Course Outline

Introduction to Smartsheets for Government

  • Overview of Smartsheets: What it is and its key benefits for government operations
  • Understanding the interface: Menu, toolbar, sheets, and templates designed for efficient use in public sector workflows
  • Navigating Smartsheets and basic sheet creation to enhance governmental task management
  • Overview of Smartsheets' collaboration tools tailored for government teams

Creating and Managing Sheets for Government

  • Creating a new sheet from scratch or using templates that align with public sector needs
  • Adding and customizing columns to fit specific governmental data requirements
  • Using rows and cells: Adding, editing, and formatting data for clear and actionable insights
  • Managing tasks: Assigning tasks, tracking status, and setting priorities to ensure accountability and efficiency in government projects
  • Working with filters and conditional formatting to improve data visualization for better decision-making

Advanced Features for Government

  • Automating workflows: Setting up reminders, approvals, and alerts to streamline governmental processes
  • Using formulas for calculations and data manipulation to support evidence-based governance
  • Linking sheets: Cross-sheet referencing and VLOOKUP to integrate data across multiple government departments
  • Creating reports: Aggregating data from multiple sheets to provide comprehensive overviews of governmental activities

Collaboration and Sharing for Government

  • Sharing sheets, reports, and dashboards with collaborators within and outside government agencies
  • Collaborator permissions and access levels to ensure secure and controlled data sharing
  • Using the comment feature for feedback and discussions to enhance collaboration among government teams
  • Attaching files, links, and comments to specific tasks to maintain a complete record of governmental activities
  • Real-time collaboration and tracking changes with cell history to ensure transparency and accountability in government projects

Dashboards and Reporting for Government

  • Creating a dashboard: Visualizing project metrics and KPIs to support informed decision-making in government
  • Adding charts, widgets, and reports to dashboards to provide clear visual representations of governmental data
  • Customizing dashboard appearance for better user engagement within government agencies
  • Using reports to consolidate and view data from multiple sheets to enhance oversight and reporting capabilities

Best Practices and Tips for Government

  • Organizing sheets, reports, and dashboards for optimal project management in the public sector
  • Best practices for using Smartsheets in team collaboration within government departments
  • Tips for increasing productivity with Smartsheets features to improve governmental efficiency
  • Q&A and troubleshooting common issues to ensure smooth operation of Smartsheets for government tasks

Summary and Next Steps for Government

Requirements

  • Fundamental knowledge of project management for government

Audience

  • End users in the public sector
 7 Hours

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