Description

Introduction:
This training provides a solid foundation in Smartsheet, focusing on creating, managing, and collaborating on sheets and grids. Participants will learn essential features such as formatting, sharing, permissions, and basic automation to streamline team workflows and improve productivity across projects.

Prerequisites:
Basic computer skills
Familiarity with spreadsheets such as Excel or Google Sheets
Understanding of project or task tracking concepts
Access to Smartsheet account (recommended)

Table of Contents:

1. Smartsheet Overview
   1.1 Introduction to Smartsheet Interface
   1.2 Understanding Sheets, Grids, and Views
   1.3 Navigating Workspaces and Home Screen

2. Working with Sheets & Grids
   2.1 Creating New Sheets from Templates and Scratch
   2.2 Configuring Columns, Types, and Properties
   2.3 Adding, Editing, and Formatting Rows
   2.4 Using Filters, Sort, and Group Features

3. Collaboration Essentials
   3.1 Sharing Sheets with Users and Groups
   3.2 Understanding Permission Levels
   3.3 Comments, Conversations, and Attachments
   3.4 Versioning and Activity Log

4. Views & Visualization
   4.1 Grid View, Gantt View, Card View, and Calendar View
   4.2 Conditional Formatting Rules
   4.3 Highlighting Key Tasks and Status Indicators

5. Automation Basics
   5.1 Setting Up Alerts and Reminders
   5.2 Approval Requests and Notifications
   5.3 Recurring Tasks and Date Automations

6. Forms & Data Inputs
   6.1 Creating Forms for Data Collection
   6.2 Form Logic and Field Mapping
   6.3 Managing Submitted Data in Sheets

7. Best Practices
   7.1 Naming Conventions and Folder Structures
   7.2 Best Use of Comments and Tags
   7.3 Data Accuracy, Sheet Limits, and Maintenance Tips

This course equips learners with the core skills needed to build, manage, and collaborate on Smartsheet projects effectively. By the end, participants will confidently use Smartsheet to improve task clarity and team coordination.