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Plan: Core App Path

Plan: Core App Path

Dive deep into Smartsheet’s features and capabilities, and practice hands-on with different scenarios.

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Learning Objectives

Managing Your Work In Sheets
Start managing your work quickly by importing your existing files or using one of our templates! Standardize your data and formatting to help your collaborators focus on what's important to them. Visualize and update your data in different ways with just a few clicks.

Collaborating In Smartsheet 
Discover how and when to collaborate with your colleagues. Share with the right level of permission for the needs of your collaborators. Control what users can view and update. Track changes that are made to your sheets, when, and by who.

Writing Formulas In Smartsheet 
You can take managing your work to the next level with formulas. Whether you are looking to summarize data, track time spent on requests, or automate symbols columns to increase the visibility of important metrics, using formulas in Smartsheet can get you there. 

Collecting Information With Forms 
Anybody can add to your sheet with a form! You can create forms to log issues and risks, make requests, collect feedback, and much more. Restrict who can make submissions so that you collect information from the right people. Stay on brand and give your collaborators confidence to make submissions when you use your logo and colors.

Automating Your Workflows 
You can automate workflows to save time and reduce manual work! Use workflows to keep your team on track, send automated messages when work changes, and gather approvals. Focus on your active work by archiving completed items.

Reporting On Your Work 
You can create reports to view the data that is important to you or your users. Simplify your work by updating data across multiple sheets in one place. Dynamically show each user their work. Track information from across your sheets by creating sheet summary reports.

Communicating With Dashboards 
You can build dashboards to communicate to your stakeholders in real time using information from your sheets. Create charts to make your data easier to understand. Provide one place to see all your data when you embed content from Smartsheet and other apps.

Capstone 

Demonstrate your Smartsheet knowledge and skills with a hands-on exercise. You will use the completed exercise to answer the 20-question timed quiz.

Note: Courses must be completed within 90 days of purchase. 

 

Contents

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Learning Objectives

Managing Your Work In Sheets
Start managing your work quickly by importing your existing files or using one of our templates! Standardize your data and formatting to help your collaborators focus on what's important to them. Visualize and update your data in different ways with just a few clicks.

Collaborating In Smartsheet 
Discover how and when to collaborate with your colleagues. Share with the right level of permission for the needs of your collaborators. Control what users can view and update. Track changes that are made to your sheets, when, and by who.

Writing Formulas In Smartsheet 
You can take managing your work to the next level with formulas. Whether you are looking to summarize data, track time spent on requests, or automate symbols columns to increase the visibility of important metrics, using formulas in Smartsheet can get you there. 

Collecting Information With Forms 
Anybody can add to your sheet with a form! You can create forms to log issues and risks, make requests, collect feedback, and much more. Restrict who can make submissions so that you collect information from the right people. Stay on brand and give your collaborators confidence to make submissions when you use your logo and colors.

Automating Your Workflows 
You can automate workflows to save time and reduce manual work! Use workflows to keep your team on track, send automated messages when work changes, and gather approvals. Focus on your active work by archiving completed items.

Reporting On Your Work 
You can create reports to view the data that is important to you or your users. Simplify your work by updating data across multiple sheets in one place. Dynamically show each user their work. Track information from across your sheets by creating sheet summary reports.

Communicating With Dashboards 
You can build dashboards to communicate to your stakeholders in real time using information from your sheets. Create charts to make your data easier to understand. Provide one place to see all your data when you embed content from Smartsheet and other apps.

Capstone 

Demonstrate your Smartsheet knowledge and skills with a hands-on exercise. You will use the completed exercise to answer the 20-question timed quiz.

Note: Courses must be completed within 90 days of purchase. 

 

Contents

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