Smartsheet Tutorial for Beginners

Updated in May 2025. This course now features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This comprehensive course is designed to help beginners master Smartsheet, a powerful project management tool used across industries for task tracking, collaboration, and automation. Starting with the basics, you will learn how to sign up, navigate the home screen, and create your first grid-based sheet. Each step is explained clearly, ensuring you understand the core functionalities of the platform. As the course progresses, you will dive deeper into more advanced features such as formatting, contact management, and data hierarchy. You will explore how to customize columns, feed data manually or automatically, and set up permissions for team collaboration. Additionally, the course covers essential functions like conditional formatting, logical operators, and text manipulation to automate routine tasks, allowing for increased productivity. In the final sections, you will learn advanced concepts like updating cell values based on attachments and alerting team members about assigned tasks. By the end of this tutorial, you’ll have a solid understanding of Smartsheet’s robust capabilities and how to apply them to real-world scenarios. Basic computer skills are required, but no prior knowledge of Smartsheet is necessary. This course is ideal for project managers, business professionals, and team leaders who want to manage projects and collaborate efficiently. A basic understanding of spreadsheets and cloud platforms is helpful but not required.