Creating Projects in Smartsheet

Smartsheet    |    Beginner
  • 13 videos | 59m 25s
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Discover how to make and manage a new project sheet with Smart Sheet the project management and collaboration service. Your project sheet is like a spreadsheet in which you track all the tasks, responsibilities, scheduling, and resources of a project. In this course, learn to create a new project sheet, employ sheet templates, create a card sheet, and understand the structure and function of your project sheets. See how to access your project sheets, move between multiple sheets, and organize them. Discover how to edit, save and change the properties of your project. Import, export and print your project.

WHAT YOU WILL LEARN

  • Create a new sheet with smartsheet
    Use smartsheet templates
    Understand the structure of your project in smartsheet
    Create a card sheet in smartsheet
    Change view modes in smartsheet
    Move between multiple sheets in smartsheet
    Find your projects in smartsheet
  • Edit a project in smartsheet
    View and change properties in smartsheet
    Organize your sheets in smartsheet
    Import and export projects in smartsheet
    Print a project in smartsheet
    Configure the auto-save settings in smartsheet

IN THIS COURSE

  • 4m 40s
    In order to begin managing your project, see how to create a new sheet. You can create a blank sheet or create a blank project to start managing your project within Smartsheet. FREE ACCESS
  • 5m 36s
    Smartsheet offers a wide range of templates to help you create professional documents efficiently. Browse through some of the different options, and see how to use documents you already have as future templates. FREE ACCESS
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    3.  Understanding the structure of your project in Smartsheet
    5m 59s
    In order to better manage your project, you'll need to understand the structure and layout of your project sheet. See how to identify and find your project tools with Smartsheet. FREE ACCESS
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    4.  Creating a card sheet in Smartsheet
    4m 42s
    Card sheets allow you to visualize your project in a card view. See how to create, add cards, and edit your card sheet in Smartsheet. FREE ACCESS
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    5.  Changing view modes in Smartsheet
    5m 20s
    You can easily move between different display modes in Smartsheet. You can switch your grid view into a Gantt chart, calendar or card view to get the most out of your project sheet data. FREE ACCESS
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    6.  Moving between multiple sheets in Smartsheet
    3m 47s
    If you need to work on more than one sheet at the same time, you can open them in multiple tabs using Smartsheet. See how to manage the display of these different tabs in order to work more efficiently. FREE ACCESS
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    7.  Finding your projects in Smartsheet
    4m 39s
    Once you create your project you'll need to know where to find it. See how to use the search function found in Smartsheet to quickly find the project and row where you left off. FREE ACCESS
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    8.  Editing a project in Smartsheet
    3m 57s
    Whether you're creating a sheet from scratch or you would like to update a template, you're going to need to know how to edit your sheet. See how to insert text, rearrange columns, and remove elements your no longer need with Smartsheet. FREE ACCESS
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    9.  Viewing & changing properties in Smartsheet
    3m 31s
    There is information associated with your sheet that is not necessarily visible from the main program display. See how to display or modify information such as authors, storage location, and sheet ID within the file properties in Smartsheet. FREE ACCESS
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    10.  Organizing your sheets in Smartsheet
    4m 13s
    Once you have multiple project sheets in Smartsheet it's a good idea to store your items in folders to make it easier to find later. You can also add your most important items to the favorites folder. See how to create folders, and add and move items into folders to organize your sheets. FREE ACCESS
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    11.  Importing & exporting projects in Smartsheet
    5m 40s
    What are your options if you'd like to share your projects with someone who doesn't have Smartsheet? See how to export your file using various formats, including PDF and XML. FREE ACCESS
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    12.  Printing a project in Smartsheet
    4m 46s
    If you'd like to keep a hard copy for your files or if you'd like to distribute copies of the project you've created, see how to print it. Smartsheet offers various printing options, including page layout, formatting choices and even a print to PDF option. FREE ACCESS
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    13.  Configuring the auto-save settings in Smartsheet
    2m 35s
    When you working on an important document it's important to know how to save your changes. See how to configure your auto-save settings with Smartsheet. FREE ACCESS

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