Smartsheet Essential Training
1h 37mBeginner2024-06-05
Authors

Garrick Chow
Senior Staff Instructor at LinkedIn Learning
Course details
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. Learn how to create and format sheets, add attachments, and utilize different views. Explore ways you can use formulas, formatting, and forms in sheets, and then dive into sharing, including permission levels, sharing multiple sheets, and creating a dashboard for easy sharing. This course offers you all the essential knowledge that you need to get started in Smartsheet.
Skills covered
SmartsheetProject Management SoftwareProject ManagementEssential TrainingBusiness Software and Tools
Concepts
Introduction
- Manage work smoothly with Smartsheet
- Set up a free account to follow along
- Navigate around Smartsheet
Work with Sheets
- Create a new sheet
- Rows and hierarchy
- Filter columns
- Add attachments
- Add and view comments
- Work in Card View
- Work in Gantt View
- Work in Calendar View
Formulas and Formatting
- Create formulas
- Work with percentages
- Apply conditional formatting rules
- Clone a rule
Forms
- Create a form
- Add fields and columns
- Use conditional logic
- Automate notifications
- Control submission options and share
Sharing
- Permission levels and sharing
- Share an entire sheet
- Share selected rows
- Share as a PDF
- Share multiple sheets from a workspace
- Create a dashboard for easy sharing
Conclusion
- Find more info and join the community