Description

Introduction of Smart Sheets for Project Management
Smart Sheets is a dynamic cloud-based platform designed for efficient work management and collaboration. It combines the familiarity of spreadsheet tools with advanced features like automation, reporting, and real-time collaboration. Whether you’re managing a small project or an enterprise-wide initiative, Smart Sheets provides the tools necessary to streamline workflows, track progress, and optimize team performance. This training will help users unlock the full potential of Smart Sheets, transforming the way teams plan, manage, and execute projects with greater precision and efficiency.

Prerequisites

1. Basic understanding of project management concepts, including task management and scheduling.
2. Familiarity with spreadsheet software (e.g., Microsoft Excel or Google Sheets) to work comfortably with Smart Sheets’ grid interface.
3. Access to a Smart Sheets account to practice and implement training concepts in real-time.
4. Basic computer skills and a stable internet connection to navigate the platform efficiently.

TABLE OF CONTENT

1.Introduction to Smart Sheets

1.1 Overview
1.2 Key Features

2.Getting Started

2.1 Creating a Smart Sheet
2.2 Navigating the Interface
2.3 Setting Up Your Workspace

3.Basic Functions

3.1 Entering Data
3.2 Formatting Cells
3.3 Sorting and Filtering
3.4 Basic Formulas

4.Advanced Features

4.1 Conditional Formatting
4.2 Data Validation
4.3 Collaborative Editing
4.4 Importing and Exporting Data

5.Automation with Smart Sheets

5.1 Using Templates
5.2 Alerts and Notifications
5.3 Automating Repetitive Tasks

6.Integration with Other Tools

6.1 Smart Sheets and Microsoft Excel
6.2 Smart Sheets API Integration(Ref: MuleSoft Integration with Salesforce: A Practical Guide)
6.3 Integrating with Project Management Tools

7.Advanced Formulas and Functions

7.1 SUMIFS and COUNTIFS
7.2 INDEX and MATCH
7.3 Lookup Functions

8.Customizing Smart Sheets

8.1 Creating Custom Views
8.2 Dashboard Creation
8.3 Themes and Styling