Smartsheet Bootcamp
Course Overview
Dive deep into Smartsheet with our comprehensive "Basics to Administrator" Bootcamp. Crafted for licensed Smartsheet users, this hands-on experience takes participants from foundational concepts to advanced functionalities. Under the expert guidance of our instructor, you'll not only learn but actively create, building a foundational template set from start to finish.
Course Highlights
- Smartsheet Mastery: Navigate the interface, manage sheets, create reports, design dashboards, and harness the power of automations.
- Interactive Learning: Our "Learn by Doing" approach ensures you grasp each concept thoroughly.
- Comprehensive Content: While focusing on core functionalities, note that premium products are not covered in this course.
- Who Should Attend: Aimed at those aspiring to be Smartsheet administrators, actively involved in crafting Smartsheet assets.
- Duration: 10 immersive hours, segmented into 2-3 hour focused sessions.
- Enrollment Details: To maintain an interactive environment, each course hosts a maximum of 5participants. Personalized sessions can be arranged upon request.
- Prerequisites: A Smartsheet license is essential, but no prior Smartsheet knowledge is needed.
COURSE CONTENT
Section 1 - Smartsheet Overview
- Navigating the interface
- Workspaces
- User types
- Sharing Permissions
- Smartsheet Assets
Section 2 - Sheets
- Creating sheets
- Column Types
- Importing into Smartsheet
- Hierarchy
- Comments
- Attachments and Proofs
- Conditional Formatting
- Update Requests
- Send a Row
- Filters
- Formulas/Functions/Cell Linking
- Sheet Governance
- Document Generator
Section 3 - Reports
- Building Reports
Section 4 - Dashboards
- Explore all Widget Types
- Building Dashboards
Section 5 - Forms
- Building Forms
Section 6 – Automations
- Automation overview
- Alerts
- Reminders
- Update Requests
Section 7 – System Admin
- User Management
- Account Management
- Data Backups
- Security