How To Learn Smartsheet – 5 Highly Effective Ways

Are you new to Smartsheet or about to start using it for the first time? Feeling a bit overwhelmed about where to begin?

You’re not alone.

As a powerful project management tool, Smartsheet can seem daunting at first, but don’t worry – I’m here to guide you through the learning process.

In this article, I’ll explore various methods that will help you gain confidence and competence in using Smartsheet effectively.

Whether you’re managing a small team project or gearing up for larger organizational tasks, this guide is your first step towards mastering Smartsheet.

Let’s dive in and unlock the potential of this versatile tool together.

How To Learn Smartsheet

Through YouTube Training Videos

For a comprehensive self-learning experience, my YouTube channel, Proper Project Management, is your go-to resource.

With an entire playlist of over 100 videos, you can delve into the intricacies of Smartsheet at your own pace.

This collection covers a broad spectrum of topics, from the basics of individual formulas to the complexities of advanced form building. Each video is crafted to make learning Smartsheet accessible and engaging, regardless of your current skill level.

By subscribing to the Proper Project Management channel, you’ll have a wealth of knowledge at your fingertips, allowing you to progressively build and refine your Smartsheet skills in a structured yet flexible manner.

Whether you’re looking to understand simple functionalities or dive into more complex features, these videos will guide you every step of the way in your Smartsheet journey.

Through Structured Training Courses

Enrolling in structured training courses is a highly effective way to learn Smartsheet.

I offer a variety of courses tailored to different skill levels.

For beginners, my “Smartsheet Fundamentals” course lays a solid foundation, covering the basics of project management and how to navigate the tool.

For those looking to dive deeper, my “Smartsheet Formulas” course focuses on advanced functionalities that enhance data analysis and reporting.

Lastly, my “Dashboard Training” course teaches you how to create visually impactful and informative dashboards for better project visibility and decision-making.

Or want them all together, I also offer them on discount as a bundle.

Either way, I aim to offer affordable, content-rich courses from the experience of a fellow user.

There are other courses out there too on marketplaces like Udemy.

Smartsheet also offer their own courses, but they do tend to be on the pricier side – typically $500 and up. See Smartsheet University below.

Through Smartsheet University

Smartsheet University is a valuable resource for structured and comprehensive learning.

This platform offers a range of courses and certifications, designed to cater to different levels of expertise.

Whether you’re a beginner or an advanced user, Smartsheet University provides in-depth knowledge through a mix of video tutorials, interactive sessions, and practical exercises.

Getting certified from Smartsheet University also adds credibility to your skill set, making you more marketable in the job industry.

Through Practice With The Tool

Practical experience is key to mastering Smartsheet.

While theory and guided learning are important, nothing beats hands-on practice.

I recommend setting up a personal project or replicating a past project in Smartsheet.

This approach allows you to apply your learning in real-world scenarios, helping you understand the nuances of the tool.

Regular practice will not only improve your proficiency but also boost your confidence in using Smartsheet for various project management tasks.

Through Support Forums/Facebook Groups

Engaging with the Smartsheet community through support forums and Facebook groups is a great way to learn.

These platforms allow you to connect with other users, share experiences, and seek advice on specific challenges.

Participating in discussions and Q&A sessions can provide insights that are not typically found in formal training materials.

Moreover, the community-driven approach fosters a collaborative learning environment, where you can keep up with the latest trends and best practices in Smartsheet usage.


To conclude, learning Smartsheet can be a rewarding journey that enhances your project management skills and opens up new career opportunities.

By exploring various learning options like YouTube videos, structured courses, practical application, Smartsheet University, and community forums, you can build a robust understanding of this powerful tool.

Remember, the key to mastering Smartsheet lies in consistent practice and staying curious.

Embrace the learning process, and soon you’ll be leveraging Smartsheet to its full potential in your professional endeavors.


What is the best way for a complete beginner to start learning Smartsheet?

For beginners, I recommend starting with YouTube training videos and my “Fundamentals of Smartsheet” course. These resources provide an easy-to-understand introduction to the tool, making it less overwhelming for new users.

How important is it to get certified in Smartsheet?

Getting certified through Smartsheet University can be highly beneficial. It not only validates your skills but also enhances your credibility and marketability in the job industry, especially for roles that heavily rely on project management tools.

Can I learn Smartsheet effectively through self-study?

Yes, self-study is a viable way to learn Smartsheet, especially when combined with practical application. Utilizing resources like YouTube videos, online courses, and community forums can provide a comprehensive learning experience.

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