Smartsheet Tutorial for Project Managers (WITH Reports and Dashboards)

This comprehensive Smartsheet tutorial will teach you how to use Smartsheet as a project manager, no matter if you’re a beginner or a pro. Start with a single project and work your way up to multiple projects, with reports, dashboards, and automations (workflows) to tie them all together. 🚀 Get started with Smartsheet for free at https://bit.ly/trysmartsheet Here’s what you’ll learn: First, you’ll get familiar with Smartsheet’s main editor: the smart spreadsheet! Manage tasks and subtasks and learn how to organize and customize columns (contact list, dates, etc.). Then, you’ll explore the Gantt view, including Smartsheet’s advanced dependency tracking (Predecessors), and how to set project milestones and baselines. Next, you’ll learn how you can use cell and column formulas specific to project management to speed up calculations for your sheets. Then, you’ll learn how to use Conditional Formatting to call attention to different parts of your sheet automatically. Next, you’ll explore team collaboration–through comments and conversation, file attachments, and proof reviews. Then it’s time to learn about workflows, to automate common tasks so you spend less time doing busy work. Examples include notifying members when they have tasks assigned and automatically requesting status updates before your weekly review. That ends the single project track. Then stick around to learn how to roll-up multiple sheets into reports. Finally, this walkthrough ends with turning your reports into visual dashboards you can use to get a bird’s-eye view of multiple projects. Host: David DeWinter 📚 RESOURCES - Get Started with Smartsheet: https://bit.ly/trysmartsheet - Formula for Expected Days Worked: =IF([Is Project]@row, SUM(CHILDREN()), IF([Status]@row = "Completed", [Days Worked]@row, MAX(MIN(NETWORKDAYS([Baseline Start]@row, TODAY()), [Total Work Days]@row), 0))) - Formula for Expected % Complete: =IF([Status]@row = "Completed", 1, IF([Total Work Days]@row = 0, 0, [Expected Days Worked]@row / [Total Work Days]@row)) ⌚ TIMESTAMPS 00:00 - Introduction 00:30 - Get Smartsheet 01:12 - Tutorial Starts 01:54 - New Project Plan (Sheet) 05:14 - Gantt View (Predecessors and Milestones) 07:35 - On-Track or Off-Track? (Project Baselines) 08:21 - Project % Completion (Formulas) 10:30 - Risky Tasks (Conditional Formatting) 11:53 - Team Communication 13:45 - Automations (Workflows) 15:57 - Project Portfolio (Reports) 20:31 - Dashboards 23:22 - Wrap-Up 📺 RELATED VIDEOS - Playlist with all my videos on Project Management: https://www.youtube.com/playlist?list=PLlKpQrBME6xI7xZVVF2C__1oGFDwuVbfi 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://kevinstratvert.com/newsletter/ 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 TOOLS AND DISCOUNTS ✅ 🎙️ Voicemod AI Voice Changer | 5% off | https://link.xsolla.com/KZBi89AY ✅ 🌐 Squarespace Websites | https://squarespace.syuh.net/XYaqYM ✅ 🔍 Grammarly | https://grammarly.go2cloud.org/SH3nL ✅ 📹 CapCut | https://bit.ly/installcapcut ✅ 🛍️ Shopify | https://shopify.pxf.io/XY9rPa ✅ 📋 Notion | https://affiliate.notion.so/rffva4tr71ax ✅ 🖼️ Figma | https://psxid.figma.com/lqjg97licpry ✅ 🤖 ElevenLabs Text-to-Speech | https://try.elevenlabs.io/taqepq60mptr 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #smartsheet