Core App Solutions

Day 1

Topics

Sheet Foundations

• Create, import, and use templates to start your work in Smartsheet.
• Learn Smartsheet navigation by exploring the product and sheet features.
• Create filters, conditional formatting, update requests, hierarchy, and column types.

Collaboration

• Create workspaces to house project information to share with your team.
• Review permission settings and item sharing permissions. 

Project Settings

• Set dependencies and predecessors in Gantt view.
• Examine timeline display, working days, and the Duration column. 
• Plug in predecessors to keep critical items on track.
• Set baselines and determine time for similar tasks in the future.

Day 2

Topics

Create Forms

• Create an intake sheet and a form.
• Examine the form fields and set form logic.
• Discuss form settings and how to share the form with others.
• Creating your own form and sharing it with the instructor.

Automations

• Set up automations based on dates and triggers with an update request.
• Create a conditional approval workflow.
• Review how automations can sometimes be used in lieu of formulas.

Formulas

• Locate materials on the formulas and functions.
• Create formulas with =countif and a nested =if statements.
• Review the Sheet Summary feature.

Day 3

Topics

Reports

• Create several types of reports, including status and current user.
• Use filters to refine the data shown in reports.
• Publish reports for external audiences.

Dashboards

• Set up metrics sheet for dashboard graphs.
• Examine best practices on widget data and settings.
• Review how to publish and share a Dashboard.

Capstone

• Demonstrate the knowledge, skills, and abilities acquired throughout the training and prepare for the Smartsheet Core Product Certification.