Prerequisites
Class 1 knowledge or 3+ months of experience using Smartsheet
Formulas
- Use absolute vs relative cell referencing in a formula
- Convert between cell and column formulas
- Write SUM and COUNT formulas
- Write formulas to calculate data or automate aspects of a sheet based on the hierarchy (i.e., PARENT(), CHILDREN(), ANCESTORS())
- Use the JOIN formula to include parent row data in reports
- Use the COLLECT formula to collect specific values in a range that meet the provided criteria
IFS
- Write formulas using IF() and nested IF()s to update symbol columns and drop-down lists
- Health
- =IF(Status@row = “Complete”, “Green”, IF(AND(Status@row <> “Complete”, TODAY() > [Finish]@row), “Red”, IF(AND(Status@row = “Not Started”), “Blue”, “Yellow”)))
TODAY
- Use the TODAY function to reference the current date
Forms
- Design effective sheet columns for form fields
- Organize and hide fields on the form
- Set fields to require to make the field mandatory on the form
- Set default field values to improve ease of use for the end user
- Adjust form security settings to limit access to the form
- Apply custom branding
- Share forms with internal and external users
- Use system columns to track submission data
Create and share a workspace or sheet
Favorite a sheet
Workspaces and Folders
- When to create a new workspace or a subfolder within an existing workspace
Permissions
- Create permissions at the workspace and sheet level
- Assign permissions for a workspace and a sheet within that workspace to ensure that collaborators have appropriate access.
Track and View Sheet Activity
- Use available functions to track sheet changes over time (eg, highlight, cell history, activity log)
Sorting and Filtering
Automation
- Determine if a given set of actions can be accomplished using a workflow
- Create automated workflows using available triggers and frequencies
- Create sheet-level automations (single or multi-level)
- Create automation to move/copy rows between sheets
- Sequence automations and create conditional paths (eg, waiting for response)
- Set recipient permission levels for workflows
- Know how to delete, duplicate and disable workflows
Add links and images for easy access by team members
Alerts & Reminders
- Create alerts/reminders to notify users of field changes
Update Requests
- Create and send row data and update requests to collaborators not shared to the sheet
Approval Requests
Move/Copy Rows
Export, publish, or print a sheet to share data with a broader audience
Update Cell Actions
Proofing
Cell Linking
Reports
- Create a filtered view of data from multiple sheets
- Link multiple sheets, a folder, or a workspace to a report
- Group and summarize rows to display totals, counts, etc
- Understand the difference between a summary report and a row report
- Create a report that only shows data relevant to the current user
- Modify the layout of the report (eg, column names, column sequence)
- Copy an existing report to use as a basis for additional reports
- Create and schedule a report to send as an attachment
- Create editable reports that allow recipients to update information on the sheet
- Publish reports to share with external stakeholders
- Share reports with internal stakeholders
Sheet Summary
- Sheet Summary Reports
- Display data in different views to communicate with various team members (i.e. Gantt with stakeholders, calendar with team leads, card with team members)