| Course Code | Modules | Overview | Learning Objectives | Duration | Course Description | Prerequisites | Pre-Class Materials | ||||
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| 1 | Maximum 10 pax per team/organisation for optimal learning experience. A maximum of 10 codes will be given to login into learning platform. If more than 10 participants, please consider separating into few classes. | Mix & Match modules also available. Please take note of the Pre-requisites. | All sessions come with a complimentary 15 minutes Q&A time at the end of the training session. | Laptop & Internet connection Active Smartsheet licensed user/trial account Note: An active Smartsheet account is required so you can participate in the hands-on activities throughout the course. | |||||||
| 2 | 57N-1 |
| This learning track will provide you with the foundational knowledge to understand how the Smartsheet Platform is used to manage your business processes. You will get familiarized with sheets, reports, and dashboards, the work collaboration framework, and portfolio level management scenarios. | ||||||||
| 3 | 57N-101 |
| This course is for new users to Smartsheet or existing users who haven't designed a solution in Smartsheet using sheets, reports and dashboards. While all users will benefit from this course, it is intended for licensed users on Business, Enterprise, and Premier plans. | At the end of this program, participants will be able to: + Navigate through the Smartsheet interface and find your sheets, reports, and dashboard. + Describe how the sheet works and apply different functionality to the data, including filters, conditional formatting and data types. + Describe how the reports work and how they can be used to filter data, embed them in a dashboard, and use their data to create charts. + Modify a dashboard by adding widgets such metric, reports, and charts. | 90 + 15 minutes | This session provides an introduction to the Smartsheet Solution Framework composed of just three assets: sheets, reports and dashboards, by using a solution-based project. Features included in this session are Navigation, Sheets, Reports, and Dashboards. | • Watch video: Introduction to Smartsheet • Learning Track Get Started • Watch Video: SmartStart Onboarding Webinar • Download the template set: Project Schedule Management | ||||
| 4 | 57N-102 |
| This course is for licensed users who have a foundational knowledge of sheets, reports and dashboards but are new to collaboration, automation, and formulas and want to integrate collaboration and automation features in their solution. All users can benefit from this course, but it is intended for licensed users on Business, Enterprise, and Premier plans. Some modification may be required for users in Smartsheet Gov. | At the end of this program, participants will be able to: + Modify a pre-built solution to work with different stakeholders + Use collaborative features + Automate business rules through automated workflows and formulas + Create new reports and visualize data through charts in a dashboard | 90 + 15 minutes | This session provides an introduction to the role of collaboration and automation at the center of a Smartsheet Solution Framework. Features included in this session are User Permissions, Collaboration (Comments & Proofing), Sharing and Publishing Data, Sheet Summary, Automated Workflows (Approval Request and Update Request), Formulas (INDEX/MATCH), Dynamic Reports and Dashboards. | Participant should have Knowledge of sheets, reports, dashboards, navigation. Familiarity with the template set. | • Download and familiarize with template set: Request Management • Review the Smartsheet Intermediate Track | |||
| 5 | 57N-103 |
| This course is for licensed users who have a solid foundation of the Smartsheet Solution Framework, know about collaboration, automation and formula features and want to create standardized processes and move from single-level views to portfolio-level views. | At the end of this program, participants will be able to: + Describe the Scalability Model within a Smartsheet Solution Framework + Work with a sheet that will capture new project requests (AKA Intake Sheet) + Work with a sheet that will consolidate metrics across projects (AKA RollUp/Summary Sheet) + Standardize assets to be used as templates for new projects + Create a portfolio-level dashboard | 90 + 15 minutes | This session will provide the participants with a scalability model to transform an existing solution and convert it to a portfolio-level solution, providing reporting and visualization at a high-level view. | Participant should have Knowledge of sheets, reports, dashboards, and how they connect. Knowledge of sharing and collaboration, automation, and formulas. Familiarity with the other topics in the intermediate track. Familiarity with the template set. | • Download and familiarize with template set: Project Management Office • Watch video Managing Projects with Smartsheet • Watch video: Turn Your Process Into a Smartsheet Solution • Review the Smartsheet Advanced Track | |||
| 6 | 57N-2 |
| The product certification series of courses will prepare you to be a Smartsheet expert and take the product certification exam. Dive deep into Smartsheet’s features and capabilities, and practice hands-on with different scenarios. | ||||||||
