User Education

Agenda

A Washington State Ferry on Puget Sound

September 19, 2017

10:15 AM
to 11:00 AM

Forms – Gather Information at Scale

Smartsheet's forms are a simple, yet powerful tool to gather input from anyone and take action on new information. During this session, you'll learn how to use web forms to streamline intake, how to structure your sheet to stay current on new requests, and assign next steps to your team. Transform customer surveys, collateral requests, ticketing systems, and more.

Tim Leavitt, Training Program Manager – Smartsheet

11:15 AM
to 12:00 PM

Save Time and Increase Efficiency With Formulas

Formulas in Smartsheet are a key component of successful collaborative work management. Learn how to build them into your work to automate calculations and accelerate your work management. We'll cover formulas that will help you surface summary calculations when you use hierarchy in your sheets, automate symbol columns like RYG balls to reflect changes in status without manual work, and much more.

Olivia Spokoiny, Training Specialist – Smartsheet

1:15 PM
to 2:15 PM

Lessons From the Smartsheet Community

Join Craig Williams, the top contributor of the Smartsheet Community, to understand best of breed solutions to the most commonly asked questions from the Smartsheet user base. Craig is a proven leader and a great source of knowledge – join us to explore time-tested tips and tricks and expand your thinking around how to tackle challenges.

2:30 PM
to 3:30 PM

Leverage Card View to Make Your Business More Agile

Agile methodology has changed the speed of business and allows new innovations to surface quickly, even in the largest organizations. Learn how to leverage Card View to break work into small, realizable goals and increase the speed of your own business. We'll cover the basics of working in Card View, strategies for using it with your team, and give an overview of the agile approach to work management.

Jeremy Lee, Customer Success Manager – Smartsheet

3:45 PM
to 4:45 PM

Create Visibility and Unlock Insights with Smartsheet Sights

Learn how to build out your work in Smartsheet, in both sheets and reports, to fuel a Sight that will become your own competitive advantage. You'll walk away with an understanding of functional best practices, as well as design tips to structure your Sights so that they are easy to digest and beautifully display your most important metrics and resources.

Lauren O'Gorman, Customer Success Manager – Smartsheet

3:45 PM
to 4:45 PM

A New World of Collaboration: Using Smartsheet to Share Work

Learn how to best gather, update, and share information both within and outside of your organization using Smartsheet's collaboration model. Understand how to utilize different sharing permissions and explore a variety of techniques for creating visibility to work and participation from team members. Collaborate with vendors, customers, and internal cross-functional teams all from the same platform.

Erin Harlan, Product Marketing Manager – Smartsheet

September 20, 2017

10:15 AM
to 11:00 AM

Become a Workflow Design Expert

Even with the best software tools in the world, if you don't understand your process or how to define success, you're in trouble. Set yourself up for success in Smartsheet with an outline of goals, roles, visibility, and process and learn best practices for translating this roadmap to workflows that will bring it all to life.

Erin Harlan, Product Marketing Manager – Smartsheet

11:15 AM
to 12:00 PM

Smartsheet Reports: Increase Transparency and Accelerate Productivity

Learn how to use Smartsheet reports to build bi-directional views across your teams, projects, and tasks. Understand the functional basics and how to share real-time project progress with internal stakeholders or clients. You'll understand how to summarize your own responsibilities across multiple projects, surface a view of tasks yet to be completed, and elevate high-level portfolio milestone dates.

Olivia Spokoiny, Training Specialist – Smartsheet

2:15 PM
to 3:00 PM

Build Your Own Smartsheet Solution: The Art of Getting Things Done

The art of getting things done becomes a science in Smartsheet. Come learn how to build the foundational components of your own solution and then connect the dots to bring your solution to life with templates, workspaces, and reporting. You'll see a handful of Smartsheet solutions in action with examples from our most successful deployments and leave armed with ideas to change the way your business works.

Dillon Brady, Customer Success Manager – Smartsheet