User Education

Agenda

Discover new ways to use the Smartsheet platform, and turn those insights into action.

October 2, 2018

11:00 AM
to 12:00 PM

Gather Information at Scale (Beginner)

Smartsheet forms are the fast, easy way to collect and act on information in Smartsheet. Join us to learn how to use web forms to streamline intake, structure your sheet to stay current on new requests, and assign next steps to your team. You'll learn how to transform customer surveys, collateral requests, ticketing systems, and more.

11:00 AM
to 12:00 PM

Become a Workflow Design Expert (Beginner)

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

1:00 PM
to 2:00 PM

Expanding Your Reach With Smartsheet for iOS and Android (Beginner)

In this session, you'll learn how to get started with Smartsheet for iOS and Android, and get ideas for how to integrate their powerful capabilities into your team’s daily work. Leave with useful how-tos for taking your team's real-time collaboration to the next level.

2:15 PM
to 3:15 PM

Deep Dive into Project Sheets (Advanced)

Are you a project manager new to Smartsheet? This session will discuss how to get the most out of your project plans in Smartsheet.

2:15 PM
to 3:15 PM

System Administration Deeper Dive (Advanced)

Taking adminning to the next level! Join us to learn about SSO, provisioning, and configuring Smartsheet for the enterprise.

3:45 PM
to 4:45 PM

Build Your Own Smartsheet Solution (Beginner)

Come learn how to build the foundational components of your own solution, and then bring it to life with templates, workspaces, and reporting. You'll see examples of some of our most successful Smartsheet solutions in action, and leave armed with ideas for new and better ways to get work done.

3:45 PM
to 4:45 PM

So You Just Became the Smartsheet System Admin (Intermediate)

In this session, you'll learn the basics of system administration including adding users, applying licenses and groups, resourcing, and more — so you can sys admin like a pro!

October 3, 2018

11:00 AM
to 12:00 PM

Project Sheets for the Non-Project Manager (Intermediate)

Comfortable with Smartsheet but hesitant to use a project sheet? Fear not, this session will look at the project sheet through the eyes of a non-project manager to help you take your planning and organization to the next level.

11:00 AM
to 12:00 PM

Getting Started With Actions and Alerts (Beginner)

It's easy to get started with Smartsheet alerts and actions! Starting with row-level actions and finishing with automated sheet actions, you'll leave this session with ideas for putting these time-saving features into use immediately.

1:00 PM
to 2:00 PM

Getting the Most Out of Your Dashboards (Intermediate)

What differentiates a good dashboard from a great dashboard? This session will give you Smartsheet best practices to make your dashboards come alive.

1:00 PM
to 2:00 PM

Create Visibility and Unlock Insights With Smartsheet Dashboards & Portals (Beginner)

Learn how to build out your work in Smartsheet, in both sheets and reports, to fuel a dashboard 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 dashboards and portals so that they are easy to digest, and beautifully display your most important metrics and resources.

1:00 PM
to 2:00 PM

Smartsheet Has an API? What Is That and Why Would I Want to Use it? (Beginner)

Have you heard the term API and have no idea what it means? This session explains the basic concepts and how a company can leverage the Smartsheet API to build powerful solutions that take their work execution to a new level.

2:15 PM
to 3:15 PM

Getting the Most Out of Your Portals (Intermediate)

Bring your teams together and keep them on the same page with easy-to-create and maintain centralized information portals. This session will give you examples and tips to get the most our of your Smartsheet portals.

2:15 PM
to 3:15 PM

Preparing for Your Product Certification (Beginner)

Going to take the Product Certification Exam soon? Let us help you prepare, discuss the flow of the exam, and help you along your way to becoming a Smartsheet Product Certified professional.

2:15 PM
to 3:15 PM

Tips and Tricks for the Smartsheet API (Advanced)

Comfortable with coding and working with the Smartsheet API? Attend this session to learn valuable tips and tricks to get the most out of your API integrations.

3:45 PM
to 4:45 PM

Preparing for Your Solution Certification (Intermediate)

Going to take the Solution Certification Exam soon? Let us help you prepare, discuss the flow of the exam, and help you along your way to becoming a Smartsheet Solution Certified professional.

3:45 PM
to 4:45 PM

Getting Started With Formulas (Beginner)

Formulas in Smartsheet are a key component of successful work management. This session will walk you through the basic steps of creating formulas, discuss the top five functions, and get you started on your path to using formulas successfully.

3:45 PM
to 4:45 PM

Save Time and Increase Efficiency With Formulas (Intermediate)

In this session, you'll learn how to build formulas 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.

October 4, 2018

9:45 AM
to 10:45 AM

Tips, Tricks and Troubleshooting Reports (Intermediate)

This session will help you become a reporting expert! Learn how to consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. Know when and where to use reports, and how to troubleshoot when needed to get the best possible results.

9:45 AM
to 10:45 AM

Introduction to Smartsheet for Jira (Intermediate)

Just getting started with your Jira integration? Or wondering why you would? This session introduces the basic terms you should know and how the Smartsheet for Jira connector can add value for your organization.

9:45 AM
to 10:45 AM

Smartsheet Reports: Increase Transparency and Accelerate Productivity (Beginner)

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 learn 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.

11:00 AM
to 12:00 PM

Leverage Card View to Make Your Business More Agile (Intermediate)

Agile methodology has changed the speed of business and allows new innovations to surface quickly. Learn how to leverage Card View to break work into small, realizable goals and increase the speed of your 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.

11:00 AM
to 12:00 PM

Getting the Most From Actions and Alerts (Intermediate)

Take your use of Smartsheet automation features to the next level with this deeper dive into notifications, approvals, and more. You'll learn tips and tricks for getting the most out of these powerful yet simple to set up features.

11:00 AM
to 12:00 PM

Taking Formulas to the Next Level (Advanced)

In this session, you'll learn the most advanced use of Smartsheet formulas, including functions such as ATCELL, VLOOKUP, INDEX and more.