Learning Resources

Everything You Need for Success

You can customize Smartsheet to work for any of your project or process needs. We’ll show you how. Whether you’re just starting out, or are a power user looking for new ideas, we offer hands-on training to ensure you get the most out of Smartsheet. Sign you and your team up for the training that works for you.


 

Live Online Training

Attend these weekly, interactive webinars with our Smartsheet Expert Services team to learn everything from getting started to using advanced features.

Reserve a spot for you and your team today. Check back soon, as we’re always adding new sessions and dates.

Online Training for Trial Customers

Perfect for:

Smartsheet users in free trials. This webinar provides an overview of Smartsheet's basic features and how you can use it to manage a variety of projects.

What you'll learn:

  • Basic use, Tips & Tricks
  • How to improve your productivity
  • Using Smartsheet to collaborate
  • Question & Answer time

Can't make a session? View a video of a previous session here.

Smartsheet 101: Getting Started

Perfect for:

First time users who want to learn how to set up their Smartsheet account, create custom sheets, and start collaborating with others.

What you'll learn:

  • Create an account
  • Build and format a sheet
  • Share your work with others
  • Generate alerts and reminders
  • Import and Export data

Can't make a session? View a video of a previous 'Smartsheet 101' session here.

Smartsheet 201: Advanced Functionality

Perfect for:

Users who already have a basic understanding of Smartsheet (familiar with the contents covered in our Smartsheet 101 training) and want to learn more advanced features.

What you'll learn:

  • Using Gantt charts and Dependencies
  • Construct web forms
  • Automate reporting
  • Generate cell links

Can't make a session? View a video of a previous 'Smartsheet 201' session here.

Smartsheet Q&A: Ask a Smartsheet Expert

Perfect for:

Users who have specific questions about Smartsheet. In this Q&A session, you set the agenda. Speak with a product expert about any Smartsheet topic you have.

What you'll learn:

  • Feature questions from live users
  • Advanced product features
  • Any topic you want to cover

This session is intended to educate users on product features.
Technical troubleshooting questions should be sent to support@smartsheet.com.

Work Smart Webinars for Existing Customers

Improve Project Transparency With Reporting and Dashboards

What you'll learn:

  • How to use Reporting to summarize data across multiple sheets
  • How to use Cell Linking to create a dashboard
  • When to use Reporting vs when to use Cell Linking

Combine Smartsheet & Docusign to Simplify Contract Processes

What you'll learn:

  • How to streamline your process for any document requiring signature
  • How to auto-fill Smartsheet data into Docusign documents
  • How our Docusign integration automates document storage

Use Web Forms to Improve Efficiency

What you'll learn:

  • How to create and edit a web form
  • How to brand and customize a web form
  • Use cases for web forms

Get More out of Your Sheet with Formulas

What you'll learn:

  • How Smartsheet build formulas
  • How to get new insights from your data using formulas
  • How to save time using formulas to automate your work

Automatically Merge Data From Smartsheet Into a Document

What you'll learn:

  • How to create a document that can automatically merge in data from Smartsheet
  • How to share and store merged documents in Smartsheet



 

Smartsheet Academy

The Smartsheet Academy uses a combination of presentations, real-world scenarios, hands-on exercises, and one-on-one time with Smartsheet experts. You’ll learn how to build and implement a workflow in Smartsheet using advanced features like reporting, web forms, and cell linking to help customize your projects.


 

On-Demand Training