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Manage and Visualize Projects in Smartsheet

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Rochelle Benjamin

1:59:52

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  • 1 - Meet Your Instructor.mp4
    00:54
  • 2 - Designing Measurable Goals Impactful Metrics.mp4
    01:15
  • 2 - Impress-Your-Boss-Project-Portfolio-Dashboard-Coursebook-2021.pdf
  • 3 - Smartsheet Basics.mp4
    16:12
  • 4 - Creating Your Project Portfolio Sheet.mp4
    08:02
  • 5 - Formulas Formulas Formulas.mp4
    08:35
  • 6 - Setting Conditional Formatting Rules.mp4
    04:39
  • 7 - Cancel the Noise with Sheet Filters.mp4
    04:36
  • 8 - Set It & Forget It Automation Workflows.mp4
    10:39
  • 9 - Building Reports.mp4
    12:54
  • 10 - Creating the Metric Sheet.mp4
    23:04
  • 11 - Visualize Your Data.mp4
    29:02
  • Description


    Want to use Smartsheet to manage your projects at work? I'll help you build a ready-to-launch solution in a day!

    What You'll Learn?


    • Get a crash course in Smartsheet Basics.
    • Develop key metrics for more impactful goals.
    • Create sheets that manage projects, and quantify your dashboard data.
    • Optimize sheets with filters, conditional formatting, and automation workflows.
    • Configure a digestible and attractive dashboard that will impress your boss.

    Who is this for?


  • Anyone who needs to manage multiple projects effectively
  • Project Managers and Project Management Office Leaders
  • Program Managers
  • Smartsheet Beginners
  • What You Need to Know?


  • You need to have a Smartsheet account to build the solution. Free trial is available.
  • More details


    Description

    -Updated for 2021-

    This course will give you everything you need to build a project portfolio management solution in Smartsheet. And, get it done in one day!

    I will walk you through all the steps to build a ready-to-launch solution equipped with automation workflows, reports, filters, and an appealing, easy-to-understand dashboard for your audience.

    In this course, we will cover:

       · Smartsheet Basics

       · Developing key metrics for more impactful goals.

       · Creating a sheet to track and manage how projects are progressing.

       · Creating a sheet that quantifies your data for the dashboard.

       · Building a report that displays a Gantt view

       · Building automation workflows that save you time.

       · Building conditional formatting rules and filters to easily navigate sheets

       · Configuring a dashboard that will be digestible and attractive to your audience.


    - Meet your instructor –

    Rochelle is the CEO of Agilize Consulting based in Florida. She and her team work with clients around the world building solutions that amplify productivity in their organizations.

    Her courses are tailored around real-life applications and scenarios that prove more valuable than generic instructional courses.

    By the end of Rochelle's courses, you will have the working knowledge of the topic at hand and a ready-to-use solution that can be quickly integrated into your organization.

    Who this course is for:

    • Anyone who needs to manage multiple projects effectively
    • Project Managers and Project Management Office Leaders
    • Program Managers
    • Smartsheet Beginners

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    Rochelle Benjamin
    Rochelle Benjamin
    Instructor's Courses
    Rochelle is the Managing Partner of Agilize Consulting based in Florida. She and her team works with a number of clients across the country and around the world building solutions that amplify productivity in their organizations. Rochelle is an advocate for technology and innovation that positively impacts how work is done. Her courses are tailored around real-life applications and scenarios that prove more valuable than generic instructional courses. By the end of Rochelle's courses, you will not only have the working knowledge of the topic at hand, but also a ready to use solution that can be quickly integrated into your organization.
    Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.
    • language english
    • Training sessions 11
    • duration 1:59:52
    • Release Date 2022/12/03