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.
Abstract
This class focuses on creating a Smartsheet form, automated workflows, and harnessing the powerful tools for managing incoming information with ease.
Pre-requisites:
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
