Smartsheet Beginner Tutorial
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- čas přidán 10. 07. 2024
- Smartsheet Beginner Tutorial
This video is brought to you by our partner Kandis Porter.
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Who it's for: For businesspeople of all types who could benefit from tighter, clearly defined processes and projects.
What it is: Smartsheet is an online project management tool with a heavy focus on team collaboration.
What you'll learn: In this Smartsheet training, you’ll learn best practices, methodology, and mechanics around how to build and share collaborative checklists, project plans, calendars, and dashboards. Smartsheet is ideal for waterfall and agile projects, product launches, planning, events, and more.
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Start (0:00)
Introduction (0:03)
Introduction to Project Scheduling (1:03)
Creating New Workspaces and Projects (10:19)
Project Interface (13:23)
Project Settings (18:35)
Inserting Columns (20:34)
Parent/Child Relationships (21:41)
Adding Tasks (23:26)
Adding Milestones (25:42)
Adding Durations and Predecessors (27:12)
Adjusting Durations (29:14)
Assigning Tasks (31:18)
Setting Up Alerts (34:09)
Percent Complete & Status (38:49)
Cost (39:40)
Review (40:35)
Tagging Team Members in Comments (41:24)
Row Action Indicators (42:36)
Gantt View & Critical Path (43:02)
Card View (44:59)
Sharing (45:42)
Publishing (46:51)
Saving (49:45)
Navigating Back to Workspaces (50:13)
Conclusion (50:45)
#SmartSheet
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Where does one add notes? I tend to have meetings that speak to many individual tasks, and may even add tasks...
Thanks, I took a Systems Analysis and Design course last spring that I would say overlaps with the principles of Project Management by 80% to 90%, so it's great that you showed everyone another tool available to use for project management. This seems like a pretty simple and powerful tool probably more suited for waterfall type tasks (not a bad thing- it just depends on the project and philosophy of the organization where their workflow is on the Waterfall to Agile continuum).
Kandis did a great job with this tutorial. Her training delivery and pace were excellent. The training was informative, comprehensive and easy-to-follow. Thank you!
You are so welcome!
Can we create a weekly status report in this?@@LearnitTraining
Thank you, Learnit Team! I absolutely love partnering with you and sharing knowledge across the globe.
Our pleasure!
@kandis thank you.
I’m not a project manager and have to organize a team project in three days. Thank you SO much, this made SmartSheet so understandable!
You're very welcome!
Hello Kandis, this is a really nifty tool. The cross between MS Project and Excel that it uses is perfect for most projects, and the fact that it is collaborative is really great. Thanks for the tutorial. I have been using MS Project since it was created and always felt it was overcomplicated for most projects, and did not provide options for collaboration. A new job that I am a top candidate uses Smartsheet extensively, so this training helped me to get a headstart for this job. Thanks for the tutorial, I plan to wander through some of your other presentations.
You are welcome Skip! Also please check out Kandis' channel for more videos by Kandis
KANDIS ... GO GIRL!!! FANTASTIC TRAINING!!!!! ABSOLUTELY LUV IT!!!
Thank you so much!!
This Video is excellent ! absolutely practical. If you want to go from never using Smartsheets to being proficient within 30 minutes - then this is the video for you!
Thank you for the kind words Edwin!
Excellent! I can never thank you enough! I've learned a lot in just a matter of minutes. You're one of the best, Kandis!🙃🙃🙃
You're so welcome!
I was very impressed with this how to, I needed to learn the basics for smart sheets and this tutorial was very easy to follow and understand. Really great if you want something that’s easy to digest and take your time to learn. I would advise having a handheld device as well as a desktop or laptop, if you download the app it doesn’t correspond to the tutorial so make sure you have the right equipment before you start to save time
Glad it was helpful!
Very nice job Kandis. You explained the basics and covered all the important pieces in a comprehensible and digestible way and in the appropriate order. I enjoyed the video.
Thank you so much for watching Michael!
BIG HELP!! Thank you, Kandis Porter!
You're so welcome!
This was amazing and very helpful! There is very little training at my job for Smartsheet's whereas everyone is busy and this was extremely thorough. Thank you
You are very welcome!
Great overiew for getting started quickly
Great tutorial!!! Just what I need to get started.
