Tracking Projects in Smartsheet

Smartsheet    |    Intermediate
  • 10 videos | 46m 46s
  • Earns a Badge
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Facilitate collaboration with your remote team with Smartsheet software service. During this course, you will begin by learning the features and functions of Smartsheet's spreadsheet style interface. You'll see how to follow project progress, track critical tasks, and set task indicators. Other topics include how to create alerts and status updates; manage your project calendar; schedule and reschedule project tasking, and modify your scheduling options. You'll also explore how to configure your project calendars to meet your project needs, generate and edit project reports.


  • Follow your progress n smartsheet
    Follow critical tasks in smartsheet
    Create status updates in smartsheet
    Reschedule your project in smartsheet
    Use the task indicators in smartsheet
  • Change your scheduling settings in smartsheet
    Modify your calendars in smartsheet
    Generate reports in smartsheet
    Edit reports in smartsheet
    Add alerts in smartsheet


  • 4m 15s
    Using Smartsheet, you can keep up on how your projects are progressing. See how to edit this information within your chart, table, and calendar view in order to analyze your project progress. FREE ACCESS
  • 4m 57s
    Once you've verified the progression of your project, it's easier to identify the most critical tasks. See how to highlight critical tasks within your Gantt chart in Smartsheet. FREE ACCESS
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    3.  Creating status updates in Smartsheet
    4m 30s
    If you'd like to get a better idea of how your project is advancing, you can add status updates to your project using Smartsheet. See how to add status columns, as well as modify their appearance and set status notifications. FREE ACCESS
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    4.  Rescheduling your project in Smartsheet
    4m 10s
    With automatic recalculations in Smartsheet, it's easier to reschedule your project or an individual task and to see the effect of these changes on the entire project. See how to change individual dates as well as manually recalculate your project as needed. FREE ACCESS
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    5.  Using the task indicators in Smartsheet
    4m 24s
    You can use formulas to create task indicators that will help you manage and anticipate potential problems. See how to create and use task indicators in Smartsheet. FREE ACCESS
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    6.  Changing your scheduling settings in Smartsheet
    3m 30s
    The default settings in Smartsheet can be modified to make project planning as intuitive as possible for you. For example, you can change the default start date for a project, automatically incorporate scheduling changes, or modify the display options. FREE ACCESS
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    7.  Modifying your calendars in Smartsheet
    4m 44s
    With Smartsheet you can manage your project calendar. For example, you can change the calendar display as well as publish your calendar to another application. FREE ACCESS
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    8.  Generating reports in Smartsheet
    4m 57s
    Consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. See how to create and run a report with Smartsheet. FREE ACCESS
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    9.  Editing reports in Smartsheet
    5m 11s
    Once you've created a report you can update you reporting criteria as well as add additional sheets or rename your report. See how to edit and update your reports with Smartsheet. FREE ACCESS
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    10.  Adding alerts in Smartsheet
    6m 9s
    With Smartsheet, you can create custom notifications and set reminders. See how to create and manage your alerts for your sheets in Smartsheet. FREE ACCESS


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