Agenda
We’re sharing a sneak peek of sessions early to give you a sense of what’s coming — 60+ breakouts designed to spark ideas and help you take on your next big thing.
Agenda
We’re sharing a sneak peek of sessions early to give you a sense of what’s coming — 60+ breakouts designed to spark ideas and help you take on your next big thing.
Tuesday, Nov. 3
Wednesday, Nov. 4
Where good ideas gain momentum
With tracks spanning foundational skills, enterprise systems, AI innovation, strategic impact, and real-world success stories, including those shaped by our partners, ENGAGE brings together the people and practices driving what’s next.
Where good ideas gain momentum
With tracks spanning foundational skills, enterprise systems, AI innovation, strategic impact, and real-world success stories, including those shaped by our partners, ENGAGE brings together the people and practices driving what’s next.
Day One to Done: Skills That Scale
Everyone starts somewhere. This track covers the core features and functions that make Smartsheet work – from grids and automations to dashboards and workflows. You'll build a solid foundation for deploying AI across your teams, with the best practices and hands-on confidence to drive adoption that sticks.
From Tools to Intelligence: Designing Systems to Conquer Complexity
The gap between individual AI tools and organizational intelligence comes down to architecture. This track is for builders – the people designing the systems that connect data, decisions, and teams at scale. Learn how to build on Smartsheet's open MCP protocol, leverage 175+ integrations, and create the execution layer where AI meets organizational reality.
Prove It: Connecting Execution Data to Business Results
Most AI shows you a slice of the work. This track shows you the whole picture. Learn how to spot problems and opportunities faster than ever before — then surface those insights to your executives in a way that connects execution data to business results. These sessions are built for every persona who needs to own the ROI and make the strategic value of their work visible.
Trust at Scale: Permissions, Compliance, and AI Control
Governance doesn't slow teams down — it keeps them moving safely. This track covers what it takes to run Smartsheet at scale with confidence: security frameworks, permission structures, compliance controls, and user management best practices. Get tactical guidance from product and security experts so your teams can move fast, keep data protected — and extend those same standards as AI becomes part of how work gets done.
Built to Transform: How Teams are Reinventing the Way They Work
Automation accelerated the chaos. AI can close the gaps it left behind. This track shows how real organizations are using Smartsheet as the orchestration layer – connecting teams, tools, and decisions into a single picture they can act on. Customer stories, expert guidance, and practical playbooks for making AI operational at scale.
Start exploring what’s ahead
We’ve released a handful of sessions — click a title for more details.
Partner Summit & Pre-Conference Registration
November 3
7:00AM - 9:00AM
Registration
For Global Partner Summit and Pre-Conference Training attendees only. Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsCoat and luggage check
November 3
7:00AM - 6:30PM
Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748
View full session detailsPre-Conference Breakfast (for pre-con attendees only)
November 3
7:30AM - 8:30AM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsRethink Your Work: Designing Work for AI
November 3
8:30AM - 4:30PM
Pre-Conference…
Intermediate level
When you can use AI to execute your work, everything about workflow design changes. This session is for leaders and operators who are ready to stop optimizing processes designed for manual input and start redesigning them for intelligent execution. Leave understanding not just what your work could become, but how to think about process redesign in an AI-first context.
This session is for leaders and operators who are ready to stop optimizing processes designed for manual input and start redesigning them for intelligent execution. Leave understanding not just what your work could become, but how to think about process redesign in an AI-first context.
Prerequisites:
- Proficient in Smartsheet core capabilities
Early bird $525 • Standard $735
Scale Complex Solutions & Design Strategic Portfolios
November 3
8:30AM - 4:30PM
Pre-Conference…
Advanced level
Explore the architectural decisions and design choices Smartsheet consultants consider when developing complex, integrated solutions that support evolving business needs. You’ll learn how to evaluate your organization’s Smartsheet environment, examine how platform settings—such as security, sharing, and user limits—influence design, and determine how to structure solutions that grow with the business. learn how to think, design, and be prescriptive when it comes to communicating recommendations and documenting like a Smartsheet consultant.
You’ll examine discovery and design methods to uncover true business needs, document solution requirements, and apply best practices to translate those insights into scalable, Smartsheet solutions.
Prerequisites:
- Proficient in Smartsheet core capabilities
- Have solid formula fundamentals (can read, write basic formulas)
- Understand cross-sheet references, automations, and permissions
- Familiar with reports and can troubleshoot independently
Early bird $525 • Standard $735
Run Smarter Projects: Smartsheet PM Powered by AI
November 3
8:30AM - 4:30PM
Pre-Conference…
Introductory to Intermediate level
Learn to build a project management solution; the way work actually happens in 2026. Use Smart Assist to accelerate setup, surface risk, and keep teams aligned without manual overhead.
