Smartsheet Masterclass: Complete Guide to Project Management

Streamline Projects, Automate Workflows, and Build Dashboards

Description

What you’ll learn

• Navigate and customize Smartsheet’s interface like a pro

• Build smart, interactive project plans using sheets and Gantt charts

• Set up automation rules to save time and eliminate manual work

• Collaborate with team members using comments, forms, and sharing options

• Create dynamic dashboards and reports for stakeholders and leadership

• Manage project requests and approvals using forms and workflows

• Use templates and control center approaches for repeatable processes

• Apply real-life project scenarios from engineering, IT, and marketing

Course Description

Are 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 views

• Create smart automation rules to simplify repetitive tasks

• Use conditional formatting, data linking, and formulas

• Design dashboards and reports that deliver insights at a glance

• Set up a project request system with approval workflows

• Apply Smartsheet in common business use cases like client onboarding, marketing tracking, and IT project delivery

By 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 for

• Beginners looking to learn Smartsheet from scratch

• Project managers and coordinators who want to streamline processes

• Operations or marketing professionals looking to organize work

• Small business owners aiming to track projects and team progress

• Anyone who wants to automate workflows and collaborate better

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