Description

Introduction:
This training focuses on advanced Smartsheet capabilities including complex automation, workflow design, reporting, dashboards, and data optimization. Participants will learn how to build scalable solutions that streamline processes, enhance visibility, and support enterprise-level project management.

Prerequisites:
Completion of Smartsheet fundamentals or equivalent experience
Basic understanding of automation and workflow concepts
Familiarity with project tracking and reporting
Access to Smartsheet licensed features (recommended)

Table of Contents:

1. Advanced Smartsheet Overview
   1.1 Key Advanced Features and Use Cases
   1.2 Sheet Linking, Cross-Sheet References, and Data Flow
   1.3 Smartsheet Architecture for Scalable Solutions

2. Automation & Workflow Design
   2.1 Building Multi-Step Automated Workflows
   2.2 Conditional Alerts, Triggers, and Custom Logic
   2.3 Automated Approvals and Multi-Level Sign-Offs
   2.4 Time-Based and Recurring Automation Rules

3. Data Linking & Cross-Sheet Operations
   3.1 Linking Sheets for Master Dashboards
   3.2 Cross-Sheet Formulas and Summaries
   3.3 Index-Match, VLOOKUP, and Lookup Best Practices
   3.4 Cell Linking vs. Reports: Choosing the Right Approach

4. Reporting & Data Aggregation
   4.1 Building Row Reports, Summary Reports, and Multi-Sheet Reports
   4.2 Applying Filters, Grouping, and Sort Logic
   4.3 Creating Consolidated Project or Portfolio Status Reports
   4.4 Publishing and Sharing Reports with Stakeholders

5. Dashboards & Visualization
   5.1 Designing Interactive Dashboards
   5.2 Using Widgets: Metrics, Charts, Shortcuts, and Rich Text
   5.3 Visual KPIs and Health Indicators
   5.4 Real-Time Portfolio Insights

6. Advanced Forms & Data Collection
   6.1 Conditional Logic and Dynamic Form Behavior
   6.2 Collecting Data into Multiple Sheets
   6.3 Automated Routing of Form Submissions

7. Optimization & Governance
   7.1 Sheet Performance Optimization
   7.2 Managing Permissions at Scale
   7.3 Audit Logs, Version Control, and Compliance
   7.4 Best Practices for Enterprise Governance

8. Integrations & Extensions
   8.1 Connecting Smartsheet with Jira, Salesforce, and Teams
   8.2 Using Data Shuttle and Data Mesh
   8.3 API Introduction for Custom Automation
   8.4 Smartsheet WorkApps for Role-Based Experiences

This course empowers learners to design automated workflows and high-impact reporting structures that enhance efficiency and visibility. By the end, participants will be able to create enterprise-ready Smartsheet solutions that support scalable, automated business processes.