Course Information
Course Overview
Want to use Smartsheet to manage your projects at work? I'll help you build a ready-to-launch solution in a day!
-Updated for 2021-
This course will give you everything you need to build a project portfolio management solution in Smartsheet. And, get it done in one day!
I will walk you through all the steps to build a ready-to-launch solution equipped with automation workflows, reports, filters, and an appealing, easy-to-understand dashboard for your audience.
In this course, we will cover:
· Smartsheet Basics
· Developing key metrics for more impactful goals.
· Creating a sheet to track and manage how projects are progressing.
· Creating a sheet that quantifies your data for the dashboard.
· Building a report that displays a Gantt view
· Building automation workflows that save you time.
· Building conditional formatting rules and filters to easily navigate sheets
· Configuring a dashboard that will be digestible and attractive to your audience.
- Meet your instructor –
Rochelle is the CEO of Agilize Consulting based in Florida. She and her team work with clients around the world building solutions that amplify productivity in their organizations.
Her courses are tailored around real-life applications and scenarios that prove more valuable than generic instructional courses.
By the end of Rochelle's courses, you will have the working knowledge of the topic at hand and a ready-to-use solution that can be quickly integrated into your organization.
Course Content
- 7 section(s)
- 12 lecture(s)
- Section 1 Welcome to the Course!
- Section 2 Metrics Mean Things!
- Section 3 The Foundation
- Section 4 Optimize and Automate
- Section 5 Setting the Stage for your Dashboard
- Section 6 A Beautiful Ending: Creating your Dashboard
- Section 7 YOU DID IT!
What You’ll Learn
- Get a crash course in Smartsheet Basics.
- Develop key metrics for more impactful goals.
- Create sheets that manage projects, and quantify your dashboard data.
- Optimize sheets with filters, conditional formatting, and automation workflows.
- Configure a digestible and attractive dashboard that will impress your boss.
Skills covered in this course
Reviews
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GGerardo Zorzoni
Efectivo y Agil para crear un informe visual de todos los proyectos de una cartera. recomendable
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NNeona Smith-Solt
This has really helped me understand similarities and differences between the smartsheet and excel.
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JJanice Chin
I love that I was able follow along and create my own dashboard. I now need to create the same thing for my multiple project plans.
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AAston Samuels Jr
We need the formulas to work. Other than that an amazing class.