Smartsheet Essential Training

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Smartsheet is a popular tool for collaborating with colleagues, tracking project progress, managing shared calendars, and sharing documents. In this course, instructor Garrick Chow shows you how to set up a free account and covers the basics of using and getting the most out of Smartsheet. Garrick starts with creating and formatting sheets, adding attachments, and utilizing different views. He covers working with formulas and formatting sheets and then goes over sharing, including understanding permission levels, and setting a default sharing view. He demonstrates how you can create, customize, and distribute forms. Then Garrick concludes with a discussion of ways you can publish and share your sheets.

01 - Introduction

01 - Manage projects effectively with Smartsheet

02 - Set up a free account to follow along

03 - Navigate around Smartsheet

02 - 1. Sheets

01 - Create a new sheet

02 - Rows and hierarchy

03 - Filter columns

04 - Add attachments

05 - Add and view comments

06 - Work in Card View

07 - Work in Gantt View

08 - Work in Calendar View

03 - 2. Formulas and Formatting

01 - Create formulas

02 - Work with percentages

03 - Apply conditional formatting rules

04 - Clone a rule

04 - 3. Forms

01 - Create a form

02 - Add fields and columns

03 - Use conditional logic

04 - Automate notifications

05 - Control submission options and share

05 - 4. Sharing

01 - Permission levels and sharing

02 - Share an entire sheet

03 - Share selected rows

04 - Share as a PDF

05 - Publish a Smartsheet

06 - Share multiple sheets from a workspace

07 - Create a dashboard for easy sharing

06 - Conclusion

01 - Find more info and join the community

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تولید کننده: LinkedIn Learning (Lynda)