Smartsheet’s flexibility makes it a powerful project management tool for teams in marketing, IT, business operations and many others. While fairly intuitive to set up and use, project managers can get the most value from Smartsheet by investing time in training and tutorials.
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Top 5 Smartsheet Tutorials
Here are five top resources and sites where users can get Smartsheet training.
Smartsheet Learning Center
The Smartsheet Learning Center is the central place to find information and resources to get help and learn about the software. It has a link to the Knowledge Base where users can find how-to information, frequently asked questions, reference guides, tips, and best practice articles. Users can easily find help by choosing a specific category, from learning the basics, and using formulas and functions, to sharing work and automating workflows.
The Learning Center also provides a link to Smartsheet’s Community page, where users can ask for help from Smartsheet experts and power users. They can ask a fellow user about best practices and how-to guidance, browse discussions, or find examples. For users interested in getting additional Smartsheet training, it provides a link to a resource page that includes free tutorial videos and recorded webinars for them to learn at their own time and pace.
Smartsheet University
Smartsheet University is a dedicated page to for users (registration required) to learn about the software either with self-paced e-learning or with live instruction. In doing so, participants can earn credentials and verify their expertise. The page offers onboarding videos to help users understand how Smartsheet works and how to use Smartsheet’s various capabilities.
Also available from Smartsheet University are live, collaborative, instructor-led classes that offer specialized paths including solution and core app proficiency, as well as position-specific coursework for marketing professionals, project managers, IT teams, and system administrators. Other resources available from the University are e-learning courses, certifications, and regional in-person training events.
Help Desk Geek How to Use Smartsheet
A How to Use Smartsheet – Tutorial for Beginners from the site Help Desk Geek introduces the software as well as provides basic information to help users get started. It provides step-by-step instructions with screenshots to help a user create, import, or use a template to start working with their first sheet. The tutorial also gives tips on how to use the Project Assistant for a faster start.
From the initial creation of a sheet, the tutorial continues with instructions on how to track each task using different views like the Gantt view. Other topics covered are features of Smartsheet functionalities like Task List, Cards, Grids, Forms, Reports, and Dashboards. The tutorial also gives tips on how to efficiently use the navigation, layout, and other tools.
JavaTpoint Smartsheet Tutorial
The Java resource page JavaTpoint includes a comprehensive Smartsheet review and tutorial. It introduces the software and describes what it can do, as well as its advantages and disadvantages. The tutorial then proceeds with instructions on how to start working using the software.
The author gives step-by-step instructions, from creating a new sheet, and renaming an item in a sheet, to modifying rule permission settings and saving sheet data. The discussion covers topics that range from rows and hierarchy, column types, attachments, conversations, formatting, formulas, sharing, and proofing, to the different work views available.
Smartsheet Training Videos on YouTube
The Smartsheet YouTube Channel includes several how-to training videos that users can access in a playlist which includes an introduction to the software and other short how-to videos to get started, such as how to set up a sheet, how to use columns, and how to share work.
Aside from Smartsheet’s official channel, there are several excellent YouTube videos from different user groups.
A Smartsheet Beginner Tutorial from Learnit Training is an almost one-hour video that introduces the software as a scheduling tool. It provides a detailed presentation on how to create a new workspace as well as showing how to use the interface and configure settings. It covers numerous topics, from inserting columns, and setting parent-child relationships, to tagging team members in comments and using the Gantt view with a critical path.
Smartsheet training videos from Proper PM channel. It provides a step-by-step tutorial with the author walking the viewer through the different aspects and features of the PM tool. He starts with a brand new account to simulate a new users. He then proceeds to show the home interface, the notifications, the workspaces, and the different views. The author also shows how to change settings, edit column properties and types, set up dependencies, and use automation.
One more training video worth mentioning is the Smartsheet Basics – A Layman’s Guide from Praizion PMP Exam Training channel. It is also about 45 minutes of video. The author is a PMP and trainer who uses the video to supplement classroom training for his students. It covers several important topics such as the different views, forms, rows and columns, and comments. He gives the presentation to help PMP aspirants get familiar with a PM software that they can use in the real world.
Premium Training Courses
Aside from these free articles and training videos, there are premium training courses available for users interested in getting formal Smartsheet training. Learnit offers a Smartsheet Introduction course ideal for leaders, managers, and team members involved in managing projects. These are full-day online public classes with specific dates.
Another premium course available is from Udemy. The Smartsheet Complete Beginners Course is a 4-hour on-demand video course that provides step-by-step instruction with hands-on, contextual examples. Users can visit the sites to check the pricing.
Smartsheet Partners
Aside from an online software, Smartsheet offers access to a community of experts and articles about best practices. Moreover, companies can take advantage of professional services, support, and training to help their business achieve goals quickly through Smartsheet partners. These services are available through the Smartsheet Aligned Program. It is a partner program aimed to help customer companies achieve better outcomes. Smartsheet Aligned partners, resellers, referrals, and partners aim to help a company extend its market, increase its revenue, and get into a partnership committed to business success.
Steve Stewart, Global Head of Smartsheet Channels, recently introduced a new program structure that will start in the coming year. The program seeks to address a growing customer request for increasingly complex Smartsheet solutions. Thus, Smartsheet will offer improved benefits to a registered Smartsheet partner who can provide best-in-class service to customers. Its over 800 global partners are eligible to recognition and rewards with tailored benefits to compensate the extensive investments they have made with Smartsheet.
Ready to start with your Smartsheet training?
Smartsheet is a capable cloud-based platform that can help today’s knowledge workers cope up with the needs of modern business. As explained in our Smartsheet software review, more than just enabling teamwork, Smartsheet provides organized workplace collaboration that helps improve quality, speed, and overall productivity of teams. Through the software, team members and stakeholders are able to keep everyone up-to-date with progress, new opportunities, and potential challenges. Teams are more connected, able to learn from each other, communicate with, and work better together, which are crucial components in achieving business goals.
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