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SiteSmith Boards

Plan projects, track who's doing what, and let routine steps run themselves

  • Beginner
  • 16 lessons
  • About 1 hr 30 min
  • Certificate of completion

Taught by SiteSmith

What you'll learn

  • Create a board from a template and add items, groups and columns
  • Use item updates, @mentions, files and links to keep work in one place
  • Choose the right view: table, Kanban, calendar, timeline, chart, workload or files
  • Filter, sort and group items, and use My work to plan your day
  • Track a project's status and compare projects in Portfolio
  • Share a board with the right roles and invite guests
  • Set up automations from recipes

About this course

This course is for anyone who plans work with a team: owners running a project, managers keeping track of tasks, and staff who want one place to see what's theirs.

You'll create a board from a template, add items, groups and columns, work in an item's updates and files, switch between table, Kanban, calendar, timeline, chart and workload views, track the project's status, share the board with your team and guests, and set up automations.

You'll follow Harbor & Pine Coffee as it plans a latte art night and opens a new store. Each section ends with a short quiz, and there's a course check at the end.

Curriculum

4 sections · 16 lessons

  1. 1. Getting started

    4 lessons

  2. 2. Build a board

    4 lessons
    • Create a board from a templateReading · 6 min
    • Items, groups and columnsReading · 7 min
    • Item details: updates, files and linksReading · 7 min
    • Quiz: build a boardQuiz · 5 min

  3. 3. Views and projects

    4 lessons
    • Switch views, filter and sortReading · 7 min
    • Choosing the right viewAnimated · 3 min
    • Overview and project statusReading · 6 min
    • Quiz: views and projectsQuiz · 5 min

  4. 4. Teamwork and automations

    4 lessons
    • Share a board and invite guestsReading · 7 min
    • Automate routine stepsReading · 7 min
    • How an automation runsAnimated · 3 min
    • Course checkQuiz · 9 min

Your instructor

SiteSmith

Site Smith Official