| 7 | 57N-201 |
| Learn how to create sheets, set-up hierarchy and add columns to a sheet, so you can organize data relevant to your work. You will leave the class familiar with basic Smartsheet functionalities required to organize data effectively, communicate with collaborators using comments and attach files to a sheet. | At the end of this course, participants will be able to: • Start work in Smartsheet • Add hierarchy within a sheet • Create and edit columns • Identify various column types • Insert, copy and paste rows • Lock, freeze and hide columns • Utilize conditional formatting | 120 + 15 minutes | This course is intended for newer licensed Smartsheet users who wish to gain a foundational understanding of the Smartsheet environment. Features Covered: • Creating sheets • Inserting, Copying and Pasting Rows • Adding hierarchy • Creating Columns • Locking, Freezing and Hiding Columns • Conditional Formatting | SmartStart (Free 2-hour instruction course) | ||||
| 8 | 57N-202 |
| This course introduces the learners to the foundations of Formulas and the application of common scenarios in Smartsheet such performing calculations and lookups within and across multiple sheets. | At the end of this course, participants will be able to: • Write formulas using basic operations including accessing data from/to sheet summary fields • Write conditional statements using IF() and nested IF()s to update symbol columns and drop down lists • Calculate numeric values or automate aspects of the sheet by using formulas based on the hierarchy (i.e. CHILDREN(), and ANCESTORS()) • Write formulas that use ranges and criterion (i.e SUMIF()) • Apply additional functions such as JOIN() and SUM () | 120 + 15 minutes | This course is intended for licensed Smartsheet users who have little to no experience with formulas. Features Covered: • How to write and read formula syntax in Smartsheet • Formulas based on Hierarchy • Formulas using other sheets • Using the Formula Template • Using the Function List from the Learning Center • Using the Community as a resource to lean about formulas | Knowledge of working with sheets, including sheet creation and column types | ||||
| 9 | 57N-203 |
| Need to connect key data from your sheets to dashboards? Smartsheet Reports are the key. Reports allow you to create custom filtered views of your sheet data and allow collaborators to efficiently keep information up-to-date. Share reports using a variety of methods to give your internal and external stakeholders key insights and communicate real time information from your sheets. | At the end of this course, participants will be able to: • Create a filtered view of information from one or more sheets • Update sheet information using reports • Provide high level insight into multiple sheets in a portfolio • Share reports with internal and external stakeholders | 120 + 15 minutes | All licensed users of all plan types who want to build robust and streamlined solutions in Smartsheet. Features Covered: • Row Reports • Summary Reports • Sharing Reports • Publishing Reports | Sheet foundations (creating sheets, column types, permissions and sharing) | ||||
| 10 | 57N-204 |
| In this course, participants will work with a template set to explore and use different collaborative features that allows you to have a single source of truth in your business process. | At the end of this course, participants will be able to: • Use and manage conversations • Include attachments as part of conversations • Explain the difference between Workspaces and Sheets Folder • Explain when reports are bidirectional | 120 + 15 minutes | People who want to learn how to share data and collaborate while minimizing the use of emails. Features Covered: • Conversations • Attachments • Working with workspaces and sheets folder • Different permission levels • Bidirectional reports | Smartsheet license and Sheet Foundations (Get Started content from Learning Center) | ||||
| 11 | 57N-205 |
| Learn how to apply forms to streamline requests so you can track and evaluate new work. You will leave the class understanding how forms improve efficiency within a project or process and the best practices for incorporating them into your work stream. | At the end of this course, participants will be able to: • Create an intake sheet and understand how it is different from a project sheet • Design an effective form that incorporates different form fields and logic • Apply best practices to form settings • Share forms with internal and external users • Take the next steps with your data | 120 + 15 minutes | This course is intended for licensed Smartsheet users on business, enterprise, and premier plans who want to use forms to streamline how they intake information during a project or throughout a process to better track information Smartsheet. Features Covered: • Forms (in depth) • View of features to connect concepts but the following are not taught in this course: connecting data to automation (pre-built), pulling data into a Sheet Summary (pre-built with formulas), and converting data to a metrics sheet and Dashboard chart (pre-built) | Experience with: sheet foundations, conditional formatting, automation, formulas, and sheet summary. | ||||
