How to create Forms in Smartsheet
- Lesson #3: Forms
- Quiz on Smartsheet Forms
- Creating Automated Workflows
- Managing the Data In Your Spreadsheet
- Learn how to link your Form to a QR Code
What you'll 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.
The University of Sheffield
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About the instructors
- 4.2 Calificación
- 819 Estudiantes
- 1 Cursos
Justin A Orazio
Certified Smartsheet Instructor
I create management systems within Smartsheet on a daily basis for multiple companies and have done so for over 4 years now. I am product certified in Smartsheet. I have created management workflows from the ground up for multiple different companies and organizations all through Smartsheet. I love to see others grow and progress in new skills and will guide you every step of the way to ensure you reach your goal.
Student feedback
4.2
Course Rating
Reviews
Debra Wolff
08-03-2024
Great course that is easy to follow along and understand they why behind the approach. Would recommend to others!
Demetria Swann
19-06-2023
Great teacher and great content. Thank you for the free review.
Charlotte Goodenow
19-06-2023
Nice quick course to introduce forms in Smartsheet
Edevaldo Ferreira de Souza
19-06-2023
Sim, mas a apresentação foi um pouco rápida.