How can I use Smartsheet to Track a Process?

“We need Smartsheet to track a process and tell the next team when it’s their turn to action their tasks.”

Does this sound familiar? We have set up a Module Track to help you build the skills required to do this.

Process Tracker Module Track

Work your way through this process flow diagram to see which modules we’d recommend for you.

See the tables below for more detail on each module
Each module is £350 / $400 for up to 6 delegates – this track is up to 5 modules long, so would cost anything from £350 – £1750/ $400- $2000 for up to 6 delegates
1- Introduction to Smartsheet
ObjectiveDesign and create the grid sheet required to use as the process tracker sheet
Content* Navigating the Smartsheet Environment
* Creating a New Grid Sheet
* Setting Column Properties & Understanding Data Types
* Entering Data
Pre-Requisites* Attendance on or knowledge of the content of Business Process Mapping is useful but not essential

2-Smartsheet Forms (OPTIONAL)
ObjectiveTo create the data collection form to use to trigger the process (if you are starting with a request from a user)
Content* Creating a Form
* Setting the Heading & Adding Descriptions
* Adding / Removing Columns
* Setting Column Attributes
* Adding Conditional Logic
* Controlling the Behaviour of the Form
* Sharing the Form
* Using the Form to Enter Data
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

3 – Smartsheet Automation (OPTIONAL)
ObjectiveCreating workflows within your tracker to streamline your process by giving the Smartsheet the coding to notify/remind/request data as per your processes
Content* Creating a Notify Someone workflow
* Creating a Reminder workflow
* Sending Update Request workflows automatically
* Setting up Approval workflows
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

4 – Smartsheet Logical Functions (OPTIONAL)
ObjectiveTo create helper columns based on IF() Functions to allow us to see progress and health of the data flowing through the tracker (Not all processes will need helper columns, therefore this is an optional module)
Content* Creating a checkbox helper column to show the meeting of a milestone using an =IF() Function
* Creating a text based helper column to show the status of the data flowing through the tracker using a Nested IF() Function
* Creating a RAG helper column to show a Red/Amber/Green ball to indicate the health of the process using a Nested =IF() function
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module
* Previous knowledge on writing basic functions is useful but not essential

5 – Smartsheet Dashboards
ObjectiveTo create a visual representation of the process
Content* Creating Row Reports
* Creating a Dashboard and adding the following widgets:
** Title
** Image
** Metric
** Charts (If applicable)
** Reports
** Shortcuts to Smartsheet items or external URLs
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

Every workshop is:

  • 90 minutes long
  • Delivered live via Zoom Meetings by a Smartsheet Certified Professional
  • Organised for a time of day that suits all delegates
  • A mixture of demonstration and hands-on exercises which can be tailored to use your examples
  • With Q&A open throughout the session to allow for feedback at all times