Smartsheet for Project Management and Collaboration

Improve project management and enhance team collaboration with Smartsheet.

Smartsheet for Project Management and Collaboration is your gateway to understanding Smartsheet, whether you're a beginner or have some experience with the platform.

This course offers a comprehensive overview of Smartsheet's key features and functionalities, empowering you to manage projects, collaborate effectively with your team, and organize data seamlessly. You will explore diverse applications of Smartsheet across various industries, enabling you to customize the tool to meet your specific project needs.

In this course, you will learn how to create and customize sheets from scratch or by using templates, ensuring your projects are well-structured and efficient. You will discover how to import Excel documents into Smartsheet while maintaining data accuracy and applying conditional formatting to highlight important information. The course also covers different sheet views, including Grid, Gantt, Calendar, and Card, helping you select the best view for tracking your project milestones.

Enhance your team collaboration by adding comments and attachments directly within your sheets. Learn to create sheet summaries that overview key metrics and data points. Develop practical skills in using formulas and filters to analyze and organize data effectively. Additionally, you will learn how to generate insightful reports and set up automated workflows to streamline your project management processes.

Completing this Smartsheet course will teach you how to increase your productivity, improve your project management capabilities, and help you achieve your goals by leveraging Smartsheet's powerful tools. Ideal for project managers, team leaders, and administrative professionals, this course equips you with the strategies and skills needed to improve efficiency and collaboration in any work environment.

In the course, you will learn how to:

  • Explore various Smartsheet applications for different industries.
  • Create and customize sheets using Smartsheet templates or from scratch.
  • Import Excel documents into Smartsheet while preserving data.
  • Apply conditional formatting to highlight important information in Smartsheet.
  • Utilize Grid, Gantt, Calendar, and Card views in your sheets.
  • Add comments to Smartsheet to improve team communication.
  • Attach files to your Smartsheet for enhanced collaboration.
  • Create sheet summaries to overview key project metrics.
  • Use formulas in Smartsheet to calculate and analyze data.
  • Apply filters to organize and view data effectively in Smartsheet.
  • Generate reports in Smartsheet to track project progress.
  • Set up automated workflows in Smartsheet to streamline your processes.

Course Format

  • This is a video-led course. You can preview some videos below.

Course Certificate Included

This course includes an optional online quiz that will generate a course certificate upon completion.

14-Day Guarantee

We offer an unconditional, 14-day, full money-back guarantee, no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business 14+ years and taught over 1 million students in that time. We’ve created over 130 software training courses, 8,000+ video tutorials, and we’ve helped thousands of people across the world learn how to use Microsoft Office. We’ve now created Microsoft Excel courses for the last five versions and continue to help people get to grips with this essential tool.


Your Instructor


Simon Sez IT
Simon Sez IT
Simon Sez IT makes business and technical software simple to learn.

Our most important goal is to help learners build and strengthen your software skills. We focus on simplicity but explain things in the detail they deserve. Simon Sez IT subject matter experts bring passion, knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply your new knowledge and master your learning goals.

This is why more than a million learners have relied on Simon Sez IT since 2008.

Course Curriculum


  Section 1: Smartsheet Overview
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  Section 2: Creating Sheets
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  Section 3: Collaboration Tools
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  Section 4: Formulas
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  Section 5: Filters, Reports, Forms & Workflows
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  Section 6: Course Close and Quiz
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 14 days and we will give you a full refund.
Can I try a course I'm interested in before I purchase a course or membership?
Absolutely. The first set of videos for each course is free. Our thinking is that this allows you to hear the teacher's voice and see the visuals. To watch a free video, just click onto the course of interest. Then click the video lesson that has the “Preview" button.
What if I have questions or problems while I'm watching my tutorial?
Should you have any problems using the system, we offer free technical support to customers. Just send an email to [email protected] and we will respond promptly.
Can I get my money back if I'm not satisfied?
We offer an unconditional 14-day full money back guarantee – with no questions asked. As a result, you can rest assured that you can make your purchase in complete confidence. Our motto is “If you don't learn, you don't pay." Thanks to our 14 days risk-free offer, you can test-drive a course and make sure it's what you had in mind. We are committed to your total satisfaction!
If I register for a monthly or annual membership, will my credit card get charged automatically at the end of each pay period?
If you sign up for a monthly or annual membership, your subscription will renew automatically. Customers are welcome to cancel their recurring subscription at any time.
Will your videos work with Mac computers?
All of our courses are compatible with both Windows (PC) and Mac computers.
Will your videos work with iPhone, iPads, and Android devices?
All of our courses are compatible with iPhones and iPads and most Android devices. If you are looking to confirm that it works for you, feel free to view the free preview videos offered for each course.
Can I view your online training from any computer?
Any computer or mobile device with an Internet connection can be used for our online training courses.
Do you offer any online quizzes or testing tools?
Yes. The course tests can be used as testing tools or to earn a Certificate of Completion for a given course. The Certificate of Completion can be earned with a passing grade of 70%.
Do you offer Certificates of Completion?
Certificates of Completion are automatically generated when you complete a course, and the Test Certificates are offered as part of the online test/quiz, which accompanies the course. You will need a passing grade of 70% in order to receive a Certificate. The quizzes are based solely on course content.
Do you offer discounts for non-profits or educational institutions?
Yes, we offer 20% off discounts to non-profit, educational, and government agencies. Contact [email protected] for more information.
Where is Simon Sez IT located?
Simon Sez IT is located in sunny Florida, USA.
How long have you been in business?
We started our company in 2008 with our first course for Excel 2007. Since that time, our company has published over 180 courses. Our training is used in over 180 countries worldwide.
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You can update your credit card information directly from your profile. You can also click on your account in the upper right corner and then click on “Add / Change Credit Card". Once you are finished making any updates, click on the “Update Credit Card" button to save these changes. You can watch the how to video and other videos here: http://streamskill.com/courses/getting-started-at-...

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