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所在平台: Udemy |
课程主页: https://www.udemy.com/course/smartsheet-made-simple-forms/
课程评论:没有评论
Coursera课程“Workflow My Workload”将教授学员如何使用Smartsheet创建和管理表单。课程内容涵盖: * **表单创建与优化:** 学习创建Smartsheet表单的正确方法,确保收集到的数据格式符合预期。 * **数据管理与自动化:** 通过创建自动化、工作流程、提醒和条件格式,高效管理表单提交的数据,确保信息不遗漏。 * **QR码应用:** 了解如何将表单转换为QR码,方便用户扫描填写。 * **工作流程自动化:** 设置自动化流程,在收到新表单提交时,自动通知相关人员。 * **行操作优化:** 学习利用行操作设置提醒,以及方便团队成员审阅图片和文件。 * **审批工作流程:** 配置工作流程,实现团队成员对提交内容的批准或拒绝。 完成本课程后,学员将能够自信地从零开始为公司构建表单,为Smartsheet项目管理打下坚实的基础。
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.