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: 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: 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: 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: How to Track Performance across a Team in Smartsheet


What you'll learn:

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

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.

Automatically merge data from Smartsheet into a Document


What you'll learn:

  • How to create a document that can automatically merge in data from Smartsheet
  • How to share and store merged documents in Smartsheet

Keeping My Team on Track


What you'll learn:

  • Learn how to use alerts to keep your team on track
  • Learn how to collaborate with users outside of the Smartsheet environment
  • Learn how to share to different audiences depending upon their role and what you want them to accomplish

Creating an Annual Review Process


What you'll learn:

  • How to design a Performance Management workflow
  • How to design a Annual Review Process
  • Performance management best practices

Improve project transparency with reporting and dashboards


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

Using Smartsheet for Budget Planning


What you'll learn:

  • How to create a budget sheet in Smartsheet
  • Budget sheet best practices in Smartsheet

Creating a Master Calendar


What you'll learn:

  • How to build a master calendar view
  • How to publish a master calendar view
  • Master Calendar best practices

Smartsheet Mobile App


What you'll learn:

  • Learn how to set up the mobile app
  • Learn how to drive efficiency with the mobile app
  • Learn about mobile ready functionality

Who Changed my sheet?


What you'll learn:

  • How to use Alerts
  • How to see who's made changes to my sheet
  • How to back up my work

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

Request, Prioritize, Track


What you'll learn:

  • How to build a request management workflow in Smartsheet
  • How to set up an approval process in Smartsheet


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