Plan: Solution Proficiency Path
Learn how to manage your business processes in Smartsheet.
Learning Objectives
Solution Proficiency: Level 1
- Navigate through the Smartsheet interface and find your sheets, reports, and dashboard.
- Describe how the sheet works and apply different functionality to the data, including filters, conditional formatting and data types.
- Describe how the reports work and how they can be used to filter data, embed them in a dashboard, and use their data to create charts.
- Modify a dashboard by adding widgets such metric, reports, and charts.
Solution Proficiency: Level 2
- Modify a pre-built solution to work with different stakeholders
- Use collaborative features
- Automate business rules through automated workflows and formulas
- Create new reports and visualize data through charts in a dashboard
Solution Proficiency: Level 3
- Describe the Scalability Model within a Smartsheet Solution Framework
- Work with a sheet that will capture new project requests (Intake Sheet)
- Work with a sheet that will consolidate metrics across projects (RollUp/Summary Sheet)
- Standardize assets to be used as templates for new projects
- Create a portfolio-level dashboard
Notes:
- Courses must be completed within 90 days of purchase
- Some modification may be required for users in Smartsheet Gov
- Each course is approximately 2 hours. We recommend taking them in order.