Learning Resources

Back to Support Center

Everything You Need for Success

You can customize Smartsheet to work for any of your project or process needs. We’ll show you how. Whether you’re just starting out, or are a power user looking for new ideas, we offer hands-on training to ensure you get the most out of Smartsheet. Sign you and your team up for the training that works for you.


 

Live Online Training

Attend these weekly, interactive webinars with our Smartsheet Expert Services team to learn everything from getting started to using advanced features.

Reserve a spot for you and your team today. Check back soon, as we’re always adding new sessions and dates.

Online Training for Trial Customers

Perfect for:

Smartsheet users in free trials. This webinar provides an overview of Smartsheet's basic features and how you can use it to manage a variety of projects.

What you'll learn:

  • Basic use, Tips & Tricks
  • How to improve your productivity
  • Using Smartsheet to collaborate
  • Question & Answer time

Can't make a session? View a video of a previous session here.

Smartsheet Onboarding

Perfect for:

First time users who want to learn how to set up their Smartsheet account, create custom sheets, and start collaborating with others.

What you'll learn:

  • Create an account
  • Build and format a sheet
  • Share your work with others
  • Generate alerts and reminders
  • Import and Export data

Smartsheet Advanced Functionality

Perfect for:

Users who already have a basic understanding of Smartsheet (familiar with the contents covered in our Smartsheet Onboarding training) and want to learn more advanced features.

What you'll learn:

  • Using Gantt charts and Dependencies
  • Construct web forms
  • Automate reporting
  • Generate cell links

Work Smart Webinars for Existing Customers

Work Smart Webinar: What's new in Smartsheet Sights

What you'll learn:

  • What are Smartsheet Sights and how do I get them?
  • How do I create a Sight in Smartsheet.
  • What are the new widget types and functionalities in Sights.

Smartsheet Integration Webinar: Automate Workflows using Smartsheet + Azuqua

What you'll learn:

  • Understand what is Azuqua and how does it help automate work?
  • Learn different ways to automate workflows within Smartsheet using Azuqua.
  • Learn how to build customized integrations between Smartsheet to other Apps using Azuqua.

Smartsheet Integration Webinar: Create a Dynamic Calendar View with Custom App

What you'll learn:

  • Learn how to build a custom calendar with the custom app.
  • Learn how to integrate rich details, create multiple views and align across teams using the custom calendar tool.
  • Learn about different use cases for the Custom Calendar App.

Smartsheet Integration Webinar: Introduction to Apps & Integrations

What you'll learn:

  • Where to find out about Apps & Integrations.
  • How to access Smartsheet Labs.
  • How to build your own custom integration.

Work Smart Webinar: Project Management for Non-Project Managers

What you'll learn:

  • Learn what a Project Sheet is in Smartsheet.
  • Learn about the column types used in a project sheet.
  • Understand the fundamentals of building a project sheet from scratch.

Smartsheet Integrations Webinar: Manage Requests and Track Tickets with Custom App

What you'll learn:

  • Learn how to build a custom request management/ticketing process with the custom app.
  • Learn how to integrate an adaptable system across your Smartsheet environment to standardize intake and provide visibility & transparency.
  • Learn about different use cases for the Status View Application.

Work Smart Webinar: Improve Transparency with Reporting and Cell Linking

What you'll learn:

  • How to use Reporting to summarize data across multiple sheets.
  • How to use Cell Linking to create a dashboard.
  • When to use Reporting vs when to use Cell Linking.

Work Smart Webinar: Improve Performance with Smartsheet Sights

What you'll learn:

  • What is are Smartsheet Sights and how do I get them?
  • How do I create a Sight in Smartsheet.
  • Sights use cases & best practices.

Work Smart Webinar: What's New in Smartsheet

What you'll learn:

  • Learn how to insert images into your grid.
  • Learn how to share an individual sheet from your workspace without sharing the entire workspace.
  • Learn how to granularly publish sheets and reports within your organization.

