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EncartaLabs

Smartsheet

( Duration: 2 Days )

Smartsheet is a popular tool for collaborating with colleagues, tracking project progress, managing shared calendars, and sharing documents. This Smartsheet training course covers the basics of using and getting the most out of Smartsheet, starting with creating and formatting sheets, adding attachments, and utilizing different views. This course also covers working with formulas and formatting sheets and then teaches sharing, including understanding permission levels, requesting share access from a document owner, and setting a default sharing view. You can also learn how to add and export contacts and how to create and manage groups. Finally, learn to create, customize, and distribute forms, reports & dashboards.

COURSE AGENDA

1

Getting Started

  • Overview
  • Logging-In and Out
  • Personal Settings
  • Navigation and Organisation
  • User Types and Permissions
  • Creating Workspaces & Folders
  • Exporting & Importing data
  • Template creation
  • Cell Linking
2

It's all about the Sheets

  • Columns, Rows, Hierarchies
  • Formatting
  • Filters
  • Sheet Summary Data
  • Tracking Changes: Cell History, Activity Log, Highlight Changes
  • Attachments & Conversations
  • Reminders, Send and Send Update Requests
3

Project Management

  • Create a Project Management sheet using:
    • Hierarchies
    • Dependencies & Predecessors
    • % Complete
    • Automated Status Symbols
    • Conditional Formatting
    • Gantt Charts, Calendar and Card Views
    • Critical Path
    • Task Assignment
    • Resource Management
4

Web Forms

  • Create and deploy Forms to collect information
5

Creating Automated Communications

  • Reminders
  • Automated Notifications - e.g. task assignments, status changes
  • Update Requests - e.g. contractor work updates
  • Approval Requests – e.g. expenses, leave, purchase orders, process gateways
  • Proofing – create proofing requests for PDFs & images
6

REPORTS, FORMULAS AND DASHBOARDS

  • Create and modify row and sheet summary reports
  • Create formulas referencing cells, ranges, columns and data from other sheets
  • Using Sheet Summary Data and Metric Sheets
  • Understanding permissions & report views
  • Create Dashboards to visualise key data
  • Publish Dashboards, Sheets and Reports

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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