Workflow My Workload

Confidently navigate your way around on Smartsheet from top to bottomCreate Task Lists for your teamsLearn how to easily Transfer mass Excel data into Smartsheet automatically.Create and manage workflows for your business through SmartsheetCreate automations through Smartsheet to streamline your workflowsCreate and manage gnatt chartsCreate Forms to caputure responses and data from anyoneCreate QR codes that can take anyone to the Form you just createdCreate Metric sheets that capure the data from FormsCreate Formulas confidently on the same sheetCreate Formulas confidently that cross over multiple sheetsCreate Dashboards that are professional, clean, and have clarityCreate Dashboards that gather data from metric sheets that consolidate the info in a clean clear way to understandCreate Automation within sheets to streamline work you and othersCreate Forms that capture specific responses that automatically get put on your custom PDFLearn how to make POs (Purchase Orders) and forms that request POs.Create and manage ReportsLearn how to cell link between sheets.Show moreShow lessYou will learn how to create forms in Smartsheet and then manage the data that comes in by creating automations, workflows, Reminders, and conditional formatting. You will even learn how to turn your form into a QR code so anyone can scan and fill. I will guide you step by step in how to create the form the right way so that the data that comes in is formatted the way you desire it. You will learn how to automate workflows so that when new data comes in, from the new form submissions, nothing will be missed and everyone who you choose will be notified. You will also learn how to use the row actions to your advantage so that reminders are set in place and pictures and documents can be reviewed by the team. Within automations you will also learn how to set up workflows that allow your team to approve or deny a submission that is specifically sent to them. When you are done completing this course you will be confident in building out forms from scratch for your company. With a strong foundation in creating forms you will be building a strong base for the rest of your project management within Smartsheet.Who this course is for:For people who want an excellent managment tool they can learn to use to streamline and automate their business so they can focus on what matters most.