Digital Productivity Toolkit for Beginners

Packt via Coursera

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Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

21 hours
Sessions

Self-Paced
Level

Beginner
Subtitles

English

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Overview

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This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This course is designed to help you enhance your digital productivity through mastering key tools like Pipedrive, Google Chrome, Google Calendar, Asana, Google Slides, Canva, Business Intelligence (BI) principles, Smartsheet, Wrike, and QuickBooks. You'll gain hands-on experience with these platforms and develop skills to improve your workflow, team collaboration, task management, and business insights. By leveraging these tools effectively, you'll be able to streamline your processes, boost productivity, and manage your projects and finances efficiently. As you progress, the course guides you step by step. Starting with an introduction to essential tools, you'll quickly dive into practical applications. You'll explore each tool's key features, such as email syncing in Pipedrive, calendar management in Google Calendar, task delegation in Asana, creating designs in Canva, and financial tracking with QuickBooks. Throughout the course, interactive exercises will reinforce your learning, making it easier to retain and apply new skills. This course is perfect for beginners and anyone looking to boost their digital productivity skills. Whether you're new to project management, CRM tools, or data analysis, this course will provide you with a structured approach to mastering essential tools for work and business management. There are no prerequisites, making it accessible to all, with content suited for those who are starting their journey in digital tools and productivity. By the end of the course, you will be able to confidently navigate Pipedrive for sales management, use Google Calendar for scheduling, organize projects in Asana, create designs in Canva, and manage finances with QuickBooks. Additionally, you will have gained the knowledge to leverage Business Intelligence principles and data visualization for more informed business decisions.

Syllabus

Pipedrive Introduction

In this module, we will introduce you to Pipedrive, a powerful CRM platform designed to improve your sales processes. You will learn about its core features and how they can help boost efficiency. This section lays the foundation for understanding how to use Pipedrive for managing sales opportunities.

Getting Started

In this module, we will guide you through the essential steps to get started with Pipedrive. You'll learn how to sign up, configure your account, and integrate communication channels like email. Additionally, we'll cover managing team permissions to ensure proper access control.

Importing Your Information

In this module, we will focus on how to import and sync your contacts and deals into Pipedrive. You'll learn how to bring all your critical data into one platform and ensure that it remains updated across different systems. This section ensures you can hit the ground running with Pipedrive.

Managing Deals

In this module, we will walk you through setting up and managing a sales pipeline in Pipedrive. You will learn how to add new leads and monitor their status, while also tracking important activities to ensure you never miss a sales opportunity.

Powerful Add-Ons

In this module, we will introduce you to powerful add-ons in Pipedrive that enhance your productivity. You will learn how to integrate email marketing, sync your calendar, and connect with Slack for better team collaboration. These tools will help streamline your sales operations.

Insights & Automation

In this module, we will explore the powerful insights and automation features in Pipedrive. You will learn how to create automation to reduce manual tasks and analyze your sales data to make informed decisions. This section will help you take your sales management to the next level.

Pipedrive Conclusion

In this module, we will summarize everything you've learned about Pipedrive. We’ll review how each feature can be applied to improve your sales process. By the end of this section, you'll be equipped with the knowledge to fully integrate Pipedrive into your workflow.

Google Chrome Overview

In this module, we will introduce you to Google Chrome, focusing on its essential features and capabilities. You will learn how to customize your browsing experience and navigate its settings. This section serves as a foundation for using Chrome efficiently.

Google Chrome

In this module, we will dive into the features that make Google Chrome a powerful browser. You will learn how to set up profiles, manage tabs effectively, and organize your bookmarks for a more efficient browsing experience. This section is designed to help you master Chrome's customization features.

Google Chrome Conclusion

In this module, we will review the key features and tools in Google Chrome. You will gain a clear understanding of how to use these features to streamline your browsing. By the end of this section, you'll be able to make the most of Chrome for your daily tasks.

