Professional Support Package

Pro Desk Session: Core Applications

Your Pro Desk specialist will work with you to answer questions related to Smartsheet core application, and give you guidance on how to effectively use Smartsheet to help you plan, capture, manage, automate, and report on work. 

Topics covered are: 

• Basic Sheet Functionality (Cell Linking, Conditional Formatting, Automated backups)
• Proofing
• Document Builder
• Formatting
• Forms
• Formulas
• Importing / Exporting
• Sharing and Publishing
• Smartsheet Reports
• Dashboards (Charts, Reports, Templates)
• Admin Center (Group and User Management)
• Automations (Alerts, Update Requests, Approval Requests, Copy/Move rows, etc.)
• Project Settings (Dependencies, Baselines, Critical Path, Project Columns)
• Legacy Resource Management

Pro Desk Session: Smartsheet Advance Capabilities

Your Pro Desk specialist will work with you to answer questions and give you guidance on the use of Smartsheet Advance capabilities and functionality. Applications covered in this session:

Governance & Administration

NOTE: Account Management sessions require a SysAdmin to book.

• User Management
• Personal Settings
• Licensing and Merging Accounts

Data Connection & Integrations

• Jira
• Salesforce
• Data Shuttle

Secure Request Management & Other

• Dynamic View
• Calendar App
• Datamesh
• Pivot App
• WorkApps

Pro Desk Session: Project and Portfolio Management at Scale with Control Center

With Control Center, users can deliver consistent, visible projects and processes at scale by driving consistency in work execution and reducing operational risk through automation. In this session, our Pro Desk Control Center specialist will work with you to answer any questions you may have related to Control Center features & functionality, give you guidance on how to effectively use Control Center, and may review your Control Center blueprints for potential improvements. Please note that we currently do not support Resource Management and we will not be able to help with it during the session.

Prerequisites for this session include the following:

• Customer(s) must have Lead access to an existing Control Center program & blueprint
• Customer(s) are recommended to have completed the eLearning training on Control Center or have working knowledge of the Control Center application and your Control Center program/blueprint(s)

• Strong knowledge of core applications (how to structure your sheets, dashboards, reports, etc.)

  Note: If your Control Center was initially built by our Solution Services, Consulting Services teams, please provide any documentation, videos, or reference material. Please make sure you have reviewed this material before the session.