Access to the right information and collaboration are at the heart of business process management. Smartsheet is a cloud-based platform that offers many integrated tools to support business process management by centralizing key information and communications. Smartsheet also offers effective process monitoring tools that will allow users to implement the controls necessary to manage and improve their business processes. Discover the multiple possibilities of Smartsheet to support your business processes!
Duration
2 days
Schedule
See training dates for details
Regular fee
$850
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$765
Objectives of the training
At the end of the training, participants will be able to apply the various features of Smartsheet to streamline the management of their processes.Targeted audience
Managers or members of the administrative or technical staff involved in the management and monitoring of business processes.Prerequisite
NoneTrainers
Course architecture
Day 1:
- Configure and set up Smartsheet according to your role in the organization. Administer a Smartsheet account (system administrator).
- Understand the different versions of Smartsheet (Assessment, Standard and Enterprise), user types, groups, contacts and resources.
- Store and format information in sheets and workspaces. Track sheet activity.
- Use formulas and functions.
- Manage attachments and conversations.
- Create sheet templates.
- Gather information with forms.
- Share and publish sheets.
- Collaborate using sends, alerts, update requests and approval requests.
- Automate interaction using workflows.
Day 2:
- Collaborate on content correction and generate documents.
- Model process information and structure them in Smartsheet.
- Understand and create different types of reports.
- Synthesize information and develop performance indicators (KPIs)
- Develop and build dashboards.
- Integrate Smartsheet with Office 365 and G-Suite tools.
- Configure and set up Smartsheet according to your role in the organization. Administer a Smartsheet account (system administrator).
- Understand the different versions of Smartsheet (Assessment, Standard and Enterprise), user types, groups, contacts and resources.
- Store and format information in sheets and workspaces. Track sheet activity.
- Use formulas and functions.
- Manage attachments and conversations.
- Create sheet templates.
- Gather information with forms.
- Share and publish sheets.
- Collaborate using sends, alerts, update requests and approval requests.
- Automate interaction using workflows.
Day 2:
- Collaborate on content correction and generate documents.
- Model process information and structure them in Smartsheet.
- Understand and create different types of reports.
- Synthesize information and develop performance indicators (KPIs)
- Develop and build dashboards.
- Integrate Smartsheet with Office 365 and G-Suite tools.
Pedagogical details
Training architecture
- Interactive presentations - Practical exercises in Smartsheet - Tip sheets
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quoteDuration
2 days
Schedule
See training dates for details
Regular fee
$850
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$765
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quote