Work Smart Webinar: Collaboration Tools & Best Practices

What you'll learn:

  • Understand how to effectively keep your team on track using Alerts.
  • Understand how to collaborate and take action on individual row(s) in Smartsheet without sharing your entire sheet.
  • Understand the different ways that you can publish your sheet.

Work Smart Webinar: New Product Development Solution

What you'll learn:

  • Learn to lay the ground work of a successful launch plan.
  • Learn to build a development plan and a process for ensuring quality.
  • Understand the fundamentals of building a cohesive product development process.

Work Smart Webinar: Smartsheet Sights Design Best Practices

What you'll learn:

  • Learn how to surface roll up information in your sheet to Sights.
  • Learn best practices for setting up reports to surface in your Sights.
  • Learn how to use color, images and conditional formatting in your Sight.

Work Smart Webinar: Improve Performance with Smartsheet Sights

What you'll learn:

  • What is are Smartsheet Sights and how do I get them?
  • How do I create a Sight in Smartsheet.
  • Sights use cases & best practices.

Work Smart Webinar: Pipeline Management Solution

What you'll learn:

  • Learn to build a strong opportunity pipeline.
  • Learn how to manage the progress of the biggest deals in your pipeline.
  • Understand the fundamentals of building a cohesive pipeline management process.

Work Smart Webinar: Create a Dynamic Calendar View with Custom App

What you'll learn:

  • Learn how to build a custom calendar with the custom app.
  • Learn how to integrate rich details, create multiple views and align across teams using the custom calendar tool.
  • Learn about different use cases for the Custom Calendar App.

Work Smart Webinar: Audit, Compliance & Security

What you'll learn:

  • How to properly manage the external audit process.
  • How to stay in compliance with industry security standards.
  • How to properly protect your organizations secure information.

Work Smart Webinar: Manage Requests and Track Tickets with Custom App

What you'll learn:

  • Learn how to build a custom request management/ticketing process with the custom app.
  • Learn how to integrate an adaptable system across your Smartsheet environment to standardize intake and provide visibility & transparency.
  • Learn about different use cases for the Request Management Application.

Work Smart Webinar: Employee Relations & Compliance Solution

What you'll learn:

  • Learn to track employee issues, risks and regulatory requirements.
  • Learn to build a process to ensure employee exists are smooth and efficient.
  • Understand the fundamentals of building a comprehensive employee on boarding and off boarding process.

Work Smart Webinar: Automate Workflows using Smartsheet + Azuqua

What you'll learn:

  • Understand what is Azuqua and how does it help automate work?
  • Learn different ways to automate workflows within Smartsheet using Azuqua.
  • Learn how to build customized integrations between Smartsheet to other Apps using Azuqua.

Work Smart Webinar: Use web forms to improve efficiency

What you'll learn:

  • How to create and edit a web form.
  • How to brand and customize a web form.
  • Use cases for web forms.

Learn from the Community Around You

What you'll learn:

  • Introduction to the Smartsheet Online Community.
  • How to get set up on the Community.

Work Smart Webinar: Sales Enablement Solution

What you'll learn:

  • How to streamline the sales enablement process, track leads, and close more deals.
  • How to build and manage a territory plan.
  • How to keep sales content accessible and up to date.

Work Smart Webinar: Get more out of your sheet with formulas

What you'll learn:

  • How to build formulas.
  • How to get new insights from your data using formulas.
  • How to save time using formulas to automate your work.

Work Smart Webinar: Recruiting & Talent Acquisition Solution

What you'll learn:

  • Learn to efficiently manage the recruiting & talent acquisition process
  • Learn to manage the recruitment budget
  • How to properly plan and execute on a recruitment plan

 

Smartsheet Academy

The Smartsheet Academy uses a combination of presentations, real-world scenarios, hands-on exercises, and one-on-one time with Smartsheet experts. You’ll learn how to build and implement a workflow in Smartsheet using advanced features like reporting, web forms, and cell linking to help customize your projects.

More info about Smartsheet Academy or Contact Smartsheet

 

On-Demand Training