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Smartsheet: Creating Effective Workflows

Class Code Date Delivery Method Cost
ITS-2053
  • Thu Jul 18, 9:00 am to 12:00 pm
Ventura Hall (Room 1) - 1 session $200

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

 

Prerequisites: Basic knowledge of creating Smartsheets

 

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

 

In this class/workshop, a Smartsheet expert will be on hand to provide individual help with your current workflows.

 

Topics covered include:

  • Collaboration -- Managing sharing, permissions, Workspaces
  • Sharing (Items, Workspace, Permissions)
  • Manual Update Requests
  • Automated alerts
  • Send Row
  • Tracking Changes (Highlight Changes, Cell History, Activity Log)
  • Send as attachment (sheet)
  • Publish a sheet
  • Automation menu
  • Automatic alerts, reminders, and update requests
  • Alerts (triggers, conditions, actions)
  • Site interface (Search, Notification Center, help menu, launcher, and personal settings)
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


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.