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Communicating with Smartsheet

Before each live online session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

Most Technology Training classes will be delivered online until further notice.

Before each session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

 

This course is designed for Smartsheet users looking for best practices to communicate information from their sheets.

This class will explore the different ways to communicate information in Smartsheet through sharing, sending, publishing, and updating requests to internal and external collaborators.

 

Pre-requisites:

Learners should have a basic knowledge of creating sheets in Smartsheet

 

Topics Include: 

 

Collaboration

  • Use update requests to obtain information from external collaborators
  • Build conditional formatting rules to track updates and information visually
  • Set up automated alerts and actions to notify collaborators
  • Set row and sheet-level reminders
 

Communication

  • Send work via sending a row and sending a sheet
  • Share work by inviting collaborators and assigning permission levels
  • Print and publish sheets to allow greater audiences to view your work
  • Cell link an individual cell across sheets
  • Create a report based on single criteria
  • Create a dashboard with information from sheets and reports for your stakeholders
Don Cameron

Don Cameron

Don is the Instructional Design lead in Technology Training, and has been at Stanford since 1998. He teaches collaboration and communication classes, along with courses on Google Apps, Smartsheet, and survey design.

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training.

Special Group Rates

For groups of 5 or more, special rates are available. Please contact techtraining@stanford.edu for more details.

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.