Smartsheet Beginner Tutorial

Smartsheet Beginner Tutorial
This video is brought to you by our partner Kandis Porter.

Get Ad-Free Training by becoming a member today!

Join Learnit Anytime for ad-free training, exams, certificates, and exclusive content:

Who it's for: For businesspeople of all types who could benefit from tighter, clearly defined processes and projects.

What it is: Smartsheet is an online project management tool with a heavy focus on team collaboration.

What you'll learn: In this Smartsheet training, you’ll learn best practices, methodology, and mechanics around how to build and share collaborative checklists, project plans, calendars, and dashboards. Smartsheet is ideal for waterfall and agile projects, product launches, planning, events, and more.

Start (0:00)
Introduction (0:03)
Introduction to Project Scheduling (1:03)
Creating New Workspaces and Projects (10:19)
Project Interface (13:23)
Project Settings (18:35)
Inserting Columns (20:34)
Parent/Child Relationships (21:41)
Adding Tasks (23:26)
Adding Milestones (25:42)
Adding Durations and Predecessors (27:12)
Adjusting Durations (29:14)
Assigning Tasks (31:18)
Setting Up Alerts (34:09)
Percent Complete & Status (38:49)
Cost (39:40)
Review (40:35)
Tagging Team Members in Comments (41:24)
Row Action Indicators (42:36)
Gantt View & Critical Path (43:02)
Card View (44:59)
Sharing (45:42)
Publishing (46:51)
Saving (49:45)
Navigating Back to Workspaces (50:13)
Conclusion (50:45)

#SmartSheet

[edwintorres]

This Video is excellent ! absolutely practical. If you want to go from never using Smartsheets to being proficient within 30 minutes - then this is the video for you!

[erictrehub]

Kandis did a great job with this tutorial. Her training delivery and pace were excellent. The training was informative, comprehensive and easy-to-follow. Thank you!

[thegreycatt]

I’m not a project manager and have to organize a team project in three days. Thank you SO much, this made SmartSheet so understandable!

[adambishop]

I was very impressed with this how to, I needed to learn the basics for smart sheets and this tutorial was very easy to follow and understand. Really great if you want something that’s easy to digest and take your time to learn. I would advise having a handheld device as well as a desktop or laptop, if you download the app it doesn’t correspond to the tutorial so make sure you have the right equipment before you start to save time

[skipmackenna]

Hello Kandis, this is a really nifty tool. The cross between MS Project and Excel that it uses is perfect for most projects, and the fact that it is collaborative is really great. Thanks for the tutorial. I have been using MS Project since it was created and always felt it was overcomplicated for most projects, and did not provide options for collaboration. A new job that I am a top candidate uses Smartsheet extensively, so this training helped me to get a headstart for this job. Thanks for the tutorial, I plan to wander through some of your other presentations.

[PMPexpert]

Thank you, Learnit Team! I absolutely love partnering with you and sharing knowledge across the globe.

[wizardofki]

Thanks, I took a Systems Analysis and Design course last spring that I would say overlaps with the principles of Project Management by 80% to 90%, so it's great that you showed everyone another tool available to use for project management. This seems like a pretty simple and powerful tool probably more suited for waterfall type tasks (not a bad thing- it just depends on the project and philosophy of the organization where their workflow is on the Waterfall to Agile continuum).

[michaeldave]

Very nice job Kandis. You explained the basics and covered all the important pieces in a comprehensible and digestible way and in the appropriate order. I enjoyed the video.

[melissawatson]

This was amazing and very helpful! There is very little training at my job for Smartsheet's whereas everyone is busy and this was extremely thorough. Thank you

[belindahunt]

KANDIS ... GO GIRL!!! FANTASTIC ABSOLUTELY LUV IT!!!

[joegargiulo]

this was perfect for someone that knows excel but hasn't used smart sheets!!!

[witty_net]

Excellent! I can never thank you enough! I've learned a lot in just a matter of minutes. You're one of the best, Kandis!🙃🙃🙃

[phodiemusakamara]

This is really educative. Thanks so very much for your step-by-step explanation

[JamesAddy-eb]

Awesome, I need to go through a few more times. cool

[theresasachi]

Great overiew for getting started quickly

[MittsThetford]

First of all, great video, super helpful! I'm curious, my "finishing" section 1.4 only totals up to 58d. I have gone through and double checked all of the values and they are all the same as yours. Any idea?

[adrianOnTheGoHistory]

Love it! Thank you!
This is for the ALGO!

[lawrencemartins]

Great training and thank you for taking the time to pull this together.

I'm going to recommend it to those in our client teams as a great introduction to Smartsheet.

Regards.

[dlvishnukumar]

Very nice explanation. Great walk through.

[geraldlilienthal]

At the 19:00 mark a cost column is suddenly displayed without a clear explanation of how to add it. Also, in project settings "Resource Management" shows as an option under Dependency Settings but that does not show up in my Project Settings popup. Question: Is there a way to add the Cost column and how do I add resource management to the project? Thank you.