Smartsheet UK Training – One Day Smartsheet Familiarisation

Smartsheet UK partner

This Smartsheet UK training is aimed at new or existing users of Smartsheet who wish to acquire rapid knowledge and put the solution into action!

our Smarthseet UK training courses can be tailored precisely to your requirements

Duration: 1 Day

Pre-requisites It is advisable that delegates are regular users of Excel and have some exposure to project and work management techniques


Attendance on this course will enable delegates to: 

• Understand the benefits of using Smartsheet

• Create Sheets quickly and easily 

• Understand Smartsheet’s main features and capabilities

• Create reports/dashboards and collaborate with other users 

• Capture information via forms


The course will be delivered with interactive sessions, demonstrations and exercises by Project Plan Services trainers who have proven industry experience of using Smartsheet to help deliver real business change projects and programmes


  • Introduction to Smartsheet – User Familiarisation
  • Orientation – Basics
  • Overview of the screen and controls
  • Useful tips, switch on and off
  • Where to find Smartsheet technical help
  • Help with best practise
  • Organizing work
  • Accessing Templates
  • Owned by / Shared to
  • Setting up your personal dashboard
  • Import Contacts
  • Create a simple sheet
  • Create a workspace
  • Import a sheet from Excel, Google or Microsoft Project
  • Calendar management
  • Create forms that populate live sheets
  • Project Management in Smartsheet
  • Resource Management in Smartsheet
  • Create and Share a Project Sheet
  • Create a report that reads across your Projects
  • Portfolio View
  • Dashboards
  • Card View

Where are the courses held?

Our Smartsheet UK training courses are run all year round in the following cities – Leeds, Manchester and London. Alternatively if you would like our experienced instructors to deliver a course at your workplace for your team then call us to discuss your requirements and we will be glad to help