Smartsheet Tutorial for Beginners

Introduction

• Purpose of the tutorial: To help beginners get started with Smartsheet and leverage its functionality effectively.
• Instructor: Jeremy, a Prince2 practitioner and Smartsheet certified user with over seven years of experience in corporate roles.

Agenda Overview

1. Sign up, accounts, and permissioning
2. General navigation and interface
3. Organizing files with workspaces
4. Types of resources: Sheets, Reports, and Dashboards
5. Templates and the Solution Center
6. Collaboration features
7. Forms and Reports
8. Dashboards

1. Sign Up, Accounts, and Permissioning

• Access: Navigate to smartsheet.com to sign up or log in.
• Cloud Application: Data stored in the cloud, real-time collaboration.
• Free Trial: Available for 30 days.
• Pricing: Typically a business plan with fees for monthly access; free collaborators may not need a license.
• Permissioning: Ability to lock or share resources with other users for confidentiality.

2. General Navigation and Interface

• Home Interface: Accessible via browser; multiple tabs for different sheets.
• Main Panel: Features include home, notifications, search, and recently opened items.
• Workspaces: High-level organizing tool for storing files, with folders for categorization.

3. Organizing Files with Workspaces

• Workspaces: High-level storage for files.
• Folders: Optional structure between workspaces and individual files.

4. Types of Resources

• Sheets: Core functionality, similar to spreadsheets. Can utilize dropdowns, checkboxes, and formulas.
• Reports: Aggregate data from various sheets.
• Dashboards: Visualize KPIs and project data.

5. Templates and the Solution Center

• Templates: Pre-designed formats for quick setup. Access through workspace or plus button.
• Import Options: From other platforms like Excel or Google Sheets.

6. Collaboration Features

• Comments and Conversations: On both sheet and row level.
• Alerts and Update Requests: Set reminders and request updates from team members.

7. Forms and Reports

• Forms: Collect data from users; can be shared via links.
• Reports: Customize data views and filters for better analysis.

8. Dashboards

• Creating Dashboards: Drag and drop interface for various widgets. Can link reports and metrics.
• Editing and Customization: Adjust sizes, colors, and data sources.

Conclusion

• Further Learning: Additional courses available for advanced functionality, formulas, reporting, and dashboards.
• Feedback: Encouragement to ask questions or provide feedback on the tutorial.