Project fundamentals part 1 - Intake to archive

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:

  1. Importing files to start a project sheet

  2. How to create and manage Smartsheet items, like a sheet

  3. How to choose the right columns to include in your sheet

  4. How to create a form to collect data

  5. How to set up and structure an intake sheet

  6. Create automations to streamline your workflow

  7. 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