Google Calendar Overview

In this module, we will introduce you to Google Calendar, focusing on its core features and capabilities. You will learn how to set up, manage, and customize events to effectively organize your schedule. This section will set the stage for mastering Google Calendar’s tools.

Google Calendar

In this module, we will guide you through the process of managing events and appointments in Google Calendar. You will learn how to create and edit events, set reminders, and organize your calendar for maximum efficiency. This section provides all the tools you need to master scheduling.

Google Calendar Conclusion

In this module, we will review the key features of Google Calendar and summarize how they can be applied to improve your time management. By the end of this section, you’ll have the tools needed to fully optimize your scheduling process.

Asana for Project Management Overview

In this module, we will introduce Asana, a leading project management platform. You’ll explore how its key features can help you organize tasks and collaborate efficiently. This section sets the foundation for using Asana to manage your projects effectively.

Getting Started in Asana

In this module, we will walk you through the initial setup and organization of projects in Asana. You’ll learn how to collaborate with your team, manage your workspace, and take the first steps in managing your projects. This section lays the groundwork for mastering Asana.

Project and Task Organization

In this module, we will explore how to organize and manage tasks within Asana. You will learn how to use task lists and boards to stay on top of your projects, as well as how to delegate tasks, set deadlines, and manage subtasks. This section focuses on ensuring your projects stay organized and on track.

Enhancing Collaboration

In this module, we will enhance your collaboration skills within Asana. You will learn how to use comments, tags, and task dependencies to improve communication and project flow. This section will help you work more efficiently as a team.

Asana for Project Management Conclusion

In this module, we will summarize everything you’ve learned about using Asana for project management. We’ll review how to apply Asana's features to streamline your workflow and improve team collaboration. By the end of this section, you’ll be ready to implement Asana into your projects.

Google Slides Overview

In this module, we will introduce Google Slides and explore its core features. You will learn how to use Google Slides to create impactful presentations and customize slides for maximum visual appeal. This section prepares you to use Google Slides for your presentation needs.

Google Slides

In this module, we will guide you through the process of creating and editing presentations in Google Slides. You will learn how to add content, format slides, and use themes to create polished, professional presentations. Collaboration features will also be explored to enhance teamwork.

Google Slides Conclusion

In this module, we will summarize everything you’ve learned about Google Slides. We will review its features and provide tips for delivering impactful presentations. By the end of this section, you’ll be ready to use Google Slides effectively for any presentation.

Canva Overview

In this module, we will introduce you to Canva, a powerful tool for graphic design and content creation. You’ll learn about its core features, including templates, customization options, and design flexibility. This section will help you understand how Canva can streamline your creative projects.

Getting Started with Canva

In this module, we will guide you through the process of getting started with Canva. You’ll learn how to use templates, navigate the workspace, and create unique designs from scratch. This section provides the foundational skills needed to work efficiently in Canva.

Creating with Canva

In this module, we will explore Canva's design capabilities, including how to add and edit text, enhance images, and work with graphics. You'll learn how to use these tools to create visually stunning designs. This section empowers you to elevate your creativity with Canva.

Sharing & Exporting

In this module, we will focus on sharing and exporting your Canva designs. You will learn how to collaborate with others and export your projects in multiple formats, ensuring your work is accessible and ready for presentation or printing. This section will teach you how to efficiently share your designs.

Canva Conclusion

In this module, we will review the key Canva features you’ve learned throughout the course. You will understand how to apply these tools to your projects and how Canva can improve your design workflow. This section will help you integrate Canva seamlessly into your creative process.

Introduction to BI Principles

In this module, we will introduce you to the foundational principles of Business Intelligence (BI). You’ll learn how data visualization enhances decision-making and explore the core principles that drive effective BI. This section lays the groundwork for mastering BI techniques in data analysis.

Smartsheet Overview

In this module, we will introduce Smartsheet, a powerful platform for managing projects and collaborating with teams. You will learn about its key features, including sheets, reports, and dashboards, and how these tools can help streamline your project workflows.

