Workshop

In opening the workshop

Customer testimonials of smart seats

When listening to the story of a customer who is considering the introduction of smart seats

"Although there is explanation and help for each function, there is little information on how to create a smart sheet solution for specific work."

"Smart sheet help and online reference materials explain individual functions such as'sheet creation, rows and hierarchies, columns, attachments / links, conversations', but how do you combine them? I don't know if it's okay to use it. "

"In the first place, I don't have time to look at the help information and learn each function."

I often hear such voices.

The type of customer who masters smart seats

On the contrary, I feel that there are two types of customers who feel that they are using smart seats well.

The minority "Study skin type" is a type in which the above manual information is carefully read and the solution is assembled.

Another "practical type" is that once you've learned a lot about how to use it, you can create a solution to your problem, and in the process, read help articles or search on Google as needed. It is a type that learns necessary functions and incorporates them into the solution.

What the workshop aims for

In this workshop, for the latter "practical type", the process of actually making sheets, reports, dashboards, etc., as a solution to specific problems that you want to solve using smart sheets. So, I will explain the necessary functions.

Also, I'm not sure if it can be said that it is for "study skin type", but I would like to provide information that captures and explains the functions of smart sheets with cross-cutting themes such as "collaboration" and "security". I think.

XNUMXst workshop

At the first workshop, we talked about "utilization of Excel resources," which is one of the excellent methods for introducing smart sheets.From Excel to Smart SheetI will explain it with the title.

Specifically, we will take the theme of building equipment management tools that are easy for teams to use from the Excel sheet of equipment management to the smart sheet as a concrete example.The purpose is to provide information for using the functions required for using smart seats such as various settings from the import of Excel seats.

With materials on the webYoutubeWe will prepare both of them, so please use them for the introduction of smart seats.

XNUMXnd workshop

In the XNUMXnd workshop, we will develop the equipment management mentioned in the XNUMXst workshop and "Easy inventory management with smart sheetsWill be taken up.
Specifically, we will focus on the use of Smartsheet's smartphone app, especially barcode input, so that you can record the entry and exit of equipment with a smartphone etc. in a place where equipment is managed.
In addition, the sheets are also divided into three, such as master, entry / exit records, and current number, and totaling and searching are performed using a formula that straddles the sheets.

XNUMXrd Workshop

The third workshop will cover the basics of project management.
Project management is most often used by customers who use Smartsheet.In the workshop, creating a project management sheet and dashboard tutorial is regarded as one project, and a project management sheet is created based on the template of the basic project.
Creating a dashboard based on this sheet will be covered in another workshop.