| 12 | 57N-206 |
| Want to automate your process, but not sure where to get started? Join us for a two-hour, hands-on course: Automated Workflows. This is an Instructor Led Training where you will learn how to set up a workflow and leave the class with automation you can use to save time right away. We recommend having two monitors available when participating in this course. | At the end of this course, participants will be able to: • Describe what an automated workflow does • Determine if a given set of actions could be accomplished with a workflow • Apply workflows to an existing process | 120 + 15 minutes | Licensed Smartsheet users who are looking to get the most out of automated workflows. Users on Business, Enterprise, and Premier plans will benefit the most because they have access to all workflow types. Features Covered: • Automated Workflows • Alerts • Update Requests • Approval Requests • Move & Copy Rows • Lock Rows | Familiarity with working in sheets and knowledge of sharing, basic knowledge of workflow creation. | ||||
| 13 | 57N-207 |
| Learn how to make dashboards to communicate all the information relevant to your work. You will leave the class with the technical know-how to construct Smartsheet dashboards, the philosophical underpinning to communicate effectively, and the inspiration to design beautifully. | At the end of this course, participants will be able to: • Explain the benefits of dashboards • Design a dashboard • Use all types of widgets to place information on a dashboard | 120 + 15 minutes | This course is intended for licensed Smartsheet users on business, enterprise, and premier plans who want to use dashboards to convey information related to the work they track in Smartsheet. Features Covered: • Dashboards | Experience using the following Smartsheet features: sheets, hierarchy, conditional formatting, formulas, forms, and reports | ||||
| 14 | 57N-3 |
| Learn tips, tricks, and best practices for all your marketing needs. This Marketing Track includes: Creative Requests and Proofing, Dashboards, Event Management and Campaign Management. | ||||||||
| 15 | 57N-301 |
| This course is intended for Marketing Professionals who are looking to develop or enhance their creative request intake process, as well as streamline and track the process of content review within a single system. It is ideal for Project Managers and Designers on Marketing teams who handle the creative demands and management of a team. Upon successful completion of this course, you will be able to use Smartsheet to coordinate the intake of new requests and manage content review, as well as quantify the status of requests. | • Architect a request management solution • Explain the key components of managing creative requests • Mentor creative staff on the use of Smartsheet | 120 + 15 minutes | To have completed "New to Smartsheet Track" or "Product Certification Track", or have foundational knowledge and experience in working on a sheet and collaboration. | |||||
| 16 | 57N-302 |
| This course is designed for Marketing Professionals who are looking to develop a program-level series of dashboards that showcase different parts of Marketing, as well as link those dashboards to an Executive Portal to both monitor and guide the top Marketing priorities of their group. This course is ideal for Project Managers, Program Managers, Event Managers, Marketing Managers, and those in Marketing Operations who would like to organize and showcase their team's work to a broader/Executive audience. Upon successful completion of this course, you will be able to implement this dashboard at your own company to manage and oversee the progress of multiple facets of your Marketing Organization through multiple dashboards and a portal. | • Architect a set of dashboards to summarize different Marketing departments. • Explain the benefits of a portal to navigate and summarize at a high level. • Empower your Marketing team to Drive with Data based upon information surfaced in your dashboards. | 120 + 15 minutes | To have completed "New to Smartsheet Track" or "Product Certification Track", or have foundational knowledge and experience in working on a sheet, report and dashboard. | |||||
| 17 | 57N-303 |
| This course is designed for Marketing Professionals who are looking to standardize the approach of Event Management in order to ultimately create a portfolio of events to clearly compare metrics across the program. This course is ideal for Project Managers, Program Managers, Event Managers, Marketing Managers, and those in Marketing Operations who would like to streamline event management organization. Upon successful completion of this course, you will be able to use Smartsheet to manage and leverage multiple facets of your Events team through multiple sheets that interconnect for a seamless and comprehensive understanding of each event’s timeframe. | • Create a workback schedule to understand the appropriate time frame in which an Event can be planned • Build simple formulas to understand task timeframes at a glance then leverage formulas in reports to give a comprehensive understanding of each event • Build a toolkit of all assets to create a template approach to Event planning | 120 + 15 minutes | To have completed "New to Smartsheet Track" or "Product Certification Track", or have foundational knowledge and experience in Smartsheet Project Management, Row Reports, Summary Reports, Cell Linking, basic formulas, and cross-sheet formulas | |||||
