Engage 2023: Potential unlocked


Intake to archive: The anatomy of a complete solution

Tuesday, Sept. 19 | 10:30AM - 11:30AM


Looking at a common project intake process, this session will walk you through all of the steps to create a complete workflow in Smartsheet: From diagramming your solution to creating forms to automating the various steps and visualizing data with reports and dashboards. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.


Learn the Smartsheet Platform

User Level

Smartsheet 201

PMI Credits



Level 3 | Room 342


Engage Speaker

• Cicero

Director, Product Marketing - Customer Programs and Evangelism
Cicero (a.k.a. "Highlighter Guy") has been with Smartsheet for 6+ years and has been teaching and training for over 30. Currently he is a Director in Product Marketing and works with evangelism, webinars, and user groups. He has worked with thousands of Smartsheet customers helping them to get the most out of their solutions. Look for him around the conference in his neon shirts.