Creating & Managing Tasks in Smartsheet

Smartsheet    |    Beginner
  • 16 videos | 1h 5m 36s
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Learn how to track project tasking with Smartsheet software service. During this course, you will see how to create your project's task list, insert new tasks, group tasks, sort tasks, filter tasks and make milestones. From there, you will learn how to customize the appearance of your tasking tools. Other topics covered include how to employ conditional formatting; how to format the text in your tabl, and modify the appearance of your Gantt chart. Learn how to effectively manage resources, add resources to the project, assign resources to tasks, and resolve resource conflicts. Finally, discover how to insert formulas, links and images, and how to attach files.


  • Insert a task in smartsheet
    Add a milestone in smartsheet
    Group tasks in smartsheet
    Sort tasks in smartsheet
    Filter tasks in smartsheet
    Format the text within your table in smartsheet
    Change the appearance of your gantt chart in smartsheet
    Use conditional formatting in smartsheet
  • Add resources to your project in smartsheet
    Assign resources to tasks in smartsheet
    Resolve resource conflicts in smartsheet
    Add formulas in smartsheet
    Attach files in smartsheet
    Insert an image in smartsheet
    Insert links in smartsheet
    Create a task list in smartsheet


  • 3m 30s
    A project is composed of one or more tasks: these stages need to be completed before the project can be finished. See how to create new tasks in your project, and how to modify the associated information. FREE ACCESS
  • 4m 58s
    If you'd like to highlight the objectives of your project, you can add milestones. See how to add these milestones in Smartsheet and how to change the dates and the duration, if necessary. FREE ACCESS
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    3.  Grouping tasks in Smartsheet
    2m 58s
    Creating groups is a good way of organizing the different tasks in your project. You can use the indent tools, which allow you to adjust the level settings for each individual task. FREE ACCESS
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    4.  Sorting tasks in Smartsheet
    3m 13s
    You can adjust how the tasks appear in your task list. Smartsheet allows you to apply sort criteria in order to focus on specific kinds of information. FREE ACCESS
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    5.  Filtering tasks in Smartsheet
    3m 58s
    Smartsheet allows you to filter your tasks in order to find the information you need. See how to access and use the filter option. FREE ACCESS
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    6.  Formatting the text within your table in Smartsheet
    4m 43s
    Depending on how you use your project sheets, you can apply formatting changes to highlight specific kinds of information. We'll look at how to change the font, underline, or apply colors with Smartsheet. FREE ACCESS
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    7.  Changing the appearance of your Gantt chart in Smartsheet
    4m 1s
    As well as being able to adjust the scale settings, Smartsheet also allows you to adjust your Gantt chart display settings. For example, you can change the color scheme, display values or overall view of your Gantt chart. FREE ACCESS
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    8.  Using conditional formatting in Smartsheet
    4m 5s
    Conditional formatting allows you to quickly apply format that will help your tasks stand out. See how to create a conditional formatting rule, add multiple conditions and disable or remove rules you no longer need in Smartsheet. FREE ACCESS
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    9.  Adding resources to your project in Smartsheet
    3m 58s
    If you add resources to your project, it's much simpler to calculate the cost of the project. See how to manage these resources in Smartsheet. FREE ACCESS
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    10.  Assigning resources to tasks in Smartsheet
    3m 48s
    Once you have created a number of resources, you can assign them to your tasks. In Smartsheet, there are a number of ways of doing this. See how to add existing resources, create new resources and restrict resource allocations. FREE ACCESS
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    11.  Resolving resource conflicts in Smartsheet
    4m 33s
    If your resources have been overallocated you can view and then make changes necessary in order to keep your project running smoothly with Smartsheet. FREE ACCESS
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    12.  Adding formulas in Smartsheet
    4m 51s
    With Smartsheet you can insert and use formulas to quickly calculate data relating to your project. See how to insert simple formulas as well as add more complex functions with cell references. FREE ACCESS
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    13.  Attaching files in Smartsheet
    5m 54s
    You can attach almost any type of file to a sheet, row, discussion, or workspace. You can attach files from your computer or files stored in supported third-party cloud storage services. FREE ACCESS
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    14.  Inserting an image in Smartsheet
    2m 45s
    You can insert images directly into cells in your sheets. Images in the grid can be useful for many types of sheets, including team contact lists, manufacturer parts lists, and real estate lists. FREE ACCESS
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    15.  Inserting links in Smartsheet
    4m 34s
    If your sheet is referencing existing data, you can add links. You can also add hyperlinks to reference outside websites. See how to insert links to additional sheets as well as website URLs with Smartsheet. FREE ACCESS
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    16.  Creating a task list in Smartsheet
    3m 47s
    Rather than creating a new sheet, you can create a separate task list to stay on top of side tasks. See how to create a task sheet, add tasks and edit your lists in Smartsheet. FREE ACCESS


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