Foundations
Challenges
Smartsheet Basics
System Design
Reporting & Financials
100

A temporary effort with defined outcomes and deliverables

What is a project?

100

Different teams working on tasks without awareness of each other’s progress

What is siloed work?

100

A cloud-based platform for managing structured work

What is Smartsheet?

100

The framework that breaks a project into defined tasks and deliverables

What is the Work Breakdown Structure (WBS)?

100

A system where reporting is built continuously instead of at the end

What is continuous reporting?

200

Defining scope, identifying deliverables, managing risks, supporting communication

What is project management?

200

The place where most project information ends up when there’s no system

What is email?

200

A collection of sheets, reports, and dashboards for a project

What is a workspace?

200

A centralized place to store project documents

What is the document repository?

200

A tracker used to monitor subcontractor invoices and payments

What is the invoice tracker?

300

Initiation, Planning, Execution, Monitoring & Controlling, Closing

What are the five phases of the project lifecycle?

300

Teams working in different locations with limited coordination

What are geographically separated teams?

300

The ability to tailor sheets, forms, and workflows to a project

What is customization?

300

A method for collecting structured updates from users

What are forms?

300

A visual display of task progress, budget, and active work

What is the dashboard?

500

The solution used to replace fragmented emails, files, and disconnected tracking systems

What is project management software?