Smartsheet Bootcamp

Course Overview

Dive deep into Smartsheet with our comprehensive "Basics to Administrator" Bootcamp. Crafted for licensed Smartsheet users, this hands-on experience takes participants from foundational concepts to advanced functionalities. Under the expert guidance of our instructor, you'll not only learn but actively create, building a foundational template set from start to finish.

Course Highlights

  • Smartsheet Mastery: Navigate the interface, manage sheets, create reports, design dashboards, and harness the power of automations.
  • Interactive Learning: Our "Learn by Doing" approach ensures you grasp each concept thoroughly.
  • Comprehensive Content: While focusing on core functionalities, note that premium products are not covered in this course.
  • Who Should Attend:  Aimed at those aspiring to be Smartsheet administrators, actively involved in crafting Smartsheet assets.
  • Duration: 10 immersive hours, segmented into 2-3 hour focused sessions.
  • Enrollment Details: To maintain an interactive environment, each course hosts a maximum of 5participants. Personalized sessions can be arranged upon request.
  • Prerequisites: A Smartsheet license is essential, but no prior Smartsheet knowledge is needed.
Section 1 - SmartsheetOverview
  • Navigating the interface
  • Workspaces
  • User types
  • Sharing Permissions
  • Smartsheet Assets
Section 2 - Sheets
  • Creating sheets
  • Column Types
  • Importing into Smartsheet
  • Hierarchy
  • Comments
  • Attachments and Proofs
  • Conditional Formatting
  • Update Requests
  • Send a Row
  • Filters
  • Formulas/Functions/Cell Linking
  • Sheet Governance
  • Document Generator
Section 3 - Reports
  • Building Reports
Section 4 - Dashboards
  • Explore all Widget Types
  • Building Dashboards
Section 5 - Forms
  • Building Forms
Section 6 – Automations
  • Automation overview
  • Alerts
  • Reminders
  • Update Requests
Section 7 – System Admin
  • User Management
  • Account Management
  • Data Backups
  • Security