Getting Started Checklist

If you’re not sure where to start as you get up to speed with Smartsheet, you’ve come to the right place. Use the steps here as a guide. You can choose from the recommended video playlists and help articles. By following this outline, you’ll be sure to cover the basics.

Step 1: Get an Overview

Watch the following 30-minute video to get an overview of Smartsheet.

Step 2: Create a Sheet

Video

Create a Sheet Video Playlist

Watch the first video in the series or click the Playlist button Play List Button on the video page to see the entire collection.  

Help Articles

Step 3: Collaborate

Video

Collaborate with Others Video Playlist

Watch the first video in the series or click the Playlist button Play List Button on the video page to see the entire collection.  

Help Articles

Step 4: Visualize Your Work

Video

Visualize Your Work Video Playlist

Watch the first video in the series or click the Playlist button Play List Button on the video page to see the entire collection.  

Help Articles

More Resources for Learning

If you’re looking for additional help with Smartsheet (or if you want to get official certification), try these: