SmartSheet Training #1

Learning Solutions

Using SmartSheet

Adding and Updating Projects

Objectively Speaking

Case Study: Make a Plan

Our Project

What would it take to make a Waffle Day Experience for the team?

Your Assignment

On the TEST Project Intake Form, create a "project" and a plan.

Open the TEST Project Sheet Intake Form

Open the intake form and begin to fill it in follow the directions for the fields for the initial project information.

Request a copy of your first entry to the form for the project.

Fill in the form for each task using the original Project Name as the new Parent Project Name

Target Start and End dates should reflect the task progression - you are creating an overall timeline.

Dynamic View

1. Sign into SmartSheet
2. Select the "waffle", then select Dynamic View from your options
3. Select TEST: Point Person or TEST: Project Manager View

Updating in Dynamic View

Updating from an automated email request

On a weekly basis you will receive an email request to update your open projects.

• Select the link in the email.
• Make any updates.
• Use the next button to move through the request.
• Select Submit.

Updating through Notifications in SmartSheet

The update request will also be available directly in SmartSheet.

• Select the "bell" icon to review your notifications.
• Select the request.
• Make any updates.
• Select Submit.

Objectively Speaking

After today you will have:

• Logged into SmartSheet
• Created a Project with Tasks by filling in the form
• Identified why unique Target Start and Stop days are essential for tasks
• Launched Dynamic View
• Updated a task using Dynamic View
• Updated a task using an automated email update request with a form.
• Eaten light and fluffly waffles with your choice of toppings.