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Smartsheet for Project Management Course in chennai

825 Ratings

Smartsheet for Project Management Course in Chennai

Master project planning, collaboration, workflow automation, and enterprise project management with Edubrights’ Smartsheet for Project Management training in Chennai. This course is designed for students, freshers, project coordinators, business analysts, team leaders, operations professionals, project managers, and working professionals who want to efficiently manage projects, resources, and business processes using Smartsheet.

Gain hands-on experience with project planning, task tracking, dashboards, reporting, workflow automation, resource management, and real-world project execution scenarios through practical industry use cases.

Key Highlights:

✅ Real-Time Project Management Projects & Business Use Cases

✅ Live Instructor-Led Training by Experienced Project Management Experts

✅ Hands-On Practice with Smartsheet Project Management Platform

✅ Project Planning, Scheduling & Task Management Techniques

✅ Gantt Charts, Timelines & Project Tracking Workflows

✅ Team Collaboration, Resource Allocation & Workload Management

✅ Workflow Automation & Business Process Optimization

✅ Project Dashboards, Reports & Executive Visibility Solutions

✅ Risk Management, Issue Tracking & Project Governance

✅ Portfolio Management & Multi-Project Coordination Strategies

✅ Integration with Microsoft 365, Google Workspace & Enterprise Tools

✅ Performance Monitoring & Data-Driven Project Decision Making

✅ Resume Building, Portfolio Development & Mock Interview Preparation

✅ Career Guidance, Placement Assistance & Certification Support

✅ Flexible Online, Classroom & Weekend Training Options

✅ Corporate Training for Project Management, Operations & Business Teams

Build practical Smartsheet expertise, streamline project execution, and become industry-ready for careers in Project Management, Business Operations, Project Coordination, PMO Support, and Workflow Management.

Call Course Advisor

35000

42000

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Case Studies and Projects

2+

Hours of Training

20+

Placement Assurance

100%

Expert Support

Yes

Support & Access

Lifetime

Certification

Yes

Skill Level

All

Language

All

Course Objectives

1. How does Smartsheet help businesses manage projects efficiently?

This course helps learners understand how organizations plan, track, and manage projects using Smartsheet. Students learn how businesses organize tasks, schedules, resources, and team collaboration workflows in a centralized project management environment. It builds practical knowledge of modern project coordination and workflow management.

2. How will this course improve your project management skills?

Learners will understand how to create project plans, assign tasks, monitor deadlines, and manage project progress using Smartsheet tools. The course explains real-time project workflows used in business environments. It improves both project coordination and productivity management skills.

3. Why is project tracking important for organizations?

This course explains how businesses use project tracking systems to monitor task completion, deadlines, team performance, and operational efficiency. Learners understand how organized project workflows improve productivity and project delivery management. It also strengthens collaborative work management understanding.

4. How does the course help in team collaboration and workflow automation?

Students learn how organizations automate approvals, notifications, reminders, and workflow processes using Smartsheet features. The course introduces practical collaboration workflows used in project and operations management environments. It improves team coordination and workflow handling skills.

5. How can Smartsheet improve project visibility and reporting?

The course teaches how organizations create dashboards, reports, and visual project trackers to monitor progress, risks, and team activities. Learners understand how reporting improves project planning and decision-making efficiency.

6. What will you learn about project scheduling and resource management?

Learners will understand task scheduling, dependency management, project timelines, workload tracking, and resource planning concepts within Smartsheet. The course introduces project monitoring and reporting workflows used in modern organizations. It strengthens practical project management knowledge.

Popular Techniques Covered in This Course

Grid, Gantt, and Card View Optimization
Advanced Cross-Sheet Formulas
Automated Approval Workflows
Executive Dashboard Construction
Smartsheet Forms and Data Ingestion
Column Types and Data Validation
Report Builder and Data Grouping
Resource and Capacity Management
Workspace Security and Permissions
External Update Requests

Get Hands-on Knowledge about Real-Time Projects

Project 1

1. Enterprise IT Ticketing System with Smartsheet Forms

Developed an enterprise IT service management solution integrated with Smartsheet forms to streamline issue reporting and ticket handling processes across departments. Implemented automated ticket creation, priority-based assignment, approval workflows, and real-time status tracking to improve incident resolution efficiency and internal support operations.

Project 2

2. Construction Phase Timeline with Gantt Dependencies

Built a project planning and tracking solution for construction workflows that manages phase timelines, task dependencies, and milestone progress using interactive Gantt charts. Enabled real-time collaboration between teams, automated schedule adjustments for dependent tasks, and improved project visibility to minimize delays and resource conflicts.

