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Class Schedule

Smartsheet: Creating Effective Workflows

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


This highly-interactive workshop is intended to provide hands-on experience with creating and managing automated workflows in Smartsheet.

Automating your work with Workflows is necessary to get the most out of Smartsheet.

David Casuto

David Casuto

David Casuto is a 20-year veteran in the fields of software training, curriculum design, and training facilitation.

Program Description

Discover how to streamline collaboration and automate key processes in Smartsheet. This hands-on course explores essential workflow features, from managing sharing and permissions to setting up automation that keeps teams informed and projects on track.

By the end of this session, participants will be equipped with practical strategies for enhancing efficiency, improving coordination, and keeping teams aligned using Smartsheet workflows.

Topic Outline
  • Collaboration & Sharing – Manage sharing settings, permissions, and Workspaces for secure and efficient teamwork.
  • Communication & Tracking – Send update requests, automate alerts, and track changes with Highlight Changes, Cell History, and the Activity Log.
  • Automation & Efficiency – Set up alerts, reminders, and update requests to reduce manual follow-ups and keep work moving.
  • Seamless Data Sharing – Publish sheets, send rows, and attach reports for easy access and distribution.
  • Workflow Automation – Configure triggers, conditions, and actions using the Automation menu to create dynamic workflows.
Prerequisites

Basic knowledge of creating Smartsheets

 

Credits
  • 3 Professional Development Units (PDU)
  • 0.3 Continuing Education Units
  • 3 Professional Development Hours
  • Stanford Technology Training Program Certificate of Completion Awarded

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.