Managing Projects with Smartsheet

Learn how to plan, set up, and report on projects in Smartsheet, leveraging project management best practices. This course enables project managers and other knowledge workers to build upon their basic Smartsheet skills and get the most out of this powerful tool.

Jeremy Williams takes you through the chronological process of building out, optimizing, and automating your project workflows in Smartsheet. Jeremy demonstrates how to seamlessly integrate projects into programs and portfolios, and report on progress for each level. Take this course to be able to effectively build out a project management solution for your stakeholders and team members using Smartsheet.

Learning objectives

• Identify what advanced functionalities of Smartsheet are best for project/program/portfolio management best practices.
  
• Describe how to create, develop, and automate how to run projects in Smartsheet to improve personal and team efficiency and productivity.
  
• Explain the process of integrating individual projects into broader programs and portfolios.
  
• Cite the key features in Smartsheet that allow project managers to align projects with organizational goals.
  
• Demonstrate how to generate and summarize progress reports for individual projects, programs, and portfolios, providing insights for stakeholders and decision-makers.
  

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