This workshop builds on the skills introduced in the Smartsheet Essentials workshop and focuses on effectively managing, monitoring, and reporting on projects using Smartsheet as a project management tool.
Recommended: Project Management Practices and Tools Workshop
Prerequisite: Smartsheet Essentials Workshop
Register in the UC Learning Center
(MyAccess login required)
Participants will learn how to structure projects using sub-tasks, track progress with visual indicators, and analyze project data to identify priorities and potential risks.
The session also introduces practical approaches to collaboration, including basic automation and governance practices that support consistent and reliable project data.
The workshop concludes with an introduction to portfolio-level reporting, demonstrating how to summarize information across multiple sheets to provide a clear, high-level view of project status.
Learning Objectives:
- Build on Smartsheet Essentials skills
- Monitor and track project progress
- Analyze project data to identify risks and priorities
- Support collaboration through automation and governance practices
- Summarize and report across multiple projects
Cost: Free to attend. During registration, you will be asked to provide your department’s chart of accounts. A $75 fee will apply only if you cancel your registration within 7 days of the workshop or fail to attend. If you are unsure of your department’s chart of accounts, please check with your supervisor or department budget administrator.