Smartsheet Tutorial: Introduction to Smartsheet (with Demo)

Welcome to our comprehensive Smartsheet tutorial! In this video, I provide an in-depth introduction to Smartsheet, complete with a live demo. Perfect for beginners and those looking to refresh their skills, this tutorial will guide you through Smartsheet's key features and functionalities.
Topics Covered:
Home Page Overview:
Suggested for You, Send Us Feedback, Notifications, Browse function (Folders/Workspaces), Star Favorites, WorkApps, Create (Plus Sign) - Templates and More, Account Settings (Profile Picture or Initials), Personal Settings
Explanation of Workspaces and Access Rights:
Understanding Workspaces & Creating New Items
Creating a New Sheet:
Managing Rows and Columns, Adding and Managing Attachments
Collaborating with Comments, Applying Conditional Formatting
Sharing Sheets and Exploring Different Views:
Overview of Different Views: Grid, Card, Gantt, Calendar
By the end of this tutorial, you'll be well-equipped to navigate Smartsheet, create and manage sheets, and collaborate effectively with your team. For more advanced tips and tricks, be sure to check out our other videos.
Don't forget to like, subscribe, and hit the notification bell for more Smartsheet tutorials!
#Smartsheet #SmartsheetTutorial #ProjectManagement #SmartsheetDemo #HowToUseSmartsheet #SmartsheetTips #SmartsheetForBeginners #SmartsheetIntroduction #SmartsheetGuide #CollaborationTools
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Learn more about Effective Flow Connections: www.effectiveflowconnections.com
Kandis Porter is the Founder and Managing Director of Effective Flow Connections (EFC), a management consulting company that helps transform organizations through project management, process improvement, change management, facilitation of key meetings, and training. Kandis also works one-on-one with clients, focusing on Leadership development and growth. EFC enables organizations to do what they do, even better! Kandis Porter has more than 20 years of experience managing people and large projects in both the government and private sectors. She has supported clients in various industries, including the Department of Defense, Federal Aviation Administration, utilities, medical device, non-profit, and learning & development. Kandis has a Master of Science Degree in Project Management (MSPM) from The George Washington University and Master of Business Administration (MBA) in Human Resources. In addition, she is a certified Project Management Professional (PMP), PMP Exam Prep Course Instructor through Project Management Institute, Prosci Change Manager, and Six Sigma Green Belt. She is also certified as a Myers Briggs Type Indicator (MBTI) Practitioner, Thomas-Kilmann Instrument (TKI) Practitioner, and is a Wiley DiSC Everything Workshop facilitator.
Connect with me on social -
LinkedIn: / effective-flow-connect...
Facebook: / effectiveflowconnections

[@aliallen7777]

Just discovered Smartsheet and your tutorial. I will be watching for more. Many thanks!

[@PMPexpert]

Thank you! I'm glad you enjoyed the tutorial. Stay tuned for more videos coming soon!

[@RobSpor0514]

Your tutorial was excellent! Thank you, Kandis!

[@PMPexpert]

Glad it was helpful! Wishing you the best with Smartsheet, Rob.

[@ask.mrbill]

Nice refresher video. I have not used Smartsheet for a bit over a year and a new client is requiring I use it.
Question: Would you please provide the explicit names of the other video you refer to in this video? It's not clear when I search for them. Call me slow 😞

[@PMPexpert]

Thank you! I'm glad you found the refresher helpful. Here are the names of the other videos mentioned:
Smartsheet Formula Handbook Template Set Overview - czcams.com/video/ffv8oCsu8Vc/video.html
Proofing in Smartsheet - Getting Approvals & Feedback - 15 Minute Video! - czcams.com/video/TeCJc_mh5bk/video.html
Creating A Project Schedule In Smartsheet | Tips For Project Management - czcams.com/video/a7om6Sn0rkE/video.html
Mastering Your Project Schedule - Predecessors, Setting a Baseline, & Critical Path - czcams.com/video/Vjuucqn_Me0/video.html
Smartsheet Reports Tutorial - Create a Row Report in Less Than 20 Min! - czcams.com/video/Vjuucqn_Me0/video.html
I also have a Smartsheet playlist you might find helpful: czcams.com/video/2ACb39n53EY/video.htmlsi=XpcNhsmLSqKBCKlX

[@PMPexpert]

Also, here is a new video that may be helpful as well! Creating Your First Sheet: czcams.com/video/A811r8SvlnM/video.htmlsi=MgBDR8bfRKip0Kda. Best of luck!