Overview

This certificate is designed for beginner users who aspire to learn foundations of Smartsheet and its collaborative and optimizing capabilities.

Length: 8-hours

Mode of Instruction: Virtual (Instructor led) 

Prerequisites: Basic understanding of MS Excel (Optional)

Level: Beginner

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Outcomes

After completing this certificate course, a user will be able to

• Setup, configure and manage workspaces, folders and sheets

• Use basic sheet functions

• Setup simple reports

• Collaborate with other users

• Setup alerts, reminders and update requests

• Communicate and manage work using Smartsheet

 

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Course Content

 

Getting Started

• Personal Settings & Navigation

• Understand various user types & Permissions

• Creating new sheets, folders & workspaces

• Adding contact within My Smartsheet Contacts

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Create

• Organize work with hierarchy

• Centralize communication with the use of comments and attachments

• Create basic formulas

• Introduction to views: Grid, Gantt, Calendar & Card

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Work with Sheets

• Formatting & Navigation

• Inserting & re-arranging rows & columns

• Utilize column properties

• Import & Export sheets to PDF & Excel

• Cell History & Highlight Changes

• Activity log

• Build conditional formatting rules to visually track updates and information

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Collaborate

• Workspaces & sharing permissions

• User & Group Management

• Creating & sharing filters

• Discussion, Comments & Attachments

• Use update requests to get information from external collaborators

• Set up alerts and act on those when notified in Smartsheet’s Notification Center

• Set row and sheet level reminders

• Tracking sheet changes through cell history, activity log and highlight changes

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Communicate

• Sending Update Requests

• Notification & Reminders

• Send work via sending a row and sending a sheet

• Share work by inviting collaborators and assigning permission levels

• Print and publish sheets to allow greater audiences to view your work

• Create criterion-based report