Project 3

3. Automated Marketing Asset Approval and Review Workflow

Created a collaborative approval workflow system for marketing teams to manage campaign assets, content reviews, and stakeholder feedback in a centralized environment. Implemented automated review cycles, version tracking, approval notifications, and status-based routing to accelerate campaign launches and reduce communication gaps between creative and business teams.

Project 4

4. Multi-Project Resource Allocation and Capacity Planner

Developed a centralized planning platform to manage resource allocation across multiple projects by tracking employee availability, workload distribution, and project priorities in real time. Implemented capacity forecasting, conflict detection, and utilization reporting features to help organizations optimize team productivity and balance resource demand efficiently.

Project 5

5. Real-Time Executive PMO Health and Budget Dashboard

Designed an executive-level PMO dashboard to provide real-time visibility into project health, budget utilization, risk indicators, and portfolio performance across multiple business initiatives. Integrated live KPI tracking, financial summaries, variance analysis, and automated reporting features to support strategic decision-making and improve governance efficiency.

Key Features

Edubrights offers Smartsheet for Project Management Training in virtual mode with expert trainers. Here are the key features,

40 Hours Course Duration

100% Job Oriented Training

Industry Expert Faculties

Free Demo Class Available

Completed 500+ Batches

Certification Guidance

Curriculum

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

Receive Training From Our Skilled and Effective Trainers

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.

Earn a certification upon course completion

Our institution offers a recognized Smartsheet for Project Management certification that validates your ability to design and prototype professional user interfaces efficiently. This certification enhances your design portfolio and prepares you for collaborative projects in real-world environments. Gain practical skills through hands-on training and assessments.

Sample Course Certificate

Course FAQs

1. What is Smartsheet?

Smartsheet is a cloud-based enterprise Work Operating System (Work OS). While it looks exactly like a traditional spreadsheet (like Excel), it acts as a powerful backend database designed specifically to manage complex projects, automate repetitive workflows, and build interactive executive dashboards.

2. How is Smartsheet different from Microsoft Excel?

Excel is primarily a mathematical and data analysis tool. Smartsheet is a collaboration and execution platform. Smartsheet allows multiple users to edit the same sheet simultaneously, attach files directly to specific rows, set up automated email reminders, and view the spreadsheet as an interactive Gantt chart.

3. Do I need coding knowledge to learn Smartsheet?

No programming is required. Smartsheet relies entirely on visual configuration. If you have a basic understanding of simple spreadsheet formulas (like SUM or IF statements), you will easily grasp the logic needed to build powerful tracking systems.

4. Why should I choose this Smartsheet training in Chennai at EduBrights?

Our course relies entirely on practical project delivery. Instead of just reading software menus, you will build live construction schedules, IT ticketing systems, and marketing dashboards from scratch, ensuring you learn exactly how PMOs (Project Management Offices) use the tool in Chennai’s IT sector.

5. Can Smartsheet be used for Agile project management?

Yes. While it is famous for traditional Waterfall project tracking (using Gantt charts), you can instantly switch any project to the "Card View." This turns the sheet into an interactive Kanban board, making it perfect for Agile software development sprints.

6. What are Update Requests in Smartsheet?

Update Requests are a unique collaboration feature. If a vendor needs to update a task but does not have a Smartsheet account, you can send them an automated email. They simply type their update into a secure web form, and the data automatically populates back into your private sheet.

7. How do Automations work in Smartsheet?

Automations follow a simple "Trigger, Condition, Action" logic. For example, you can set a rule: "If the task status is set to Blocked (Trigger), and the priority is High (Condition), immediately email the Project Director (Action)."

8. What are Smartsheet Forms?

Forms are a feature that allows you to collect clean, standardized data. You can build a custom IT support form and share the link with employees. When an employee submits the form, their issue is automatically added as a new, tracked row inside your main project sheet.

9. How do Dashboards help project managers?

Instead of sending static weekly PDF reports, project managers build live Dashboards. You will learn to use widgets to display live charts, key metrics (like budget spent vs. remaining), and project shortcuts so executives can check project health in real-time, 24/7.

10. What is cross-sheet referencing?

In large corporate environments, data is split across dozens of sheets. Cross-sheet referencing allows you to write a formula in one sheet that automatically calculates totals or searches for data inside a completely different sheet, keeping massive portfolios perfectly synced.

11. Is it possible to share my sheets with external clients?

Yes. Smartsheet allows you to control permissions granularly. You can publish a read-only version of a dashboard for a client, or share a specific workspace with external vendors, ensuring they only see the tasks relevant to them without exposing internal company financial data.

12. How does Smartsheet handle resource management?

Smartsheet features native resource tracking. By entering the percentage of time a team member should spend on a task, the system automatically alerts the project manager if an employee is double-booked across different projects during the same week.

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