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Training Smartsheet: Mastering Collaborative and Automated Project Management

Course created on July 27, 2026Updated on October 5, 2026

On quote

3 days
Onsite
12 people max.

Request a quote See the program

Ref: ZIO672

12 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

3 days

Onsite

Don't let this gap widen

Why this program matters

Without mastering Smartsheet for collaborative and automated project management, your teams lose an average of 25% of their time on manual coordination, equivalent to 12 hours per week per employee.
This generates cumulative delays and errors costing up to 15 000 € per project, according to PMI benchmarks.
70% of project failures stem from a lack of automation and real-time visibility, undermining company profitability and your credibility as a manager.
Each month without advanced skills amplifies these losses, exposing your organization to relentless competition.

Trusted by — schools, companies and industrial groups

25,715 programs · 25 countries

Every program built with a dedicated engineer

Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft and Microsoft.

Learning objectives

Get hands-on with the Smartsheet interface and main features
Create and structure project sheets tailored to various needs
Automate workflows with alerts, reminders, and custom rules
Collaborate effectively with team members and stakeholders
Leverage reports and dashboards to drive performance

Program

Module 1Introduction to Smartsheet and Getting Started

Discovery of the Smartsheet environment, account creation, interface navigation, understanding different sheet types (grids, Gantt, cards, calendar), basic project creation, row and column manipulation, attachment and comment management, introduction to ready-to-use templates.

Module 2Structuring, Automating, and Collaborating on Projects

Building a complex project, using dependencies and Gantt chart, multi-project planning, advanced collaboration: sharing, roles and permissions, notification management, creating forms to collect data, setting up alerts and automations (workflows), integrating external attachments, synchronizing with third-party applications.

Module 3Reports, Dashboards, and Best Practices for Administration

Building dynamic multi-project reports, advanced filters and sorts, resource and workload management, creating and customizing steering dashboards, real-time KPI tracking, data analysis and export, security best practices, account and group administration, tips for organization-wide deployment.

Evaluation method

Practical work on a personalized project throughout the training
Final multiple-choice quiz
Individual oral feedback during the last session

Learning method

Alternating practical workshops and theoretical lessons
Step-by-step demonstrations of advanced tools
Sector-specific case studies
Complete training materials provided to participants

Methods, materials and delivery

The Training Smartsheet: Mastering Collaborative and Automated Project Management program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training Smartsheet: Mastering Collaborative and Automated Project Management program, the following equipment is required:

Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
Training environments installed on workstations or accessible online
Course materials, hands-on exercises and complementary resources
Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training Smartsheet: Mastering Collaborative and Automated Project Management program is performed through:

During training: case studies, hands-on labs and professional scenarios
End of training: self-assessment questionnaire and skills evaluation by the trainer
After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

Triple validation: technical, pedagogical, sectoral.
Minimum rating 4.8/5 over the last 12 sessions.

Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

Live briefing on goals and team context.
Veto right — we swap the trainer for free if needed.

Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

Hands-on cases drawn from your stack and projects.
Program co-written then validated by your team.

Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

NPS, knowledge quizzes and skills self-assessment.
Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

A child walking to school with a backpack

Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

Backpack, notebooks and essential supplies
Distributed through our partner charities
Included, at no extra cost to you

Enroll and offer a kit

FAQ

Frequently asked questions

What can participants do after Smartsheet: Mastering Collaborative and Automated Project Management training?+

They can get hands-on with the Smartsheet interface and main features, create and structure project sheets tailored to various needs and automate workflows with alerts, reminders, and custom rules. Those are the stated objectives of the Smartsheet: Mastering Collaborative and Automated Project Management program at Intermediate level, checked by the end-of-session assessment.

What does the Smartsheet: Mastering Collaborative and Automated Project Management program cover, day by day?+

Day 1: Introduction to Smartsheet and Getting Started. Day 2: Structuring, Automating, and Collaborating on Projects. Day 3: Reports, Dashboards, and Best Practices for Administration. The Smartsheet: Mastering Collaborative and Automated Project Management program runs over 3 days, delivered on site.

How is Smartsheet: Mastering Collaborative and Automated Project Management training assessed?+

Assessment relies on practical work on a personalized project throughout the training, final multiple-choice quiz and individual oral feedback during the last session. Learni issues a completion certificate together with the individual assessment report at the end of the Smartsheet: Mastering Collaborative and Automated Project Management program, which an L&D team can file as evidence.

How much does Smartsheet: Mastering Collaborative and Automated Project Management training cost per participant?+

Smartsheet: Mastering Collaborative and Automated Project Management training is priced on quote. The amount depends on headcount, format and how far the syllabus is tailored to your team. A detailed quote is sent within one business day, and team pricing covers the whole group from the second participant.

How long does Smartsheet: Mastering Collaborative and Automated Project Management training take?+

3 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.

Who pays for Smartsheet: Mastering Collaborative and Automated Project Management training?+

Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.

What do participants need to know before Smartsheet: Mastering Collaborative and Automated Project Management training?+

Basic knowledge of project management, proficiency with office tools.

Is a certificate issued after Smartsheet: Mastering Collaborative and Automated Project Management training?+

Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.

Does Learni provide the equipment for Smartsheet: Mastering Collaborative and Automated Project Management training?+

No. A computer and a stable internet connection are required for each participant. Learni provides the learning platform, the trainer and all course materials.

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