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Smartsheet: Creating Effective Workflows

Class Code


Class Description

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

Before each sesson, 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)

University IT Technology Training classes are only available to Stanford University staff, faculty, students, and Stanford Hospitals & Clinics employees, including Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health. A valid SUNet ID is needed to enroll in a class.