Course Outline

Introduction to Smartsheets

  • Overview of Smartsheets: An introduction to the platform, including its key benefits for government operations.
  • Understanding the Interface: A detailed look at the menu, toolbar, sheets, and templates within Smartsheets for government use.
  • Navigating Smartsheets and Basic Sheet Creation: Guidance on how to navigate the platform and create basic sheets for government tasks.
  • Overview of Smartsheets' Collaboration Tools: An exploration of the collaboration features designed to enhance teamwork and project management for government.

Creating and Managing Sheets

  • Creating a New Sheet from Scratch or Using Templates: Instructions on how to start new sheets, either from scratch or by using pre-designed templates tailored for government needs.
  • Adding and Customizing Columns: Steps to add and customize columns to better organize data for government projects.
  • Using Rows and Cells: Guidelines for adding, editing, and formatting data within rows and cells to ensure clarity and accuracy for government tasks.
  • Managing Tasks: Techniques for assigning tasks, tracking status, setting priorities, and ensuring accountability in government operations.
  • Working with Filters and Conditional Formatting: Methods for using filters and conditional formatting to enhance data visualization and analysis for government reports.

Advanced Features

  • Automating Workflows: Instructions on setting up reminders, approvals, and alerts to streamline processes for government efficiency.
  • Using Formulas for Calculations and Data Manipulation: Guidance on leveraging formulas for complex calculations and data manipulation in government projects.
  • Linking Sheets: Techniques for cross-sheet referencing and using VLOOKUP to integrate data across multiple sheets for government reporting.
  • Creating Reports: Steps for aggregating data from multiple sheets to generate comprehensive reports for government decision-making.

Collaboration and Sharing

  • Sharing Sheets, Reports, and Dashboards with Collaborators: Procedures for securely sharing sheets, reports, and dashboards with team members in a government setting.
  • Collaborator Permissions and Access Levels: Best practices for managing collaborator permissions to ensure data security and appropriate access levels for government projects.
  • Using the Comment Feature for Feedback and Discussions: Instructions on using the comment feature to facilitate feedback and discussions within government teams.
  • Attaching Files, Links, and Comments to Specific Tasks: Guidance on attaching files, links, and comments to specific tasks to enhance collaboration for government projects.
  • Real-Time Collaboration and Tracking Changes with Cell History: Methods for real-time collaboration and tracking changes using cell history to maintain transparency in government operations.

Dashboards and Reporting

  • Creating a Dashboard: Steps for creating dashboards to visualize project metrics and key performance indicators (KPIs) for government projects.
  • Adding Charts, Widgets, and Reports to Dashboards: Instructions on adding various visual elements to dashboards to improve user engagement and data understanding for government stakeholders.
  • Customizing Dashboard Appearance: Tips for customizing the appearance of dashboards to better meet the needs of government users.
  • Using Reports to Consolidate and View Data from Multiple Sheets: Techniques for using reports to consolidate and view data from multiple sheets, enhancing data management for government operations.

Best Practices and Tips

  • Organizing Sheets, Reports, and Dashboards for Optimal Project Management: Best practices for organizing sheets, reports, and dashboards to optimize project management in a government context.
  • Best Practices for Using Smartsheets in Team Collaboration: Recommendations for using Smartsheets effectively in team collaboration to enhance productivity and accountability for government projects.
  • Tips for Increasing Productivity with Smartsheets Features: Practical tips for leveraging Smartsheets features to increase productivity and efficiency in government operations.
  • Q&A and Troubleshooting Common Issues: Answers to frequently asked questions and guidance on troubleshooting common issues that may arise while using Smartsheets for government tasks.

Summary and Next Steps

Requirements

  • Fundamental knowledge of project management for government

Audience

  • End users in public sector roles
 7 Hours

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