Smartsheet Project Management - Lead Projects With Ease

Smartsheet makes managing projects simple - Learn Smartsheet Project Management from Start to Finish

What you'll learn

Learn how to confidently lead any project using powerful Smartsheet project management techniques from start to finish.

Discover how to set up, manage, and track projects with ease using Smartsheets intuitive tools and workflows.

Master workflow automation in Smartsheet to reduce manual tasks and increase your team’s productivity.

Explore how to integrate single projects into broader programs and portfolios for a big-picture view of progress.

Build dynamic dashboards and reports in Smartsheet to keep your team and stakeholders informed at every stage.

Use Smartsheet project management to align your daily tasks with long-term goals and company strategy.

Learn how to scale Smartsheet solutions across teams, departments, and organizations for maximum impact.

Gain hands-on experience with real-world Smartsheet templates, examples, and guided practice.

Turn Smartsheet into your project command center—streamlining communication, planning, and reporting.

Walk away ready to build smarter workflows and lead successful projects using the full power of Smartsheet.

Requirements

All you need is a computer and a reliable internet connection.

No prior experience required—start learning whenever it suits you.

This course has no prerequisites—just bring your curiosity and willingness to learn.

Description

Smartsheet is your go-to solution for driving smarter, faster, and more organized project execution. This comprehensive course dives into Smartsheet project management, helping you move beyond the basics and build advanced skills that maximize your team’s productivity and clarity. Whether you’re managing small projects or large-scale initiatives, this course shows you how to turn Smartsheet into a dynamic project management hub.Designed for project managers, team leads, and professionals with foundational Smartsheet knowledge, this course delivers a hands-on learning experience focused on real-world application. You’ll explore how to build structured project plans, automate tasks, monitor performance, and scale your work across programs and portfolios using Smartsheet project management techniques.Led by an experienced instructor, this course mirrors the full project lifecycle—from initial setup to execution and reporting. You'll learn how to align your project workflows with organizational goals, ensuring visibility, strategic direction, and high-impact results across all levels of your organization.Throughout the course, you’ll unlock the power of Smartsheet through practical examples, templates, and step-by-step guidance. By the end, you’ll be equipped to create scalable solutions, streamline collaboration, and deliver clear, actionable insights to stakeholders—all using the full potential of Smartsheet.What You'll Learn:How to plan, launch, and manage projects using best practices in SmartsheetTechniques to automate workflows and reduce manual, repetitive tasksMethods to connect individual projects into larger programs and portfoliosStrategies to align project activities with broader business goalsWays to design dashboards and reports that offer deep insights for decision-makersLearning Objectives:Apply advanced Smartsheet features to support end-to-end project, program, and portfolio management.Automate project processes to increase productivity and reduce errors.Seamlessly integrate projects into larger strategic initiatives.Use Smartsheet tools to keep teams aligned with business objectives.Create insightful reports and summaries that drive smarter stakeholder decisions.Why Take This Course?Practical and hands-on: Apply what you learn immediately with demos, templates, and guided exercisesStrategic and scalable: Learn to build systems in Smartsheet that grow with your project needsHigh-demand skills: Strengthen your expertise for industries like tech, marketing, healthcare, and constructionBoost impact: Enhance collaboration, automate processes, and improve reporting clarity with Smartsheet.

Overview

Section 1: Introduction

Lecture 1 Smartsheet Fundamentals

Section 2: Solution Initation

Lecture 2 Planning Effective Solutions

Lecture 3 User Roles & Permission Settings

Lecture 4 Account Setup & Organization Management

Lecture 5 Getting Started with Admin Workflows

Section 3: Solution Planning

Lecture 6 Importing and Uploading Existing Data

Lecture 7 Building Standardized Templates from Scratch

Lecture 0 Advanced Template Creation Techniques

Lecture 8 Linking Templates for Reporting & Insights

Lecture 9 Managing Resources and Team Allocation

Section 4: Project creation and Execution

Lecture 10 Integrating Smartsheet with External Tools

Lecture 11 Creating a Project Intake Template

Lecture 12 Setting Up New Projects Efficiently

Lecture 13 Best Practices for Project Execution

Section 5: Project Closure

Lecture 14 Archiving Completed or Cancelled Projects

Lecture 15 Routine Data Cleanup & Maintenance

Section 6: Program and Portfolio Management

Lecture 16 Designing a Project Summary Sheet

Lecture 17 Creating Effective Data Summary Tables

Lecture 18 Using Advanced Reports for Deeper Insights

Lecture 19 Building and Managing Dynamic Dashboards

Lecture 20 mplementing Data Quality Assurance Processes

Section 7: Enhancing Team Performance

Lecture 21 Enhancing Team Collaboration in Smartsheet

Lecture 22 Using Comments, Alerts & Update Requests Effectively

Lecture 23 Creating and Managing Smart Automations

Beginners eager to explore Smartsheet and discover how to harness its full capabilities.,Future project managers aiming to strengthen their knowledge and master core project management practices.