Smartsheet Essentials: A Step-By-Step Guide For Beginners

Hands-On Projects, Real-World Templates, and Automation Workflows

What you'll learn

Foundations: Navigating the Smartsheet interface, setting up sheets and columns, importing data

Project Tracking: Gantt charts, dependencies, critical path, and milestone reporting

Dashboards & Reports: Designing executive-grade dashboards, automated report delivery

Automation & Workflows: Alerts, reminders, conditional logic, multi-step approval flows

Advanced Tips: Cell linking, cross-sheet formulas, integrations (Forms, Google/Microsoft, Zapier)

Real-World Templates: Ready-to-use templates for marketing calendars, construction schedules, sales pipelines

Requirements

A project or process you’d like to organize

Description

Unlock the full power of Smartsheet to plan, track, and automate any project or process. This comprehensive course combines hands-on exercises, real-world templates, and step-by-step guidance to help you master Smartsheet’s core features and advanced capabilities. You’ll start by setting up sheets, defining columns, and importing data. Then you’ll learn to build Gantt charts, establish task dependencies, and generate milestone reports to keep your projects on schedule. Next, discover how to create dynamic dashboards with charts, KPIs, and data widgets that provide at-a-glance insights for stakeholders. You’ll also automate repetitive tasks with alerts, reminders, and multi-step approval workflows to ensure nothing slips through the cracks. Throughout the course, work with ready-to-use templates for marketing calendars, construction schedules, and sales pipelines, and customize them to suit your unique requirements. You’ll practice sharing sheets, collecting updates via forms, and configuring permissions to foster seamless collaboration. By the end, you’ll be comfortable using cross-sheet formulas, cell linking, and integrations with popular tools such as Google Workspace, Microsoft Office, and Zapier. Whether you’re new to Smartsheet or looking to deepen your expertise, this course delivers practical skills you can apply immediately. Ideal for project managers, marketers, operations leads, and any professional seeking to boost team productivity, you’ll leave with the confidence to transform how your organization plans, tracks, and executes work. You’ll also explore best practices for version control, data security, and user permissions to ensure your workflows remain organized. Upon completion, you will confidently design Smartsheet solutions that drive results from day one

Overview

Section 1: Introduction

Lecture 1 CREATE NEW SHEET

Lecture 2 ROWS OPTION

Lecture 3 HIERARCHY

Lecture 4 FILTERS

Lecture 5 ATTACHMENTS

Lecture 6 ADDING COMMENTS

Lecture 7 CARD VIEW

Lecture 8 GANTT VIEW

Lecture 9 CALENDER VIEW

Section 2: FORMULAS AND FOR MATING

Lecture 10 CREATE FORMULAS

Lecture 11 PERCENTAGES

Lecture 12 CONDITIONAL FOR MATING

Lecture 13 CLONING RULES

Section 3: CONTACT LISTS

Lecture 14 IMPORT CONTACT LIST

Lecture 15 EXPORTING CONTACT LISTS

Lecture 16 CREATE A GROUP

Lecture 17 SHRING SHEET AND ROWS IN A GROUP

Section 4: FORMS

Lecture 18 CREATE A FROM

Lecture 19 ADD FIELDS AND COLUMNS

Lecture 20 AUTOMATION

Lecture 21 SUBMISSION OPTION AND SHARE

Section 5: SHARE

Lecture 22 PERMISSION LEVELS AND SHARING

Lecture 23 SHARE SHEET

Lecture 24 SEND SPECIFIC ROWS

Lecture 25 SEND AS PDF

Project managers and PMO leads,Marketing, HR, and operations teams,Construction and engineering coordinators,Anyone who wants to optimize processes and boost team productivity