Let's see all the workshops! - SmarterBusinessProcesses

Here is a list of all available workshops. Use the button to ask for more details on any of them.

1- Design Fundamentals

Objective	Learn the importance of defining processes prior to setting up sheets
Content	* Defining your Process * Process Control * Inputs * Process Activities Outputs Roles & Responsibilities Where does Smartsheet fit?

2 – Introduction to Smartsheet

Objective	Design and create a grid sheet to use as: * a master data source * a survey data sheet * a process tracker sheet * a risk/issues log (within a Project solution)
Content	* Navigating the Smartsheet Environment * Creating a New Grid Sheet * Setting Column Properties & Understanding Data Types * Entering Data
Pre-Requisites	* Attendance on or knowledge of the content of Business Process Mapping is useful but not essential

3 – Smartsheet Forms

Objective	To create a data collection form to populate the master data source
Content	* Creating a Form * Setting the Heading & Adding Descriptions * Adding / Removing Columns * Setting Column Attributes * Adding Conditional Logic * Controlling the Behaviour of the Form * Sharing the Form * Using the Form to Enter Data
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

4 – Smartsheet Automation

Objective	Creating workflows within your sheet to enable the Smartsheet to notify/remind/request data as per your requirements
Content	* Creating a Notify Someone workflow * Creating a Reminder workflow * Sending Update Request workflows automatically * Setting up Approval workflows
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

5 – Smartsheet Logical Functions

Objective	To create helper columns based on IF() Functions to allow us to highlight specific data that meeting specified conditions
Content	* Creating a checkbox helper column to show that some criteria has been met using an =IF() Function * Creating a text based helper column to show the status of a record using an Nested IF() Function
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module * Previous knowledge on writing basic functions is useful but not essential

6 – Enhancing IF Functions

Objective	Nesting your IF functions to build a more robust formulae
Content	* Creating a RAG helper column to show a Red/Amber/Green ball to indicate the health of a record using a Nested =IF() function * Using AND or OR functions within an IF function to allow more than 1 criterion to be set * Looking at ISDATE or ISBLANK or NOT function to set criterion for an IF
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module

7 – Ninja IF Functions

Objective	Nesting Parent formulae and Child formulae into one IF Function to allow the use of Column Formulae on a set of data that is utilising data Hierarchy
Content	* Creating a Helper column to identify the Parent Rows * Setting up the IF functions within the Child Rows *Understanding how to use the IF function to pull together the Parent and Child functions into one formula to enable Column Formulas to work
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Smartsheet Logical Functions module Attendance on or knowledge of the areas covered in our Enhancing IF Functions* module is beneficial but not essential

8 – Smartsheet Lookup Functions

Objective	To be able to pull master data values from a master data source into other Smartsheets to ensure the most up-to-date data is always being used
Content	* Exploring Function Syntax * Nesting Functions * Using =INDEX(MATCH()) functions (this is a more robust Formula than VLookups that were used previously)
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module * Previous knowledge on writing basic functions is useful but not essential

9 – Using Smartsheet Summary fields and function

Objective	To analyse the master data using statistical functions in order to feed a dashboard with statistical data
Content	* Add new Summary Fields containing =SUM(), =COUNT(), =AVERAGE() type functions * Expand on the Summary Fields by using =SUMIF() and =COUNTIF() type functions * Explore creating a second Grid type Smartsheet to analyse data using Cross Sheet References for an easier way to feed Charts in Dashboards
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module * Previous knowledge on creating basic functions is useful but not essential

10 – Smartsheet Dashboards

Objective	To create a visual representation of the data held in your Smartsheet
Content	* Creating Row Reports * Creating a Dashboard and adding the following widgets to it: Title Image Metric Charts Reports Shortcuts to Smartsheet Items or External URLs
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

11 – Introduction to Project Sheets

Objective	Design and create the project sheet required to use as the survey data sheet
Content	* Navigating the Smartsheet Environment * Creating a New Project Sheet * Understanding the Default Columns * Adding Columns & Understanding Datatypes * The Project Settings * Enabling Dependencies * Understanding Data Hierarchy (Parent/child relationships) * Adding and Assigning Tasks * Sharing Sheets/Workspaces
Pre-Requisites	* Attendance on or knowledge of the content of Business Process Mapping is useful but not essential

12 – Resource Management in Smartsheet

Objective	To show allocation to assignees and display warnings when over allocating
Content	* Create % Allocation required column * Project Settings – enable Resource Management * How to resolve an over allocation * Creating a Resource View * Demonstration on 10,000ft
Pre-Requisites	* Attendance on or knowledge of all areas covered in our Introduction to Project sheet module

Every workshop is:

90 minutes long
Delivered live via Zoom Meetings by a Smartsheet Certified Professional
Organised for a time of day that suits all delegates
A mixture of demonstration and hands-on exercises which can be tailored to use your examples
With Q&A open throughout the session to allow for feedback at all times

Let’s see all the workshops!