Course 4: Gather Data and Report

Course 4: Gather Data and Report

Build forms with conditional logic and reports to highlight specific information for different audiences

About this course

Gather Data and Report
In this course, you'll learn how to:

  • Create forms with conditional logic
  • Create sheet summary fields
  • Create reports

Total approximate course time with activities: 1.25 hours

Welcome to Smartsheet Foundations 
In this course, you'll take on the role of a design team manager and build a request tracking solution in Smartsheet. You'll learn about Smartsheet capabilities through interactive lessons in a simulated Smartsheet environment and self-paced practice activities.

Smartsheet Foundations Scenario
You are the Marketing Manager for the creative design team at MBF Corp. It's hard to track all of the requests that your team gets since you do such a wide variety of work for so many different audiences. It's also difficult to see who on your team is overworked and who has availability. You decide to create a more formal request intake and tracking solution with Smartsheet so you can visualize your work, communicate more efficiently with your team, and provide up-to-date information to all stakeholders and leadership. You created a requirements list that will guide the development of your solution and you also received a Smartsheet license so let's start creating your solution.

Course Information
Lessons are interactive meaning that when prompted, you need to click and type on the screen. The PDF documents are extra practice activities. When you open a PDF, you'll download practice sheets to your own Smartsheet environment through a link in the PDF. We recommend using Google Chrome for the best experience in these lessons and in Smartsheet. There is an evaluation at the end of this course that you can fill out. We do read all comments and take feedback into consideration so please let us know how we're doing.

Other Resources

Curriculum

  • Gather Data and Report
  • Forms
  • Forms Activity
  • Sheet Summary
  • Sheet Summary Activity
  • Reports
  • Reports Activity
  • Evaluation
  • Go to Course 5 - Collaboration

About this course

Gather Data and Report
In this course, you'll learn how to:

  • Create forms with conditional logic
  • Create sheet summary fields
  • Create reports

Total approximate course time with activities: 1.25 hours

Welcome to Smartsheet Foundations 
In this course, you'll take on the role of a design team manager and build a request tracking solution in Smartsheet. You'll learn about Smartsheet capabilities through interactive lessons in a simulated Smartsheet environment and self-paced practice activities.

Smartsheet Foundations Scenario
You are the Marketing Manager for the creative design team at MBF Corp. It's hard to track all of the requests that your team gets since you do such a wide variety of work for so many different audiences. It's also difficult to see who on your team is overworked and who has availability. You decide to create a more formal request intake and tracking solution with Smartsheet so you can visualize your work, communicate more efficiently with your team, and provide up-to-date information to all stakeholders and leadership. You created a requirements list that will guide the development of your solution and you also received a Smartsheet license so let's start creating your solution.

Course Information
Lessons are interactive meaning that when prompted, you need to click and type on the screen. The PDF documents are extra practice activities. When you open a PDF, you'll download practice sheets to your own Smartsheet environment through a link in the PDF. We recommend using Google Chrome for the best experience in these lessons and in Smartsheet. There is an evaluation at the end of this course that you can fill out. We do read all comments and take feedback into consideration so please let us know how we're doing.

Other Resources

Curriculum

  • Gather Data and Report
  • Forms
  • Forms Activity
  • Sheet Summary
  • Sheet Summary Activity
  • Reports
  • Reports Activity
  • Evaluation
  • Go to Course 5 - Collaboration