Smartsheet Level 1 – Introduction

  • Live Online Classroom
  • 4.8
    320 Ratings
  • 400+ Learners

Class Outline — 1 Day

Smartsheet Level 1 is a one-day instructor-led class to help get started with Smartsheet, create an account, and update it. Explore how to navigate the features and functions of the spreadsheet style interface and configure the interface display options to meet your team’s needs. Learn the process of capturing data, organizing your data, and then visualizing your data story.

Navigation Overview

  • Sheets
  • Workspaces
  • Folders

Solution Center

  • Templates
  • Template Sets

Sheets

  • Create a Sheet or import a sheet

Rows and Hierarchy Introduction

  • Work Breakdown Structure

Introduction to Dependencies

Columns and column types

  • Auto number
  • Checkbox
  • Contact List
  • Date
  • Dropdown list
  • Latest Comment
  • Symbols
  • Text/Number
  • Created by
  • Created Date
  • Modified by
  • Modified date
  • Supplemental: Locking and Freezing columns

Formatting Cells to Improve Readability

  • Background Colors
  • Bold
  • Fixed Number Formatting
  • Format Painter
  • Italic

Attachments

  • All
  • Row
  • Sheet

Conditional Formatting

  • Rules

Formula Basics Introduction

  • Write SUM and COUNT formulas
  • Convert between cell and column formulas
  • CHILDREN and related functions

Sharing

  • Permission levels

Contacts

  • My Smartsheet contacts
  • Licensed Users
  • Unlicensed Users

Groups (setup by Smartsheet Administrator)

Views

  • Card View
  • Basic Gantt View
  • Calendar View
  • Grid View

Comments and Conversations

  • Comments
  • Conversation thread

Personal settings

  • Profile
  • Notifications
  • Settings

Sheets to Reports to Dashboard Relationships Introduction

  • Sheets
  • Reports
  • Dashboard

More Smartsheet Classes

What People Are Saying About Us

Vanessa Boston

Really good progression on Excel Levels 1-3. Was able to take a decent survey of the capability of Excel and work on target areas like V-LookUp which were of special importance to me. You can save the Manuals Work Books for reviewing and recreating lessons as practice

Ashley Lackey

Carolyn did a great job at teaching the class and making all of the information feel manageable and easy to understand. Although the class was small and quiet she stayed engaging and thorough the entire time. I would definitely recommend this class to others!

Marissa Hogan

Carolyn was a phenomenal teacher! I learned many new things from the Excel 3 course that I took; I can’t wait to take other courses that Data Creative offers.

Mariya Petrovska

I absolutely loved the trainings I have taken with Data Creative. The instructors are very professional, easy to follow, knowledgeable and friendly. The groups are relatively small, so you get personal attention. I highly recommend them for everyone that wants to learn new skills or improve their performance.

Tony Wilson

Awesome training at a very good pace. Trainers were very open to example scenarios and unique questions. Highly recommend!

John Andrew Kenyon

Today I was took the excel level 2 class with Data Creative. The instructor was very professional and knowledgeable. He presented everything available to the lesson and more. I will definitely be taking the 3rd lesson through Data Creative.

Alejandra Cabrera

I completed the level 1 and level 2 PowerPoint training with Damian and I learned so much! I’ve been using PowerPoint for a while and had no idea that there was so much you could do with it. Damian was very easy to follow, friendly, and willing to answer any and all questions. I would definitely recommend this course for anyone looking to fine tune their skills in PowerPoint.

Antoinette Medina

Excellent communication and class setup. Classes are well structured, not too fast-paced. Nice materials, easy to review and follow even if you do not have two screens!

Robert Chalmers

Trish was an excellent facilitator and very personable. The class, Excel Level 4, was easy to follow and she encourage us all day to ask questions! She supplied us with a lot of useful information and “extras”. I learned what I was hoping to learn and had fun doing it.

Jody Old

I took the Excel Level 1, 2, 3, and the Power Point class. I have worked with Excel for over 20 years and I am blown away on how much I thought I knew, but really didn’t know. I would recommend Data Creative to anyone who would want to learn more about what different programs can do. I will be looking forward to any other class my place of employment will want me to take through this company