Basic I Training
Recommended for all users
The Basic I Training motivates the employee to work with Smartsheet and enables him/her to work independently with the system and to fulfill assigned tasks.
- Smartsheet Navigation Basics
- Creation of Smartsheet user accounts
- Columns and column types
- Hierarchies: indent or outdent rows
- Formatting Options
- Attachments with versioning
- Cell Linking
- Collaboration and sharing
The Basic Training is recommended for all users. The goal of the Basic Training is to motivate all employees to use Smartsheet and to enable them to work independently in the system and to perform assigned tasks.
Basic II Training
Recommended for all users with licenses and project manager
With the Basic II training, the employee can independently manage projects, create reports and set up automations.
- Approval process
- Reporting with reports
- Project Management
- Gantt charts
- Calendar view
- Card view
- Smartsheet Mobile App
The Basic II training is recommended for all users with licenses and project managers. The goal of the Basic II Training is to enable all employees to manage projects, create reports and reports and to create first automations independently.
Recommended for 1-2 users per team
Expert training enables employees to build dashboards, map complex workflows and operate with premium apps.
- Dashboards for automatic visualization
- Workflow Modeling
- Email Add-Ins
- Premium apps like Pivot Table and Dynamic View
- Connectors to other used software solutions
The Expert Training is recommended for 1-2 users per team. The goal of the Expert Training is that all employees are able to build dashboards on their own and can map complex workflows and operate with premium apps.
Dashboard and Portal Master Class
Recommended for 1-2 users per Team
During the Dashboard and Portal Master Class, the employee builds the most important dashboards for the company in order to inspire even more Smartsheet colleagues and save them a lot of time using Smartsheet.
- Dashboard and Portal Best Practices
- Company portal as an introduction to the company: This links to everything that is important
- Personal portal that automatically adapts to the employee
- Department portals
- Management Dashboards
- Supplier portals and dashboards
The Dashboard and Portal Master Class Training is recommended for 1-2 users per team. The goal of the Dashboard and Portal Master Class Training is for the employee to build the most important dashboards for the company in order to inspire even more colleagues to use Smartsheet. By building dashboards, your colleagues will save a lot of time in using Smartsheet.
Recommended for 1-2 users per Team
Through Smartsheet Champions Training the employee is able to win over his colleagues for Smartsheet and solve their questions and problems.
- Set up a Smartsheet implementation plan
- Change Management Best Practices
- How do I win different types of colleagues for Smartsheet
- Control Center
- How do I give Smartsheet training
Champions Training is recommended for 1-2 users per department. The goal of the Champions Training is to enable the employees to win over their own colleagues for Smartsheet and to solve their questions and problems.
Control Center Training
Recommended for 2-3 users per division
The Control Center allows you to automate the complete project launch process including all reports and update all existing projects at once.
- Best Practices
- Use cases
- Implementation of the required templates and automation
- Global updates for all existing projects and templates
Learn more about the AMX - Control Center Mobilizer Kit here.
The Control Center Training is recommended for 2-3 users per division. The goal of the Control Center Training is to enable you to use the Control Center to automate the complete project launch process including all reporting and to update all existing projects at once.
Ressource Management-Training (10,000ft Training)
Recommended for project managers and HR / finance departments
- Time recording
- Personnel expenses
- Workload overview for project members
- Project planning
Learn more about AMX resource management for Smartsheet 10,000ft here.
The resource management training is recommended for project managers and HR/financial departments. The goal of the Resource Management Training is to ensure that employees have workload overviews for project members at a glance and are confident in handling 10,000ft.