Let’s see all the workshops!

Here is a list of all available workshops. Use the button to ask for more details on any of them.

Each module is £350 / $400 for up to 6 delegates
1- Design Fundamentals
ObjectiveLearn the importance of defining processes prior to setting up sheets
Content* Defining your Process
* *Process Control
* * Inputs
* *Process Activities
* *Outputs
* *Roles & Responsibilities
* Where does Smartsheet fit?

2 – Introduction to Smartsheet
ObjectiveDesign and create a grid sheet to use as:
* a master data source
* a survey data sheet
* a process tracker sheet
* a risk/issues log (within a Project solution)
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

3 – Smartsheet Forms
ObjectiveTo create a data collection form to populate the master data source
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

4 – Smartsheet Automation
ObjectiveCreating workflows within your sheet to enable the Smartsheet to notify/remind/request data as per your requirements
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

5 – Smartsheet Logical Functions
ObjectiveTo create helper columns based on IF() Functions to allow us to highlight specific data that meeting specified conditions
Content* Creating a checkbox helper column to show that some criteria has been met using an =IF() Function
* Creating a text based helper column to show the status of a record using an 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

6 – Enhancing IF Functions
ObjectiveNesting your IF functions to build a more robust formulae
Content* Creating a RAG helper column to show a Red/Amber/Green ball to indicate the health of a record using a Nested =IF() function
* Using AND or OR functions within an IF function to allow more than 1 criterion to be set
* Looking at ISDATE or ISBLANK or NOT function to set criterion for an IF
Pre-Requisites* Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module

7 – Ninja IF Functions
ObjectiveNesting Parent formulae and Child formulae into one IF Function to allow the use of Column Formulae on a set of data that is utilising data Hierarchy
Content* Creating a Helper column to identify the Parent Rows
* Setting up the IF functions within the Child Rows
*Understanding how to use the IF function to pull together the Parent and Child functions into one formula to enable Column Formulas to work
Pre-Requisites* Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module
*Attendance on or knowledge of the areas covered in our Enhancing IF Functions module is beneficial but not essential

8 – Smartsheet Lookup Functions
ObjectiveTo be able to pull master data values from a master data source into other Smartsheets to ensure the most up-to-date data is always being used
Content* Exploring Function Syntax
* Nesting Functions
* Using =INDEX(MATCH()) functions (this is a more robust Formula than VLookups that were used previously)
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

9 – Using Smartsheet Summary fields and function
ObjectiveTo analyse the master data using statistical functions in order to feed a dashboard with statistical data
Content* Add new Summary Fields containing =SUM(), =COUNT(), =AVERAGE() type functions
* Expand on the Summary Fields by using =SUMIF() and =COUNTIF() type functions
* Explore creating a second Grid type Smartsheet to analyse data using Cross Sheet References for an easier way to feed Charts in Dashboards
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module
* Previous knowledge on creating basic functions is useful but not essential

10 – Smartsheet Dashboards
ObjectiveTo create a visual representation of the data held in your Smartsheet
Content* Creating Row Reports
* Creating a Dashboard and adding the following widgets to it:
** Title
** Image
** Metric
** Charts
** Reports
** Shortcuts to Smartsheet Items or External URLs
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

11 – Introduction to Project Sheets
ObjectiveDesign and create the project sheet required to use as the survey data sheet
Content* Navigating the Smartsheet Environment
* Creating a New Project Sheet
* Understanding the Default Columns
* Adding Columns & Understanding Datatypes
* The Project Settings
* Enabling Dependencies
* Understanding Data Hierarchy (Parent/child relationships)
* Adding and Assigning Tasks
* Sharing Sheets/Workspaces
Pre-Requisites* Attendance on or knowledge of the content of Business Process Mapping is useful but not essential

12 – Resource Management in Smartsheet
ObjectiveTo show allocation to assignees and display warnings when over allocating
Content* Create % Allocation required column
* Project Settings – enable Resource Management
* How to resolve an over allocation
* Creating a Resource View
* Demonstration on 10,000ft
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Project sheet 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