Smartsheet for Project Management

Module 1: Introduction to Smartsheet

• What is Smartsheet and how it differs from Excel and traditional PM tools
• Smartsheet pricing plans and enterprise features
• Navigating Smartsheet: sheets, reports, dashboards, and WorkApps
• Creating your first sheet and understanding grid view
• Understanding Smartsheet's core objects: sheets, rows, columns, cells
• Smartsheet vs Monday.com vs Asana: choosing the right tool

Module 2: Building Project Plans in Smartsheet

• Creating a project plan sheet from scratch vs using templates
• Hierarchy and indentation: parent rows, child rows, and summaries
• Column types: text, date, dropdown, contact, checkbox, formula
• Setting up dependencies and the Critical Path feature
• Gantt chart view: visualising timelines in Smartsheet
• Calendar view for deadline management

Module 3: Formulas & Automation

• Core Smartsheet formulas: SUMIF, COUNTIF, IF, VLOOKUP, INDEX/MATCH
• Cross-sheet formulas and cell links
• Building automated workflows with no-code automation rules
• Trigger types: time-based, row-based, and cell-change triggers
• Alert and reminder automations for task deadlines
• Approval workflows in Smartsheet

Module 4: Collaboration & Sharing

• Sharing sheets with collaborators: viewer, commenter, editor, admin
• Using Update Requests to collect status from team members
• Row-level sharing and restricted views
• Proofing and commenting on attachments within Smartsheet
• Activity log and version history tracking
• Integration with Microsoft Teams, Slack, and email

Module 5: Reporting & Dashboards

• Creating Smartsheet reports: row reports and summary reports
• Filtering, grouping, and sorting data in reports
• Building dashboards with charts, metrics, and web content
• Sharing dashboards with executives and stakeholders
• Real-time data refresh and automated dashboard updates
• Embedding Smartsheet dashboards in external portals

Module 6: Forms & Data Collection

• Creating Smartsheet forms for data intake
• Conditional logic in forms: dynamic question flows
• Mapping form responses to sheet columns
• Using forms for project intake, risk logs, and change requests
• Embedding forms on websites and SharePoint
• Form response notifications and automated follow-up

Module 7: Portfolio & Programme Management

• Using Control Center for programme-level management
• Blueprint provisioning for standardised project creation
• Portfolio rollup reports from multiple project sheets
• Resource Management by Smartsheet: capacity planning
• Managing a project portfolio from a single dashboard
• Smartsheet WorkApps: building custom project management apps

Module 8: Integrations, Administration & Best Practices

• Native integrations: Jira, Salesforce, Microsoft 365, Google Workspace
• Smartsheet Bridge for complex workflow automation
• API basics for custom integrations
• Smartsheet system admin: user management, groups, and licensing
• Template creation and distribution within organisations
• Best practices for Smartsheet governance and adoption

Smartsheet Certified Professionals with Hands-On Deployment Experience Our Smartsheet instructors hold Smartsheet Product Certifications and have deployed Smartsheet solutions for teams of 10 to 10,000 across marketing, operations, IT, and construction. They know how to make Smartsheet work for different types of teams and industries.

Business Process Automation Specialists Trainers specialise in designing no-code automation solutions in Smartsheet, helping teams eliminate manual reporting, automate approvals, and reduce administrative overhead. Real automation examples from client implementations are used throughout the course.

Data Visualisation & Dashboard Design Our instructors have designed executive dashboards for C-suite audiences, combining Smartsheet reports, charts, and integrations with Power BI and Google Data Studio. Learners benefit from their visual design expertise as well as technical Smartsheet knowledge.

Cross-Functional Team Training Experience Smartsheet is used across functions — from marketing campaigns to construction schedules. Our trainers are adept at making Smartsheet accessible and immediately useful for cross-functional teams with varying technical backgrounds.

Community-Driven Learning Approach Instructors actively participate in the Smartsheet Community and Champions programme, ensuring their knowledge reflects the latest features, best practices, and real use cases shared by thousands of Smartsheet power users worldwide.