Creating Forms in Smartsheet
What you will learn
Confidently navigate your way around on Smartsheet from top to bottom
Create Task Lists for your teams
Learn how to easily Transfer mass Excel data into Smartsheet automatically.
Create and manage workflows for your business through Smartsheet
Create automations through Smartsheet to streamline your workflows
Create and manage gnatt charts
Create Forms to caputure responses and data from anyone
Create QR codes that can take anyone to the Form you just created
Create Metric sheets that capure the data from Forms
Create Formulas confidently on the same sheet
Create Formulas confidently that cross over multiple sheets
Create Dashboards that are professional, clean, and have clarity
Create Dashboards that gather data from metric sheets that consolidate the info in a clean clear way to understand
Create Automation within sheets to streamline work you and others
Create Forms that capture specific responses that automatically get put on your custom PDF
Learn how to make POs (Purchase Orders) and forms that request POs.
Create and manage Reports
Learn how to cell link between sheets.
Description
You will learn how to create forms in Smartsheet and then manage the data that comes in by creating automations, workflows, Reminders, and conditional formatting. You will even learn how to turn your form into a QR code so anyone can scan and fill. I will guide you step by step in how to create the form the right way so that the data that comes in is formatted the way you desire it. You will learn how to automate workflows so that when new data comes in, from the new form submissions, nothing will be missed and everyone who you choose will be notified. You will also learn how to use the row actions to your advantage so that reminders are set in place and pictures and documents can be reviewed by the team. Within automations you will also learn how to set up workflows that allow your team to approve or deny a submission that is specifically sent to them. When you are done completing this course you will be confident in building out forms from scratch for your company. With a strong foundation in creating forms you will be building a strong base for the rest of your project management within Smartsheet.
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