Course Catalog

earn how to utilize formulas to track information and aggregate data within the project management framework.

Who should take this course: Licensed users involved in project or change management, including existing and emerging project managers who want to utilize formulas to track and aggregate project data. Participants should be licensed in the Commercial Instance, not .Gov. Further, participants should have completed the Core App Path (in-person or self-paced e-learning), or Core Product certified.

Participants should be familiar with basic sheet functionality and column types. It is essential to have an understanding of how to create foundational formulas, including the use of functions such as SUM, CHILDREN, and IF.

Prerequisites: Core App Badge OR Core Product certification

Do you need a solution for tracking and managing project risks, issues, and change requests? This course teaches Smartsheet users how to create an intake sheet designed to collect and take action on non-project timeline tasks within the project management framework.

Who should take this course: Licensed users involved in project or change management, including existing and emerging project managers or licensed users involved in project management who want to utilize Risk and Issue Logs for their projects. Participants should be licensed in the Commercial Instance, not .Gov. Further, participants should have completed the Core App Path (in-person or self paced e-learning), or Core Product certified.

Prerequisites: Core App Badge OR Core Product certification

This course covers using Smartsheet as a platform for communicating with project stakeholders.

Who should take this course: Licensed users involved in project or change management, including existing and emerging project managers. Participants should be licensed in the Commercial Instance, not .Gov. Further, participants should have completed the Core App Path (in-person or self paced e-learning), or Core Product certified.

Prerequisites: Core App Badge OR Core Product cert. Completion of the Designing a Project Sheet course is recommended.

Do you need a solution for tracking and managing project risks, issues, and change requests? This course teaches Smartsheet users how to create an intake sheet designed to collect and take action on non-project timeline tasks within the project management framework.

Who should take this course: Licensed users involved in project or change management, including existing and emerging project managers or licensed users involved in project management who want to utilize Risk and Issue Logs for their projects. Participants should be licensed in the Commercial Instance, not .Gov. Further, participants should have completed the Core App Path (in-person or self paced e-learning), or Core Product certified.

Prerequisites: Core App Badge OR Core Product certification

Are you new to Smartsheet or recently shared to a sheet for the first time? Are you collaborating in Smartsheet and looking to understand what you can do? In this course, you’ll quickly learn how to go from zero to productive in Smartsheet. We’ll show you how to navigate sheets, reports, and dashboards based on your capabilities as a team member, and how to use functionalities such as track changes, filters, reminders, comments, and much more.

Whether you're new to Change Management or are in need of a quick refresher, this 30-minute self-paced course provides a practical understanding of essential change principles and vocabulary. You'll learn how to apply these basics directly to your Smartsheet rollouts, ensuring smoother adoption and sustained success. The course guides you through developing a strategic communication and rollout plan, designing targeted training for diverse user groups, and establishing robust feedback processes. You'll also discover how to plan for and manage ongoing improvements, transforming your Smartsheet solution into an evolving strategic asset that continuously meets organizational needs.

This class is designed for professionals looking to elevate their Smartsheet solutions from operational tools to strategic assets. You'll master the art of High-Level/Executive Reporting, learning how to consolidate complex project data into compelling Executive (Summary) Dashboards that feature essential rollup metrics and intuitive reports. This empowers leaders with instant, actionable insights into portfolio performance and overall organizational health.

This multi-day instructor-led course will teach you how to create sheets, set up automated workflows, use formulas to create better solutions, create reports, and use dashboards to display your data.

1. Build sheets – the foundation of your solution, organize workspaces, set permissions, and create views for collaborators.
2. Build automated workflows to streamline repetitive tasks and use forms to collect and act on data from anyone.
3. Build better solutions using formulas to perform calculations within a single sheet or across multiple sheets.
4. Build reports to consolidate data into a single view, visually display key metrics on dashboards, and maintain consistency with templates.

This multi-day instructor-led course will teach you how to create sheets, set up automated workflows, use formulas to create better solutions, create reports, and use dashboards to display your data.

1. Build sheets – the foundation of your solution, organize workspaces, set permissions, and create views for collaborators.
2. Build automated workflows to streamline repetitive tasks and use forms to collect and act on data from anyone.
3. Build better solutions using formulas to perform calculations within a single sheet or across multiple sheets.
4. Build reports to consolidate data into a single view, visually display key metrics on dashboards, and maintain consistency with templates.

Learn how to build dashboards to track information and aggregate data within the project management framework.

Who should take this course: Licensed users involved in project or change management, including existing and emerging project managers who want to utilize dashboards for communication purposes within a project management framework. Participants should be licensed in the Commercial Instance, not .Gov. Further, participants should have completed the Core App Path (in-person or self paced e-learning), or Core Product certified.

Prerequisites: Core App Badge OR Core Product certification

Completion of the Designing a Project Sheet & Key Formulas for Project Managers courses is recommended.