Workflow My Workload

Workflow My Workload

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.

Creating Forms in Smartsheet

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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.

Rating: 4.5

Level: Beginner Level

Duration: 44 mins

Instructor: Justin A Orazio