Introduction
This Learning Track shows you step-by-step instructions on how to build your first project sheet. The steps to build your project sheet include:
Importing files to start a project sheet
How to create and manage Smartsheet items, like a sheet
How to choose the right columns to include in your sheet
How to create a form to collect data
How to set up and structure an intake sheet
Create automations to streamline your workflow
Set up your archive process
Throughout the learning track, you will find templates for following the steps to set up your first project sheet.
This is the first learning track in a four-part series. The other learning tracks include:
Project fundamentals part 2 - Project settings
Project fundamentals part 3 - Reporting
Project fundamentals part 4 - Visualizing process performance