Smartsheet Essential Training

Learn how to manage your work more smoothly with Smartsheet.

Introduction

• Manage projects effectively with Smartsheet
• Set up a free account to follow along
• Navigate around Smartsheet

1. Sheets

• Create a new sheet
• Rows and hierarchy
• Filter columns
• Add attachments
• Add and view comments
• Work in Card View
• Work in Gantt View
• Work in Calendar View

2. Formulas and Formatting

• Create formulas
• Work with percentages
• Apply conditional formatting rules
• Clone a rule

3. Forms

• Create a form
• Add fields and columns
• Use conditional logic
• Automate notifications
• Control submission options and share

4. Sharing

• Permission levels and sharing
• Share an entire sheet
• Share selected rows
• Share as a PDF
• Publish a Smartsheet
• Share multiple sheets from a workspace
• Create a dashboard for easy sharing

Conclusion

• Find more info and join the community