This comprehensive Smartsheet tutorial will teach you how to use Smartsheet as a project manager, no matter if you’re a beginner or a pro. Start with a single project and work your way up to multiple projects, with reports, dashboards, and automations (workflows) to tie them all together.
Here’s what you’ll learn:
First, you’ll get familiar with Smartsheet’s main editor: the smart spreadsheet! Manage tasks and subtasks and learn how to organize and customize columns (contact list, dates, etc.).
Then, you’ll explore the Gantt view, including Smartsheet’s advanced dependency tracking (Predecessors), and how to set project milestones and baselines.
Next, you’ll learn how you can use cell and column formulas specific to project management to speed up calculations for your sheets.
Then, you’ll learn how to use Conditional Formatting to call attention to different parts of your sheet automatically.
Next, you’ll explore team collaboration–through comments and conversation, file attachments, and proof reviews.
Then it’s time to learn about workflows, to automate common tasks so you spend less time doing busy work. Examples include notifying members when they have tasks assigned and automatically requesting status updates before your weekly review.
That ends the single project track. Then stick around to learn how to roll-up multiple sheets into reports.
Finally, this walkthrough ends with turning your reports into visual dashboards you can use to get a bird’s-eye view of multiple projects.
🚀 Get started with Smartsheet for free at https://bit.ly/trysmartsheet
Host: David DeWinter
Kevin Stratvert 