Prerequisites:
- None
Early bird $525 • Standard $735
Build a Smartsheet Solution
November 3
8:30AM - 4:30PM
Pre-Conference…
Introductory level
Get started with the Smartsheet Builder Bootcamp! This introductory workshop will guide you through the fundamental tools and features of Smartsheet for collaborative work management. From building your first sheet to creating dynamic dashboards, you'll gain the skills to streamline your projects and boost your team's productivity.
Prerequisites:
- None
Early bird $525 • Standard $735
Go Beyond the Basics: a Smartsheet Workshop
November 3
8:30AM - 4:30PM
Pre-Conference…
Intermediate level
This intensive, intermediate-level, workshop is an opportunity to apply and build on the skills acquired in the Builder Path or fundamental core app training by creating a Smartsheet solution in a less structured setting. You'll have the opportunity to practice and discuss building an intake process, approval workflows, and scalable project management templates.
Prerequisites:
- Basic spreadsheet knowledge (understanding of rows, columns, and data organization)
- Basic project management concepts (tasks, timelines, status tracking)
Early bird $525 • Standard $735
Smartsheet Troubleshooting: Hands-On Workshop
November 3
8:30AM - 4:30PM
Pre-Conference…
Advanced level
Apply a diagnostic checklist to a complex, multi-component Smartsheet solution. Isolate and resolve defects involving sophisticated elements such as nested formulas, data corruption in cross-sheet links, and cascading workflow failures. Systematically validate the stability of a repaired solution and articulate the root cause and mitigation steps, to contribute to organizational best practices and improved governance.
Prerequisites:
- Proficient in Smartsheet core capabilities
Early bird $525 • Standard $735
Registration
November 3
9:00AM - 6:00PM
Registration
Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsPre-Conference Lunch (for pre-con attendees only)
November 3
12:00PM - 1:00PM
Attendee Meals
Description:Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsCoffee Connect
November 3
3:00PM - 6:00PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsNetworking Reception
November 3
4:00PM - 6:00PM
Reception
Kick off your conference experience in the vibrant Experience Hub, where the energy is high and the connections are real. This isn't just a reception—it's your chance to dive into the future of work. Grab complimentary food and drinks while you mix and mingle directly with the brains behind Smartsheet: our staff, sponsors, and subject matter experts. Share your insights, get exclusive knowledge, and cultivate the relationships that will define your 2026 strategy. Come ready to talk, learn, and be inspired!
View full session detailsExperience Hub
November 3
4:00PM - 6:00PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsNewbie orientation for first-time ENGAGE attendees
November 3
4:30PM - 5:00PM
Networking
Whether you're brand new to Smartsheet ENGAGE, returning after a break, or a seasoned attendee looking to level up your experience, this orientation is your launchpad. Join us in the Experience Hub Lightning Talk Theater for a guided overview of how to make the most of your week—connect with peers, discover key sessions, and navigate the event with confidence. The Networking Reception kicks off immediately afterward at 5:00pm, so come ready to mingle and make your first connections.
View full session detailsCoat and luggage check
November 4
7:30AM - 7:00PM
Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748
View full session detailsCoffee Connect
November 4
7:30AM - 9:00AM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsRegistration
November 4
7:30AM - 6:30PM
Registration
Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsAttendee Breakfast
November 4
7:30AM - 9:00AM
Attendee Meals
Fuel up for the day: Grab a nourishing breakfast and connect with Smartsheet experts before the keynote. Get ready for a full day of learning!
View full session detailsExperience Hub
November 4
7:30AM - 9:00AM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsCoffee Connect
November 4
10:00AM - 6:30PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsExperience Hub
November 4
11:20AM - 1:20PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsAttendee Lunch
November 4
11:20AM - 1:20PM
Attendee Meals
Savor a delicious lunch while engaging with Smartsheet experts and fellow enthusiasts. This is a prime opportunity to exchange ideas, share experiences, and build connections with others passionate about driving impactful change within the Smartsheet community. Take advantage of this informal setting to foster meaningful discussions and network with like-minded individuals.
View full session detailsLevel up your sheets with helper column formulas
November 4
1:20PM - 5:00PM
Breakout Session
Transform your sheets from good to great with indispensable helper column formulas. This session reveals how to implement "set-and-forget" solutions for automating conditional formatting based on hierarchy, designing customized auto-numbers, crafting relative-position column formulas, and enhancing your automation workflows for unparalleled efficiency. These formulas will be your secret sauce for building robust, low-maintenance sheets that improve your Smartsheet experience.
