Are you curious about how to master Smartsheet without getting lost in endless tutorials or guesswork?
Do you feel overwhelmed by features you haven’t explored, or uncertain about where to invest your time?
I’ve spent years helping teams worldwide navigate Smartsheet, and I’ve seen firsthand that the right approach saves you hours of frustration.
In this article, we’ll explore the best ways to learn Smartsheet so you can become confident in organizing tasks, automating workflows, and collaborating effectively.
Make Learning Smartsheet Simple
Proper training saves you from guesswork and endless trial-and-error, ensuring you grasp advanced features without the stress. With seven years of experience managing international teams, I offer step-by-step video courses that cut the confusion and help you master Smartsheet fast.
Get Step-by-Step Video Training ➔Skip the confusion • Learn from a certified expert • Master Smartsheet faster
What Is the Best Way to Learn Smartsheet?
The best way to learn Smartsheet is by combining structured courses, practical video tutorials, and active community engagement.
Below, you’ll discover why these three methods work so well and how to get started right away.
1. Enroll in a Proper Smartsheet Course
Get Step-by-Step Guidance
A structured course lays out Smartsheet concepts in a clear, logical order.
You learn fundamental skills first—like creating sheets and understanding column types—before diving into automation or advanced formulas.
This approach prevents gaps in your knowledge and reduces confusion.
Why This Matters
- You avoid piecemeal learning that leaves you uncertain about how features connect.
- You invest time in lessons that cover real use cases and proven workflows.
- You gain a solid foundation, preparing you for advanced tasks like reporting and cross-sheet formulas.
Make Learning Smartsheet Simple
Proper training saves you from guesswork and endless trial-and-error, ensuring you grasp advanced features without the stress. With seven years of experience managing international teams, I offer step-by-step video courses that cut the confusion and help you master Smartsheet fast.
Get Step-by-Step Video Training ➔Skip the confusion • Learn from a certified expert • Master Smartsheet faster
2. Learn from YouTube Tutorials
YouTube offers countless short videos for Smartsheet users, which makes it easy to see each step in action.
I run a channel called Proper Project Management, where you’ll find over 120 Smartsheet-specific tutorials and a dedicated Smartsheet playlist.
These videos can show you how to set up formulas, apply conditional formatting, or configure automated alerts, all without the guesswork.
Why This Matters
- You can learn on-demand, fitting lessons into small breaks.
- Visual demos are often easier to follow than written instructions.
- Multiple instructors provide different perspectives, expanding your skill set.
How to Start
- Search for Specific Problems: Type in “How to create a workflow in Smartsheet” or “How to use COUNTIF in Smartsheet.”
- Watch Multiple Perspectives: Compare techniques from various channels, including my Proper Project Management playlist.
- Subscribe to Trusted Creators: Follow channels that release regular, relevant content to stay updated on new features.
3. Engage in the Smartsheet Community
Ask Questions, Share Knowledge
Active communities on Reddit, Facebook, and official Smartsheet forums are goldmines of user experience.
If you’re stuck on a formula or a workflow, chances are someone else has solved it.
Why This Matters
- You get real-world advice from people who face similar project challenges.
- You can discover advanced tips and clever workarounds you might not find in official documentation.
- You build relationships with fellow Smartsheet enthusiasts who can support your ongoing learning.
How to Start
- Join Subreddits and Groups: Look for “Smartsheet” or “Project Management” communities.
- Engage with Forum Threads: Read existing Q&As before posting your question.
- Give Back: Share your own tips or respond to questions you can answer.
Additional Tips for Smartsheet Mastery
1. Practice in a Safe Environment
Create a test sheet where you can experiment without risking real data.
Try new formulas, set up automations, and see how they work in a sandbox setting.
2. Stay Updated on New Features
Smartsheet frequently introduces improvements like new column types, automation options, and integration features.
Subscribe to product update newsletters or follow official Smartsheet announcements.
3. Focus on Your Main Pain Points
Identify tasks that cause the most headaches—manual data entry, inconsistent reporting, or missed deadlines.
Then target your learning to features that solve those issues first.
4. Combine Resources
Try pairing a structured course with quick YouTube videos and community Q&As.
If you learn a concept in a course, watching a short video might reinforce your understanding.
5. Celebrate Small Wins
Each time you automate a step or build a working formula, recognize your progress.
This positive momentum will keep you motivated to explore more advanced functions.
To Finish Up
Learning Smartsheet doesn’t have to be a struggle.
You can gain confidence by enrolling in a proper course for a solid roadmap, exploring YouTube tutorials for bite-sized tips, and tapping into active communities for real-world problem-solving.
Make Learning Smartsheet Simple
Proper training saves you from guesswork and endless trial-and-error, ensuring you grasp advanced features without the stress. With seven years of experience managing international teams, I offer step-by-step video courses that cut the confusion and help you master Smartsheet fast.
Get Step-by-Step Video Training ➔Skip the confusion • Learn from a certified expert • Master Smartsheet faster
Whether you’re a project manager handling global teams or a small business owner looking to organize tasks more efficiently, Smartsheet has the tools to transform your workflow.
Begin your journey with the method that resonates most with your style, and don’t be afraid to blend multiple approaches.
In doing so, you’ll unlock Smartsheet’s full potential—and save yourself from countless hours of trial and error.
Stay curious, stay engaged, and watch as your Smartsheet expertise grows, making every project you touch more streamlined and successful.

Hi, I’m Jeremy. A Prince 2 Practitioner and project manager with over 15 years of project management experience. I have worked for multiple multinational companies working on some extensive and complex multi-million revenue generating projects.