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OPTIMISING YOUR SHEETS WITH SMARTSHEET

Teaching you how to take your Smartsheets to the next stage, getting Smartsheet to work more efficiently and effectively to save you time and get more accurate results.

OVERVIEW

Now that you have some experience of using Smartsheet this session will help you take your Smartsheets to the next stage. From collecting data using forms and presenting it in a report to your colleagues and superiors.

 

You will also learn how to save time chasing for information on your projects by designing workflows so that Smartsheet will do that for you. It is also about having multiple sheets, linking the relevant information from them and how this can work using best practice principles. Using our in-house experts, we can help you optimse your existing sheets.

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DURATION: 4.5 HOURS
VIRTUAL OR FACE-TO-FACE

Assisting you to optimise your sheets by evaluating the data you are collating and how you are obtaining it. Helping you to track and view activity in your sheets as well as creating custom sort and filter views. You will also learn how to automate workflows using alerts and automated actions, making actions using the Notification Centre. Finally, we will review best practices for when to use cell linking and reporting to surface data across multiple sheets to answer key business questions.

The session will be delivered with interactive activities, demonstrations, and discussions to best understand your business and the use of Smartsheet. This will enable a collaborative approach in the support PPS can give to you during this session. We will make sure we are able to help you with true business change projects and implementation/business plans.

Let’s Work Together

If you have any questions or aren't quite sure which is the best solution for you, get in touch and we will be able to help guide you through your options based on your needs and requirements

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