Learning Resources

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 101: Getting Started

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

Can't make a session? View a video of a previous 'Smartsheet 101' session here.

Smartsheet 201: Advanced Functionality

Perfect for:

Users who already have a basic understanding of Smartsheet (familiar with the contents covered in our Smartsheet 101 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

Can't make a session? View a video of a previous 'Smartsheet 201' session here.

Smartsheet Q&A: Ask a Smartsheet Expert

Perfect for:

Users who have specific questions about Smartsheet. In this Q&A session, you set the agenda. Speak with a product expert about any Smartsheet topic you have.

What you'll learn:

  • Feature questions from live users
  • Advanced product features
  • Any topic you want to cover

This session is intended to educate users on product features.
Technical troubleshooting questions should be sent to support@smartsheet.com.

Work Smart Webinars for Existing Customers

Work Smart Webinar: Program Management Office Solution

What you'll learn:

  • How to build the foundational elements for successful project oversight.
  • How to communicate critical project information and success metrics.
  • Understand best practices around building a world class program management office.

Work Smart Webinar: Combine Smartsheet & DocuSign to simplify contract processes

What you'll learn:

  • How to streamline your process for any document requiring signature.
  • How to auto-fill Smartsheet data into DocuSign documents.
  • How our DocuSign integration automates document storage.

Work Smart Webinar: Content Marketing Solution

What you'll learn:

  • Learn to build the framework for a strong content marketing strategy .
  • Learn to plan content around a single editorial calendar.
  • Understand best practices around aligning channels with people, dates, and content.

Work Smart Webinar: Building Better Sheets

What you'll learn:

  • Consider your shared audience and your process when building a sheet.
  • Learn about the column types in Smartsheet and how they drive functionality.
  • Learn best practices in sheet architecture including hierarchy, formatting and resources to get the most out of your Smartsheet experience.

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.

Work Smart Webinar: Work Better Together with 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 Solution Webinar: Project & Task Management

What you'll learn:

  • How to manage individual and team projects from start to finish.
  • How to simplify reporting around project status.
  • How to build a simple roll up view across multiple projects.

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: Automate Your Workflows with Smartsheet + Azuqua

What you'll learn:

  • Learn how to build an automated conditional notification within Smartsheet using Azuqua.
  • Understand 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: Event Management Workflow

What you'll learn:

  • How to create a master event plan that links to supporting plans .
  • How to capture and track attendee registrations.
  • How to stay on track on event day using a checklist.

Work Smart Webinar: How to Track Performance across a Team in Smartsheet

What you'll learn:

  • Learn how to use cell linking to create a performance mangement workflow.
  • Learn how to share different phases of your performance management workflow with different stakeholders.

Work Smart Webinar: System Administrator Training

What you'll learn:

  • Learn how to set up your Smartsheet team or enterprise account.
  • Learn the different user types and how to assign them in your account.
  • Learn best practices for account management.

Work Smart Webinar: Streamline List creation and management

What you'll learn:

  • Learn how to build a reference list workflow in Smartsheet.
  • Learn how to use web forms and reporting to make your workflow dynamic and easily managed.

Work Smart 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 Portfolio Roll Up Solution

What you'll learn:

  • Learn how to customize a project template.
  • Learn how to link project templates to a Portfolio Master Calendar and Portfolio Risk Tracker.

Work Smart Webinar: New Features - Web Form Authorization and Find & Replace

What you'll learn:

  • Learn how to quickly find and replace words or phrases in your sheet.
  • Learn how to automatically identify web form entries using new functionality.


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.


On-Demand Training