Creating Sheets

In this module, we will guide you through the process of creating and organizing sheets in Smartsheet. You’ll also learn how to import existing Excel documents and format data for consistency and clarity. This section will help you build structured, organized project sheets in Smartsheet.

Collaboration Tools

In this module, we will focus on Smartsheet's collaboration tools. You’ll learn how to engage in team discussions through comments, set reminders for important tasks, and share your projects with stakeholders. This section enhances your ability to collaborate and manage projects efficiently in Smartsheet.

Formulas

In this module, we will introduce you to the formulas feature in Smartsheet. You’ll learn how to perform calculations across sheets and create summaries to track key project metrics. This section helps you automate and streamline your project data analysis.

Filters, Reports, Forms & Workflows

In this module, we will teach you how to use filters, workflows, and reports in Smartsheet. You’ll learn how to set up automations, create reports for better project visibility, and use forms to gather information from collaborators. This section maximizes Smartsheet’s organizational power.

Smartsheet Conclusion

In this module, we will summarize the essential features of Smartsheet that you’ve learned. We will review how to implement these tools effectively in your projects. By the end of this section, you will be equipped to integrate Smartsheet into your project management strategy.

Kickstarting Your Journey with Wrike

In this module, we will introduce you to Wrike, a project management tool that helps streamline collaboration. You’ll learn about its capabilities and how it can be used to enhance your team's workflow and productivity.

Setting the Stage

In this module, we will guide you through the essential steps to get started with Wrike. You'll learn how to set up your account, navigate the platform's interface, and customize your workspace for seamless project management. This section lays the groundwork for your Wrike journey.

The Mastery of Project Orchestration

In this module, we will dive deep into Wrike’s task management features. You will learn how to assign tasks, set recurring tasks, and establish task dependencies to ensure smooth project orchestration. This section will help you manage and delegate tasks efficiently within your team.

Exploring the Vista of Wrike Views

In this module, we will explore the different views in Wrike that can help you manage your projects more effectively. You will learn how to use Gantt charts, boards, and tables for project tracking. This section will empower you to visualize and organize your projects with ease.

The Path Forward

In this module, we will recap everything you've learned about Wrike and provide guidance on how to implement the platform in your work. You'll reflect on your learning journey and plan the next steps to ensure Wrike helps optimize your project management tasks going forward.

QuickBooks Overview

In this module, we will introduce you to QuickBooks, a powerful tool for financial management. You’ll explore its capabilities for accounting, invoicing, and payment tracking, providing you with the foundation for managing your finances effectively.

Navigate QuickBooks Desktop

In this module, we will walk you through the QuickBooks Desktop interface and demonstrate how to navigate its tools. You'll learn how to work with existing company files and create new ones to manage your financial data efficiently. This section is designed to get you comfortable with QuickBooks' core functionalities.

Adjusting QBD as per Company Requirements

In this module, we will guide you through customizing QuickBooks Desktop for your company’s specific needs. You’ll learn how to adjust company information, manage accounts, and set up financial items such as bank accounts and inventory. This section ensures that your QuickBooks setup reflects your business operations.

Day-to-Day Operations

In this module, we will focus on the day-to-day operations in QuickBooks. You’ll learn how to generate estimates and invoices, create purchase orders, and manage payments and receipts. This section will help you manage your day-to-day accounting tasks efficiently.

One-Off Activities in QuickBooks Desktop

In this module, we will explore one-off activities in QuickBooks, such as voiding invoices and reconciling accounts. You’ll learn how to perform these tasks to maintain accuracy and clarity in your financial records. This section is essential for managing unexpected or irregular financial events.

Viewing Reports

In this module, we will show you how to create, customize, and share reports in QuickBooks. You will learn how to use these reports to gain insights into your financial data and share key information with stakeholders. This section will help you use QuickBooks' reporting tools for better financial management.

QuickBooks Conclusion

In this final module, we will summarize everything you've learned about QuickBooks. You’ll review the tools and techniques for managing your business’s financials and learn how to apply them to improve your workflow. This section ensures that you're ready to use QuickBooks for effective, ongoing financial management.