View full session detailsResponsible AI: Management, Governance, and Security
November 4
1:20PM - 5:00PM
Breakout Session
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Cross-Functional Coordination That Holds: Owning Handoffs You Don't Control
November 4
1:20PM - 5:00PM
Breakout Session
You depend on teams that don't report to you, and when a handoff slips, you absorb the consequence with no real leverage to prevent it. This session shows how to build cross-functional coordination that holds: a single record everyone works from, handoffs with clear ownership and visible status, and intake and routing that move work between functions without re-keying or chasing. Bring a cross-functional process that breaks at the handoff today and leave with an architecture for making ownership clear across teams you don't control.
View full session detailsDeath to Busywork: Power Up Your Sheets with AI
November 4
1:20PM - 5:00PM
Breakout Session
Managing the AI You Already Have
November 4
1:20PM - 5:00PM
Breakout Session
Omnicom: Integrating AI as your Copilot in project management work
November 4
1:20PM - 5:00PM
Breakout Session
Security, Value, Adoption: Three Conversations to Get AI Right
November 4
1:20PM - 5:00PM
From Tracking to Transformation: The Engine of Scalable PMO
November 4
1:20PM - 5:00PM
Breakout Session
Dashboards That Persuade Through Design
November 4
1:20PM - 5:00PM
Breakout Session
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Content Track Breakout Session |
New Views: Unlocking Scale, Innovation, and The Future of Work
November 4
1:20PM - 5:00PM
Breakout Session
Automations, Integrations, and Agents: Building Workflows That Think
November 4
1:20PM - 5:00PM
Breakout Session
Automation is evolving from rigid, rule-based flows into intelligent, agentic workflows that connect your whole stack — with no technical expertise needed. You'll learn how Smart Automations let you build workflows in plain language with AI actions at any step, how Smart Integrations turn the tools you already use into a unified workflow engine, and how AI agents are evolving alongside both — from on-demand skills, to scheduled work, to operating continuously. Leave ready to design workflows that scale your team's capacity.
Moving Beyond Sheet Sprawl: Creating Structured Governance
November 4
1:20PM - 5:00PM
Breakout Session
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Content Track Breakout Session |
Security and governance essentials: your controls for safe collaboration
November 4
1:20PM - 5:00PM
Breakout Session
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Content Track Breakout Session |
Manage your Smartsheet plan with Admin Center & AI to unlock efficiency
November 4
1:20PM - 5:00PM
Breakout Session
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Content Track Breakout Session |
The Gantt View You Know, Rebuilt for Scale
November 4
1:20PM - 5:00PM
Breakout Session
Building an Operational Health View that Leaders Trust
November 4
1:20PM - 5:00PM
Breakout Session
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Content Track Breakout Session |
What Your PMO Needs to Succeed: A Maturity Framework
November 4
1:20PM - 5:00PM
Breakout Session
Driving Impact Through People in the Age of AI
November 4
1:20PM - 5:00PM
Breakout Session
Why AI Time Savings Vanish - and Four Conditions That Fix It
November 4
1:20PM - 5:00PM
Breakout Session
Smartsheet Product Roadmap: A look ahead
November 4
1:20PM - 5:00PM
Breakout Session
Hear our vision for the future of the Smartsheet product. See a preview of upcoming capabilities and early-stage concepts we're still shaping, and learn how to get early access to our latest innovations.
View full session detailsTurn live data into board-ready reports with AI
November 4
1:20PM - 5:00PM
Breakout Session
PMOs and ops teams lose hours every week rebuilding the same status decks, ExCo briefings, and board updates by hand, even with live dashboards already in place. This session shows how AI can pull straight from that live data to generate polished, boardroom-ready reports in exactly the format each audience needs, in minutes. You'll watch a board deck and an executive briefing get built live, on stage, using natural-language prompts. Leave with the prompting principles to apply this to your own reporting challenges.
View full session detailsFrom Blank Canvas to Advanced Dashboard
November 4
1:20PM - 5:00PM
Breakout Session
A good dashboard is easier to build than most people think, and the newest features make it faster than ever. This practical, build-focused session starts from a blank canvas and covers best practices that work at any level. Then we put the latest tools to work, drafting a dashboard in seconds with AI, using the new chart widget for clarity, and adding global filters so one view serves every audience. Whether you're building your first dashboard or you're a pro who hasn't caught up on the latest features, you'll leave with an approach you can use right away.
