Smartsheet Masterclass: The Complete Guide To Project Manage

Streamline Projects, Automate Workflows, and Build Dashboards

What you'll learn

Build and manage projects using Smartsheet’s powerful tools, including Gantt charts, Kanban boards, calendars, and grid views.

Streamline work processes by creating automation workflows for task assignments, approvals, reminders, and notifications.

Design interactive dashboards and reports to visualize project status, KPIs, and team performance for better decision-making.

Collaborate effectively across teams using forms, comments, sharing permissions, and real-time updates within Smartsheet.

Requirements

No Programming, Anyone who wanted to build Workflows for Project Mangement

Description

What you'll learnNavigate and customize Smartsheet’s interface like a proBuild smart, interactive project plans using sheets and Gantt chartsSet up automation rules to save time and eliminate manual workCollaborate with team members using comments, forms, and sharing optionsCreate dynamic dashboards and reports for stakeholders and leadershipManage project requests and approvals using forms and workflowsUse templates and control center approaches for repeatable processesApply real-life project scenarios from engineering, IT, and marketingCourse DescriptionAre you ready to master Smartsheet — the all-in-one platform trusted by Fortune 500 companies and fast-growing startups?Whether you're a project manager, team lead, business analyst, or a complete beginner, this course will help you unlock the full potential of Smartsheet. Designed with real-world workflows and hands-on exercises, this course takes you from fundamentals to advanced automations and dashboards.Inside, you’ll learn how to:Build projects using Gantt, Kanban, and Calendar viewsCreate smart automation rules to simplify repetitive tasksUse conditional formatting, data linking, and formulasDesign dashboards and reports that deliver insights at a glanceSet up a project request system with approval workflowsApply Smartsheet in common business use cases like client onboarding, marketing tracking, and IT project deliveryBy the end of this course, you’ll be equipped to manage your work more effectively, present data more clearly, and deliver projects more efficiently — all using Smartsheet.Who this course is forBeginners looking to learn Smartsheet from scratchProject managers and coordinators who want to streamline processesOperations or marketing professionals looking to organize workSmall business owners aiming to track projects and team progressAnyone who wants to automate workflows and collaborate better

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Week 1: Day 1

Lecture 2 Login to Smartsheet

Lecture 3 Sidebar Options

Lecture 4 Creation of First Sheet

Lecture 5 Filling the First Sheet

Lecture 6 Dates and Duration

Lecture 7 Assignment

Section 3: Week 1: Day 2

Lecture 8 Assignment Solution

Lecture 9 Importing Excel or Google Sheets

Lecture 10 Sharing the Sheets

Lecture 11 Contacts in Smartsheet

Lecture 12 Conditional Formating

Lecture 13 Assignment on Conditional Formating

Section 4: Week 1: Day 3

Lecture 14 Assignment Solution - Conditional Formating

Lecture 15 Filters Option

Lecture 16 Other Formating Options

Lecture 17 Attachments

Lecture 18 Proofs

Lecture 19 Conversations or Chat

Lecture 20 Reminder

Lecture 21 Update Request

Lecture 22 Assignment on Update Request

Section 5: Week 1 : Day 4

Lecture 23 Assignment Solution of Update Request

Lecture 24 Card View and Board View

Lecture 25 Calendar and Timeline View

Section 6: Week 1: Day 5

Lecture 26 Project Setting for Sheet - Gantt View only

Lecture 27 Tasks - Parent and Child Relationship

Lecture 28 Predecessor - Task Sequencing

Lecture 29 Gantt View

Section 7: Week 2 : Day 1

Lecture 30 Wrokflow of Service Request Project

Lecture 31 Workspaces

Lecture 32 Forms

Lecture 33 Assignment on Forms

Section 8: Week 2 : Day 2

Lecture 34 Assignment Solution for Forms

Lecture 35 Automation Basics

Lecture 36 Automation on Copying of Rows to other sheets

Lecture 37 Automation on Notification

Lecture 38 Assigned To Automation

Lecture 39 Automation on Moving the Row to another Sheet

Lecture 40 Automation on Update Notification

Section 9: Week 2 : Day 3

Lecture 41 Introduction to Formulas

Lecture 42 Cross Refernce Sheet Data

Lecture 43 Column Formulas

Lecture 44 Use of Sum If and Sum Ifs

Lecture 45 Use of Count If and Count Ifs

Lecture 46 Using Nested If Conditions

Section 10: Week 2 : Day 4

Lecture 47 Importing Dummy Data to Start

Lecture 48 Vlookup

Lecture 49 Index + Match

Lecture 50 Sheet Summary Fields

Section 11: Week 2 : Day 5

Lecture 51 Smartsheet Reports

Lecture 52 Smartsheet Dashboard Part 1

Lecture 53 Smartsheet Dashboard Part 2

Section 12: Other Topics

Lecture 54 Sheet Templates

Lecture 55 Smartsheet Templates

Lecture 56 Smartsheet Settings

Lecture 57 Smartsheet Community

Section 13: Project 1 - Intermediate Level

Lecture 58 Project Workflow

Lecture 59 Primary Sheet Creation

Lecture 60 Teams Sheet Creation

Lecture 61 Creating Forms and Importing Dummy Data

Lecture 62 Revenue Summary Sheet

Lecture 63 Forecast Revnue in Summary Sheet

Lecture 64 Dashboard Creation

Section 14: Appendix

Lecture 65 Kanban

Lecture 66 Gantt Chart

Lecture 67 Task Sequencing

Project Managers and Team Leads: Who want to manage timelines, tasks, and team collaboration more effectively using Smartsheet.,Business Professionals and Operations Teams Looking to streamline workflows, track project performance, and improve reporting.,Beginners and New Smartsheet Users With little to no experience who want a practical, hands-on introduction to Smartsheet.,Marketing, HR, and IT Professionals Who need customizable solutions for campaign tracking, onboarding, resource planning, and more.,Small Business Owners and Entrepreneurs Wanting to organize work, automate repetitive tasks, and create dashboards for visibility.