| 18 | 57N-304 |
| This course is intended for Marketing Professionals who are looking to utilize Smartsheet’s features to drive with data and understand the successes of their marketing campaigns. This course is ideal for Project Managers, Program Managers, Campaign Managers, Marketing Managers, Social Media Marketing Managers, and Marketing Specialists. Upon successful completion of this course, you will be able to use Smartsheet to surface and leverage various metrics of their marketing campaigns and share those widely across your team through multiple sheets that interrelate. | • Leverage the features of Smartsheet that enable successful management of multiple campaigns at once • Implement a campaign management solution that automatically times tracking of live campaigns • Build advanced formulas to drive data automatically on a dashboard to successfully report upon Month over Month and Year over Year results | 120 + 15 minutes | To have completed "New to Smartsheet Track" or "Product Certification Track", or have foundational knowledge and experience in Smartsheet Navigation, sheet fundamentals. views, attachments and comments | |||||
| 19 | 57N-305 |
| In this course, you will learn how to use two of Smartsheet newest features, Document Builder and proofing, to manage the creation and negotiation of contracts with vendors. Add in a form and automation to keep your process on track. | After this course, students will be able to... • Use Smartsheet to fill, review, and gather approval of a contract • Apply Document Builder and Proofing to their own workflows | 120 + 15 minutes | It is recommended that students have mastered the basics of Smartsheet, especially navigation, sheet fundamentals, forms, automated workflows, and basic formulas. Experience creating PDFs with fillable fields will be beneficial, but is not required. | |||||
| 20 | 57N-4 |
| Want to use Smartsheet to manage your projects? This track is designed for existing and emerging project managers, as well as anyone who is involved in projects or change management. Upon successful completion of this track, you will be able to use Smartsheet to successfully initiate, execute, control and close projects. | ||||||||
| 21 | 57N-401 |
| Interested in using Smartsheet to manage your projects? This course introduces Smartsheet users to fundamental project management features common to all project sheets. Learners will apply these features to manage projects, with a particular emphasis on PMI and PMBOK guidelines. | At the end of this course, participants will be able to: • Create waterfall projects with dependencies • Manage and adjust project timelines | 120 + 15 minutes | This course is designed for existing and emerging project managers or licensed users involved in project or change management. Features Covered: • Creating a new project file using Import, Template, and Save as New Options • Transferring the Work Breakdown Structure to Smartsheet Hierarchies • Adding and configuring columns for project use • Applying conditional formatting • Transforming the base sheet to a project sheet • Adjusting the Working and Non-Working days of the plan • Creating task relationships (dependencies) and milestones • Adjusting task lag and lead time • Utilizing Critical, Driving and Summary Paths | Participants should be familiar with basic sheet functionality, such as column types, comments and attachments, basic formulas, and sheet sharing permissions. | ||||
| 22 | 57N-402 |
| Looking for insight into how resources are utilized across multiple project plan sheets? This course introduces the Resource Management functionality built into the core Smartsheet application. Participants will explore how this feature can be leveraged to gain insight into when teams are being resourced across projects. | At the end of this course, participants will be able to: • Assign resources to tasks • Assign multiple resources to a task • Track resource scheduling conflicts in Resource Management • Create and export Resource Views | 90 + 15 minutes | This course is designed for existing and emerging project managers or licensed users involved in project management and want to utilize Resource Management. Features Covered: • Activating Resource Management for specific sheets • Setting resource allocation at the row level • Accessing Resource Views from sheets • Creating custom resource Views | Participants should have a Smartsheet License, have the Resource Viewer designation assigned by their System Administrator, and be familiar with all basic sheet functionality, such as column types, comments and attachments, basic formulas, sheet sharing permissions, etc. | ||||
| 23 | 57N-403 |