View full session detailsFrom API Confidence to AI Readiness
November 4
1:20PM - 5:00PM
Breakout Session
Many IT teams trust the Smartsheet API but are wary of "AI." Here's the secret: MCP is the API. Every MCP tool call runs through the same permissions and infrastructure your IT team already approved. This session goes deep on what the API actually does today, like standardized project structures, bulk operations, and webhook-triggered automations, and shows how that same foundation, plus growing audit visibility, powers MCP tomorrow. Attendees leave understanding that adopting the API now means AI readiness later.
View full session detailsFrom Hype to Real Workflows: AI as a PMO Teammate
November 4
1:20PM - 5:00PM
Breakout Session
Everyone's talking about AI. Fewer people are showing what it looks like when it's doing real work. This session follows a PMO lead through a single workday, moving from scattered morning inputs to a clear plan of action, with AI as a genuine working teammate. You'll see a live portfolio briefing, a resource analysis that surfaces capacity risks before they become problems, and an intake agent that turns a conversation into a structured project request. No AI background required.
View full session detailsIntake to Archive: The Anatomy of a Complete Solution
November 4
1:20PM - 5:00PM
Breakout Session
In this session, we will guide you through each step of a common project intake process, demonstrating how to create a complete workflow in Smartsheet — from diagramming your solution and creating forms to automating steps and visualizing data with reports and dashboards.
View full session detailsYou've Mastered the Nested IF - Now What?
November 4
1:20PM - 5:00PM
Breakout Session
Before AI, becoming an advanced formula user meant memorizing functions and mastering syntax. Now that AI writes complex formulas from plain-language prompts, advanced users stand apart by knowing how to describe their goals, which functions to request intentionally, and how to fix what AI can't see. We'll cover prompting AI for formulas, explore functions worth requesting by name (MOD, VALUE, COLLECT, HAS, INDEX, MATCH), and troubleshoot beyond syntax issues. You'll leave able to build a final formula faster with fewer errors, and create efficient operations through smarter automation.
View full session detailsFrom One to Many: Solving Scale with the Smartsheet API
November 4
1:20PM - 5:00PM
Breakout Session
Scale breaks things. Here's how the Smartsheet API fixes that. Every Builder and Architect hits the same wall: what works for one sheet or project breaks down at ten, fifty, or five hundred. This session shows how the Smartsheet API solves the "one-to-many" problem through three use cases: standardized project plans across dozens of engagements, replicating a proven structure at scale, and webhook-triggered automations reacting to changes in real time. This is a pattern library: attendees see the API building blocks (templates, bulk operations, webhooks) that solve all three.
View full session detailsBuild It in an Afternoon: Real Skills to Stand Up a Solution
November 4
1:20PM - 5:00PM
Breakout Session
Do you think standing up a Smartsheet solution takes weeks and skills you don't have? It doesn't have to! This session takes you inside a fully built, working solution and pulls back the curtain on exactly how it comes together. You will learn the specific, repeatable skills, concepts, and best practices that make standing up solutions fast, easy to maintain, and simple to hand off to the next team. Whether you are refining an existing solution or leveling up how you build the next one, this session is designed to leave you with real techniques you can put to work immediately.
View full session detailsConnect Your Work to Microsoft Copilot and More: A Deep Dive into MCP Connectors
November 4
1:20PM - 5:00PM
Breakout Session
Your teams already live in their AI tools — so bring Smartsheet to them. This hands-on deep dive covers the Smartsheet MCP connector for Microsoft Copilot. Ask about overdue tasks, risks, or workloads and get live answers straight from Smartsheet data. Update projects, reassign work, or generate reports, all without leaving Copilot. You'll see live demos of how it works and how to set it up for your team. We'll also talk through how to connect to Claude, ChatGPT, and Gemini — connecting your live work data to the AI tool of your choice.
View full session detailsAI Everywhere: From Personal Wins to Organization-Wide Impact
November 4
1:20PM - 5:00PM
Breakout Session
Most organizations have AI running somewhere. Leaders have it running everywhere — across individuals, teams, and the whole org. We'll start with a quick grounding in what we mean by AI and how to get the best value from it (no AI background required), then move straight into examples you can use immediately, from Smart Assist and Smart Columns to the AI Dashboard Builder, MCP connectors, and more. You'll leave knowing which capability to reach for at the individual, team, and org level — and how the value compounds as adoption grows.
