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Creating and Managing Smartsheet Forms

Class Code Date Delivery Method Cost
  • Mon Aug 12, 9:00 am to 12:00 pm
Live Online - 1 session $300

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

Note: This class offers an option for online and in-classroom sessions. Participants attending an in-person class will need to adhere to the Stanford Health Check guidelines.

This class explores how to intake data into a Smartsheet using a form. You will be introduced to creating forms for incoming data and utilizing automation and notifications to enhance your workflow.
This class focuses on creating a Smartsheet form, automated workflows, and harnessing the powerful tools for managing incoming information with ease.
Learners should have a basic knowledge of creating and editing Smartsheets, or have taken the Smartsheet Basics class. 
Learning Objectives
You will have the opportunity to learn how to:
  • Create a form from scratch
  • Manage incoming data from form responses
  • Practice building a workflow to get information from forms to the right people
Topics covered include:
  • Creating a form
  • Managing form responses in Sheet view
  • Create automated workflow alerts based on survey submissions
Emily Grime

Emily Grime comes from a Project Management biopharmaceutical background taking projects from start to finish working through FDA approvals, clinical trials, and global partners to exceed expectations for on time delivery.

Custom training workshops are available for this program

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

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.