| Looking for efficient ways to track and communicate about project progress? Reports allow users to dynamically aggregate and take action on items across multiple sheets or projects, and this course teaches users how to leverage row and summary reports to share various aspects of your project timelines, risks, and issues. | At the end of this course, participants will be able to: • Create and share reports to track project status • Gain insight to timeline through baseline reports • Aggregate progress of multiple projects with summary reports | 120 + 15 minutes | This course is designed for existing and emerging project managers or licensed users involved in project management who want to utilize reports to track and communicate the status and progress of their projects. Features Covered: • Creating reports • Sharing, publishing, and sending reports • Creating a project baseline sheet and baseline report • Creating summary reports | Participants should be familiar with basic sheet functionality, such as column types, comments and attachments, basic formulas, and sheet sharing permissions. | ||||
| 24 | 57N-404 |
| Do you need a solution for tracking and managing project risks, issues, and change requests? This course teaches Smartsheet users how to create an intake sheet designed to collect and take action on non-project timeline tasks within the project management framework. | At the end of this course, participants will be able to: • Create and structure a sheet to collect feedback and/or requests • Create Smartsheet forms utilizing Logic functionality and System columns • Implement Automation to notify, remind, and request updates from team members | 120 + 15 minutes | This course is designed for existing and emerging project managers or licensed users involved in project management who want to utilize Risk and Issue Logs for their projects. Features Covered: • Creating and designing sheets for form collection • Creating forms with logic • Setting up automation rules for Alerts, Reminders, and Update Requests | Participants should be familiar with basic sheet functionality, such as column types, comments and attachments, basic formulas, and sheet sharing permissions. | ||||
| 25 | 57N-5 |
| This learning track will provide Smartsheet users with foundational knowledge about solution structures while introducing IT Teams to different examples of how they can manage common IT processes. This will include diving into sheet structure, reports, and dashboards within a template set, as well as scaling solutions to be managed within a larger portfolio. | ||||||||
| 26 | 57N-501 |
| This session introduces the core features of sheets, reports, and dashboards as a foundation of a Smartsheet solution. In 90 minutes, you will learn how to add and modify data within a sheet, filter the data in a report, and create visualizations on dashboards. | At the end of this course, participants will be able to: • Apply a Smartsheet solution framework to manage IT assets and equipment • Use automation and formulas to streamline a designed process • Apply best practices to use solutions at scale | 90 + 15 minutes | This course is for Smartsheet users who work in IT and want to know more about how Smartsheet can be used to manage their IT tasks. Features Covered: Features included in this course are UX Navigation, Sheets, Reports, and Dashboards | Smartsheet License, Smartsheet Fundamentals/Foundations | ||||
| 27 | 57N-502 |
| This session expands on the core features of Smartsheet and introduces collaboration and automation. This session focuses on providing IT Teams with a framework to streamline IT requests, track outcomes and monitor team performance. | At the end of this course, participants will be able to: • Apply a Smartsheet solution framework to manage requests and tickets • Use automation, formulas, and support sheets to streamline a designed process • Apply best practices to use solutions at scale | 90 + 15 minutes | This course is for Smartsheet users who work in IT and want to know more about how Smartsheet can be used to manage their IT tasks. Features Covered: Features included in this course are Collaboration, Sharing & Publishing, Forms, Formulas (COUNTIF, IF, IFERROR, WEEKNUMBER), Automated Workflows (Alert, Update Request, Approval Request), Dynamic Reports, and Dashboards. | Smartsheet License, Sheet Foundations, Fundamentals of Reports and Dashboards | ||||
| 28 | 57N-503 |
| This session will provide participants with a scalability model to transform an existing solution and convert it to an IT PMO solution, providing reporting and visualization at a high level. This class follows the process of using an intake sheet for demand management, leveraging the use of templates to consistently manage projects, and providing different approaches to reporting at the portfolio level through formulas and roll-up sheets. | At the end of this course, participants will be able to: • Create a sheet to capture new project requests • Create a Roll-up/Summary sheet to consolidate metrics across projects • Create a portfolio level dashboard | 90 + 15 minutes | This course is for Smartsheet users who work in IT and want to know more about how Smartsheet can be used to manage their IT tasks. Features Covered: Features included in this course are Automated Workflows (alerts, approval requests), Formulas (COUNTIF, SUMIF, HAS, CONTAINS), Reports, and Dashboards. | Smartsheet License, Sheet Foundations, Form Basics, Automated Workflows, Fundamentals of Reports and Dashboards | ||||
