15 Topics
10 Days
75 Sessions
Programme Overview
Training Description
Who Should Attend
- Team Leaders and Supervisors
- Product Managers and Product Owners
- Agile Project Management Professionals
- Administrative and Executive Support Professionals
- Digital Transformation Managers
- IT Project Teams
- Resource Managers
- Consultants and Implementation Specialists
- Entrepreneurs and Business Owners
- Professionals responsible for planning, tracking, and reporting projects
Session Objectives
- Understand the core functionalities of Smartsheet
- Create and manage sheets for various projects
- Set up and track project schedules
- Automate workflows and notifications
- Build interactive dashboards for reporting
- Collaborate with internal and external stakeholders
- Manage project resources and budgets
- Use formulas and functions to enhance sheets
- Create and deploy web forms
- Integrate Smartsheet with other applications
About the Course
The Synergy Unleashed: Smartsheet Project Management Training Course is designed to equip professionals with the practical skills required to plan, execute, monitor, and deliver projects effectively using Smartsheet’s powerful work management platform. The course focuses on leveraging Smartsheet to enhance collaboration, automate workflows, manage resources, track performance, and improve project visibility across teams.
Participants will learn how to create dynamic project plans, manage tasks and dependencies, develop dashboards, automate processes, generate reports, and integrate Smartsheet into modern project management practices. Through hands-on exercises and real-world project scenarios, learners will discover how to transform project workflows, increase team productivity, and achieve better delivery outcomes.
Curriculum & Topics
15 Topics | 75 Sessions
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Workshop 1.1:
The user interface and key features
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Workshop 1.2:
Navigating the Smartsheet platform
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Workshop 1.3:
Understanding different sheet types (Grid, Gantt, Card, Calendar)
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Workshop 1.4:
Setting up your personal account
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Workshop 1.5:
Best practices for initial setup
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Workshop 2.1:
Creating a new sheet from scratch
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Workshop 2.2:
Importing data from Excel or Google Sheets
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Workshop 2.3:
Structuring your sheet with columns and hierarchy
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Workshop 2.4:
Using hierarchy to organize your tasks
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Workshop 2.5:
Saving and organizing your sheets and folders
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Workshop 3.1:
Sharing a sheet with team members
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Workshop 3.2:
Setting different permission levels
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Workshop 3.3:
Using comments and attachments for communication
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Workshop 3.4:
Highlighting changes with cell history
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Workshop 3.5:
Using update and approval requests
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Workshop 4.1:
Switching between Grid, Gantt, Card, and Calendar views
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Workshop 4.2:
Customizing columns and sheet layout
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Workshop 4.3:
Creating and saving custom filters
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Workshop 4.4:
Using sorting to organize data
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Workshop 4.5:
Adjusting the Gantt chart for better visualization
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Workshop 5.1:
Introduction to Smartsheet formulas
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Workshop 5.2:
Using common functions like SUM, COUNT, and AVERAGE
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Workshop 5.3:
Creating cross-sheet formulas
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Workshop 5.4:
Using VLOOKUP and INDEX/MATCH
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Workshop 5.5:
Troubleshooting formula errors
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Workshop 6.1:
Setting up simple automated workflows
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Workshop 6.2:
Creating automated alerts and reminders
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Workshop 6.3:
Using automated approval requests
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Workshop 6.4:
Building complex, multi-step workflows
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Workshop 6.5:
Monitoring workflow activity and history
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Workshop 7.1:
Understanding resource management in Smartsheet
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Workshop 7.2:
Setting up resource views and sheets
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Workshop 7.3:
Assigning resources to tasks
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Workshop 7.4:
Identifying and resolving resource over-allocations
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Workshop 7.5:
Creating reports on resource utilization
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Workshop 8.1:
The purpose and types of dashboards
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Workshop 8.2:
Creating a new dashboard
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Workshop 8.3:
Adding widgets to a dashboard
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Workshop 8.4:
Using reports to pull data from multiple sheets
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Workshop 8.5:
Sharing and publishing dashboards
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Workshop 9.1:
Creating a new Smartsheet form
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Workshop 9.2:
Customizing form fields and logic
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Workshop 9.3:
Sharing forms via URL or embed code
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Workshop 9.4:
Managing form submissions
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Workshop 9.5:
Using forms for data collection
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Workshop 10.1:
Integrating Smartsheet with Microsoft 365 and Google Workspace
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Workshop 10.2:
Using connectors for popular apps like Jira and Salesforce
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Workshop 10.3:
The Smartsheet API and its applications
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Workshop 10.4:
Understanding webhooks
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Workshop 10.5:
Connecting to Smartsheet with Zapier
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Workshop 11.1:
The role of Control Center in project management
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Workshop 11.2:
Building a project portfolio with Control Center
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Workshop 11.3:
Creating and managing project templates
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Workshop 11.4:
Using Control Center for standardized reporting
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Workshop 11.5:
Managing project intake and execution
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Workshop 12.1:
Setting sheet permissions and security
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Workshop 12.2:
Using sheet properties for project metadata
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Workshop 12.3:
Enabling dependencies and working days
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Workshop 12.4:
Adding sheet summary and summary fields
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Workshop 12.5:
The power of conditional formatting
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Workshop 13.1:
Introduction to Data Shuttle
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Workshop 13.2:
Using Data Shuttle to upload data
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Workshop 13.3:
Offloading data to another system
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Workshop 13.4:
Scheduling data workflows
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Workshop 13.5:
Best practices for data management
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Workshop 14.1:
Setting up capacity planning models
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Workshop 14.2:
Using resource views for forecasting
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Workshop 14.3:
Tracking actual hours against estimated hours
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Workshop 14.4:
Reporting on project costs and budgets
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Workshop 14.5:
Allocating resources across projects
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Workshop 15.1:
Best practices for data security
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Workshop 15.2:
Implementing access controls
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Workshop 15.3:
Using audit logs for compliance
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Workshop 15.4:
The importance of a governance plan
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Workshop 15.5:
Managing users and groups
