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Smartsheet Essentials: From Creation to Collaboration for Enhanced Productivity

Class Code Date Delivery Method Cost
  • Tue Jun 25, 9:00 am to 12:00 pm
Cardinal Hall at Redwood City C144 (IT Training Room) - 1 session $300
  • Fri Jul 26, 9:00 am to 12:00 pm
Live Online - 1 session $300

Before each session, 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.

Explore the basics of creating and managing work within a single sheet. You will be introduced to cell linking, reporting, and automated alerts and actions. You will explore the different Smartsheet views and how these views can maximize engagement and organization. You will also find out more about the many ways to collaborate inside of Smartsheet through sharing, sending, publishing, and update requests to internal and external collaborators.


Discover how Smartsheets can help increase work agility and collaboration by providing a powerful platform for planning, organizing, managing, reporting, and automating work.

Students should have a basic knowledge of Excel.


Upon completion, participants should be able to:

  • Implement organizational best practices to increase readability
  • Use the appropriate Smartsheet features to collaborate effectively
  • Visualize your work by leveraging all the views in Smartsheet

Course Content:


  • Maneuver Smartsheet environment by learning how to create and organize your work
  • Organize work with hierarchies
  • Edit columns to improve sheet functionality
  • Increase efficiency with different formatting and viewing
  • Centralize communication with the use of comments and attachments
  • Create basic formulas
  • Introduction to the views: Gantt, Calendar & Card
  • Fundamentals of Project Management in Smartsheet


  • Use update requests to obtain information from external collaborators
  • Build conditional formatting rules to track updates and information visually
  • Set up automated alerts and actions to notify collaborators
  • Set row and sheet level reminders


  • Send work via sending a row and sending a sheet
  • Share work by inviting collaborators and assigning permission levels
  • Print and publish sheets to allow greater audiences to view your work
David Casuto

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

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.