View full session detailsExperience Hub
November 4
5:00PM - 6:30PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsWelcome Reception
November 4
5:00PM - 6:30PM
Reception
Ready to turn your connections into real-world opportunities?Kick off your conference experience in the vibrant Intelligent Work Experience Hub, the high-energy destination for networking. More than just complimentary gourmet food and signature beverages, this reception is your chance to solidify the professional relationships you’ve been building.Connect with the People Who Matter: Use the ENGAGE Event App to identify the people you've been connecting with online, then easily meet them face-to-face! This is the perfect setting to transition those scheduled 1-on-1 chats into genuine, productive conversations.Unlock Sponsor Insight: Don't just browse the booths—mingle with our Smartsheet sponsors and staff who are eager to meet you. This is a dedicated, relaxed environment to have direct, high-value conversations with the companies driving innovation in the Smartsheet ecosystem. They’re here to offer exclusive insights, discuss your specific challenges, and explore future partnerships.Go Deep with Experts: Share your direct feedback and gain exclusive product knowledge from the Smartsheet subject matter experts and developers who build and use our products every day.Come ready to learn, offer feedback, and cultivate the powerful professional network that will define your success in 2026!
View full session detailsCoat and luggage check
November 5
7:30AM - 8:30PM
Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748
View full session detailsRegistration
November 5
7:30AM - 5:00PM
Registration
Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsAttendee Breakfast
November 5
7:30AM - 9:00AM
Attendee Meals
Fuel up for the day: Grab a nourishing breakfast and connect with Smartsheet experts before the keynote. Get ready for a full day of learning!
View full session detailsExperience Hub
November 5
7:30AM - 9:00AM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsCoffee Connect
November 5
7:30AM - 9:00AM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsCoffee Connect
November 5
10:00AM - 7:00PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsExperience Hub
November 5
11:20AM - 1:20PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsAttendee Lunch
November 5
11:20AM - 1:20PM
Attendee Meals
Savor a delicious lunch while engaging with Smartsheet experts and fellow enthusiasts. This is a prime opportunity to exchange ideas, share experiences, and build connections with others passionate about driving impactful change within the Smartsheet community. Take advantage of this informal setting to foster meaningful discussions and network with like-minded individuals.
View full session detailsAttendee Party
November 5
5:00PM - 8:00PM
Attendee Party
Start exploring what’s ahead
We’ve released a handful of sessions — click a title for more details.
The query string is a powerful feature built into Smartsheet forms that allows default values to be passed into a form when it’s opened by an end user. Query strings can be hardcoded with values, or dynamically built using Smartsheet formulas. We’ll cover how to use QR codes with built-in query strings to identify the source of a form submission and how to use query strings with update requests to gather additional information post-submission.
In this session, we will guide you through each step of a common project intake process, demonstrating how to create a complete workflow in Smartsheet — from diagramming your solution and creating forms to automating steps and visualizing data with reports and dashboards.
What does it take for your PMO to become adaptive, drive collaborative results, and deliver value? Join us in this session to learn how to deliver results with standardized project execution, provide actionable portfolio insights, and enforce performance governance, all with a focus on value realization.
Delivering work is one thing; demonstrating impact is another. In this session, you will learn how to design executive-ready dashboards in Smartsheet to visualize KPIs, track benefits, and tie outcomes to strategic goals. Whether you are reporting to a PMO or the C-suite, you'll walk away with practical tips to turn your portfolio data into compelling insights that support decision-making.
Tired of chasing updates and approvals? In this session, you will learn how to automate the entire portfolio lifecycle with Smartsheet. From intake and prioritization to approvals, project provisioning, task assignments, status updates, outstanding task alerts, and reporting, you can do it all using a combination of AI and low-code/no-code automation. Discover how Smartsheet Control Center, workflows, and dashboards can help you reduce busywork and free up your time to focus on driving outcomes.
Today's IT teams are challenged by too many tools and too little alignment. This session dives into how Smartsheet can replace siloed point solutions for project intake, planning, time tracking, resourcing, and reporting. Learn how to centralize your portfolio data, eliminate manual work across different systems of record, and give your teams and execs one place to track what matters. Bonus: We will show you how to spot hidden costs in your current tech stack.
This session will share best practices and recommendations for marketers and creatives building Smartsheet solutions. You’ll walk away with a practical guide you can use for your own setup — or share internally to support your team. We’ll also explore the latest Smartsheet features, including new views, the new in-app Control Center, File Library, and Brandfolder,.
What if you could spot risks in your project portfolio without digging through sheets and status updates? In this session, you will learn how Smartsheet AI can automatically summarize project status, flag potential issues, and surface insights buried in updates and sheets. Learn how to use AI to reduce blindspots, improve reporting, and keep stakeholders informed with minimal effort.
Discover how builders and real estate developers can design a comprehensive system that answers critical questions about portfolio status, health, strategic alignment, resource allocation, and future outlook for construction and largescale land development. This discussion will highlight key components like project provisioning, financial system integration, and automated reporting that have streamlined operations and enhanced data-driven decision-making for construction companies.
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