize, and distribute forms. Then Garrick concludes with a discussion of ways you can publish and share your sheets.

Skills covered

SmartsheetProject Management SoftwareProject ManagementEssential TrainingBusiness Software and Tools

Concepts

0. Introduction

  • 01 - Manage projects effectively with Smartsheet
  • 02 - Set up a free account to follow along
  • 03 - Navigate around Smartsheet

1. Sheets

  • 04 - Create a new sheet
  • 05 - Rows and hierarchy
  • 06 - Filter columns
  • 07 - Add attachments
  • 08 - Add and view comments
  • 09 - Work in Card View
  • 10 - Work in Gantt View
  • 11 - Work in Calendar View

2. Formulas and Formatting

  • 12 - Create formulas
  • 13 - Work with percentages
  • 14 - Apply conditional formatting rules
  • 15 - Clone a rule

3. Forms

  • 16 - Create a form
  • 17 - Add fields and columns
  • 18 - Use conditional logic
  • 19 - Automate notifications
  • 20 - Control submission options and share

4. Sharing

  • 21 - Permission levels and sharing
  • 22 - Share an entire sheet
  • 23 - Share selected rows
  • 24 - Share as a PDF
  • 25 - Publish a Smartsheet
  • 26 - Share multiple sheets from a workspace
  • 27 - Create a dashboard for easy sharing

Conclusion

  • 28 - Find more info and join the community

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