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所在平台: Udemy |
课程主页: https://www.udemy.com/course/smartsheet-for-project-management/
课程评论:没有评论
课程名称:Smartsheet项目管理 - 获取3.25 PDUs! 课程概述: 本课程经过2021年更新,采用“实操学习”形式,意味着您将在构建符合自己实际需求的Smartsheet文件的过程中学习Smartsheet,内容包括工作表、报告、仪表板和表单,所有成果都可以随时带走!课程结束时,您将精通课程中提到的各项内容,并拥有实际的Smartsheet文件,以帮助您顺利开始。 课程要求: - 无需Smartsheet许可证或会员资格!我们将一起设置免费试用(如果您已经有会员资格也可以)。 - 不需要之前对Smartsheet或其他软件的经验! 课程内容: - 如何设置免费的Smartsheet试用。 - 在购买Smartsheet时需要注意的提示,如计划限制、许可证的含义、没有许可证的情况下您可以/无法做的事情以及Smartsheet术语的注意事项(例如,在购买包含300个工作表的许可证时,“工作表”是指什么)。 - 如何导航主页/浏览屏幕,改变个人/用户设置,如何导入项目等。 - 如何构建、管理和共享工作区。注意!在Smartsheet中无法共享“文件夹”,必须使用“工作区”(此内容有详细讲解)。 - 建议的“框架”,如何结构化各类Smartsheet元素(如工作表、报告、仪表板等)以保持组织性和轻松的使用体验。 - 如何创建工作表,更改列类型,隐藏/显示列,过滤列,建立依赖关系和层级等。 - 条件格式设置。 - 如何附加文件、发布评论、请求更新、设置提醒。 - 如何更改和使用四种工作表视图类型。 - 如何共享Smartsheet项目。 - 如何导入数据。 - 如何构建Smartsheet报告(我们将共同构建三种报告 - “报告1 - 5天到期”;“报告2 - 有风险”;“报告3 - 两周内完成”)。 - 如何构建仪表板(我们将共同构建一个使用课程中创建的报告和小部件的仪表板)。 - 如何在仪表板中添加徽标、报告、指标、图表(饼图和条形图)以及甘特图。 - 各种提示、技巧和链接到Smartsheet的深入教程。 课程对象: 本课程适合任何希望使用Smartsheet管理其工作、项目、任务或一般待办事项的人。特别适合管理项目、项目程序或工作队伍的人员。 PDUs: 完成本课程可通过项目管理协会(PMI)获得3.25个技术PDUs(专业发展单位)。完成课程后,您将收到自动电子邮件,其中包含有关如何报告您获得的PDUs的说明。
Objective:Updated for 2021!This is a "Learn-By-Doing" course, meaning you learn Smartsheet while building your own Smartsheet files that could work for your actual needs, complete with sheets, reports, a Dashboard, and a form, all of which are yours to take with you at any point!By the end of this course, you will be proficient in each of the items listed under the description below, and you'll have the actual Smartsheet files to help you get started.Requirements:No Smartsheet license or membership required! We will setup a free trial together (If you already have a membership, that's ok too).No previous experience with Smartsheet or any other software required!Description:By the end of this course, you will have built the essential elements of Smartsheet - Dashboards, Sheets, Reports, and Forms. In doing so, you will become competent with each aspect of Smartsheet, and be able to customize the Smartsheet elements created in the course to meet your specific needs.This course covers:How to setup a free Smartsheet trialTips to keep in mind when purchasing Smartsheet, like plan limitations, what it means to have a license, what you can/cannot do without a license, and notable tips about Smartsheet terminology (like what a "sheet" counts as when buying a license with 300 sheets, for example).How to navigate the home/browse screen, change personal/user settings, how to import items, etc.How to build, manage, and share workspaces. Be careful! Did you know you cannot share "folders" in Smartsheet? You have to use "workspaces" (which is covered here).A suggested "framework" of how to structure various Smartsheet elements like sheets, reports, dashboards, etc. so that you stay organized and stress-free in your Smartsheet experience.How to build sheets, change column types, hide/show columns, filter columns, establish dependencies and hierarchy, etc.Conditional FormattingHow to attach files, post comments, solicit update requests, setup reminders.How to change and use the four sheet view types.How to share Smartsheet itemsHow to import dataHow to build Smartsheet Reports (we will actually build three of them together - "Report 1 - Due in 5 days"; "Report 2 - At Risk"; and "Report 3 - Completed in Past Two Weeks"How to build Dashboards (we will actually build one together that uses the reports and widgets made in the course)How to add Logos, Reports, Metrics, Charts (pie and bar-type), and Gantt Charts to dashboards.Various tips, tricks, and links to in-depth tutorials directly from Smartsheet.Who is this course for:This course is for anyone who wants to use Smartsheet to manage their work, projects, tasks, or general to-do list. This course will be especially helpful for anyone who manages projects, programs, or a workforce.PDUs:Completion of this course qualifies you for 3.25 Technical PDUs (Professional Development Units) through PMI (Project Management Institute). Upon completion of the course, you will receive an automated email with instructions on how to report the PDUs you have earned.