Glad it was helpful!
how can I ensure that the Overall percentage of a parent row reflect the average of all the child rows? I though that feature is automatically activated
Love it! Thank you!
This is for the ALGO!
Thank you for watching Adrian!
this was perfect for someone that knows excel but hasn't used smart sheets!!!
Thank you Joe! We also have a new Smartsheet video coming soon!
Do you have to have a new sheet for each project? Or like with excel, I can have multiple projects on one page.
That was great, thank you!
This is really educative. Thanks so very much for your step-by-step explanation
You're very welcome!
Great demo, keep them coming!
Will do!
Very nice explanation. Great walk through.
Glad you enjoyed it!
Great training and thank you for taking the time to pull this together.
I'm going to recommend it to those in our client teams as a great introduction to Smartsheet.
Regards.
Awesome, thank you!
First of all, great video, super helpful! I'm curious, my "finishing" section 1.4 only totals up to 58d. I have gone through and double checked all of the values and they are all the same as yours. Any idea?
Thank you for teaching us
You are so welcome!
Thank you for this
No problem 😊
Thank you... Good.👍
Welcome 😊
Can you save the logic and export it to another sheet ? ( assume you have a standard project timeline that will be done the same way each implementation )
Awesome, I need to go through a few more times. cool
Go for it!
Does Smartsheet have functionality for collaborative PDF markups?
can u share some vedio about dashboard ,
If your design phases are normal business days but the construction schedule will be off-hours and weekend work, how to you address working days with these dual conditions?
Hi Susan! You can get your question answered at Offsite, our online community - www.offsitebylearnit.com
Excellent tutorial
Thank you! Cheers!
Superb
Thank you! Cheers!
At the 19:00 mark a cost column is suddenly displayed without a clear explanation of how to add it. Also, in project settings "Resource Management" shows as an option under Dependency Settings but that does not show up in my Project Settings popup. Question: Is there a way to add the Cost column and how do I add resource management to the project? Thank you.
Hello Gerald! You can get help directly from our instructors at Offsite, our online community - www.offsitebylearnit.com
😊
Is there a way to contact you as a trainer/expert? There are questions that I haven't found the answers too for my particular project management set-up
Hi Nora! We can definitely offer a private class - check out our www.learnit.com to learn more!
Actually Project Schedule not Project Plan big difference...
I suppose this is not for software development so probably quite relevant.
How can I change the language to arabic ?
Hi Fatimah! That will come in the future!
Title should be updated. This video focuses mostly on "Project Management using SmartSheet - for beginners". Good for general understanding of concepts though.
Thanks for the input!
Forgot the plumber...great video, but please don't plan my house ;). We need plumbing.
Thanks for watching!
My name is David Solomon live in freetown Sierra Leone I was born in February 2 1984,
Welcome aboard David!
Its a spreadsheet.
Yep!
Jesus this is like Project Management from 20 years ago, does anyone work like this any more????
Hello I am a new project manager can I have some tips ?
Not sure you’re qualified to comment. You offer NO solutions. 🤔 wondering if you were even alive 20 years ago. Seems like a “building internet cred” comment in lieu of actual applied knowledge. 😂😂
it is very hard to follow, too many repeated words and the voice tone plus some common sense instruction, this easily fits 10min presentation at best
Hey Miroslav, if I were you I would consider asking for a full refund because the time you spent wasn't worth the money you paid to attend the training.
If you can't follow because of an issue with the stuff sitting between your ears then that's something no one can hep you with.
This training was very clear with the right emphasis in the right areas you probably are just as thick as two planks that you were unable to grasp what you were being told.
The cheek of you to criticize someone who has taken the time to share their knowledge and expertise for no cost. Sure, there's a company behind this but you didn't have to watch the video did you?
If you think you can do any better then go ahead and create your own presentation on Smartsheet and drop your link here for us to objectively review it - but I'm sure you won't.
I normally pass on on trolls but your statement is so far off the mark it's beyond ridiculous.
You're Miroslav, you are simply ignorant, unappreciative and rude.
Why do I have to watch 5 minutes of commercials in order to get through 30 seconds of intro 😞 Vrbo, Speechify, Grammerly, Monday, Wix, some multiple times!.... takes FOREVER to get to the content!