Smartsheet Training

Smartsheet is an easy-to-use cloud project management software focused on creating, collaborating, and managing your projects and workflows in real-time. Unlike Microsoft Project, Smartsheet allows users to work on the same project and integrate automated alerts and approvals. Smartsheet combines the best features of Microsoft Project, Excel, and SharePoint to save time and effort during project management.

This Smartsheet training class will get you up and running quickly, give you all the skills needed to manage your projects for success. In training, we'll take you from the basics skills like setting up a workspace and adding tasks to advanced topics like critical paths, custom dashboards, and integration of other web services.

Getting Started

  • Creating Workspace
  • Creating Task Lists / Check Lists
  • Conditional Formatting
  • Different Views - Grid, Gantt, Card, and Calendar View
  • Sorting and Filtering
  • Cell linking


  • Adding Contacts
  • Groups
  • Permissions
  • File Attachment and Sharing
  • Comments
  • Integrations - Google, Microsoft, and Slack

Project Management

  • Dependencies
  • Resource Management
  • Critical and Driving Path
  • Dashboards
  • Reports
  • Proofing


  • Create a Workflow
  • Reminder
  • Alerts
  • Update/Approval Requests


  • Create a form
  • Sharing form
  • Alerts

Smartsheet training is offered at three locations: