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Smartsheet: Tips and Tricks

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 Smartsheet:

Tips and Tricks course is designed to help you improve your proficiency in using Smartsheet and maximize its capabilities.

Prerequisite:

Attendees should have previously completed the Smartsheet: Basics and Best Practices course, or have a working knowledge of creating and editing Smartsheets.

Throughout this course, you will learn a range of practical tips and tricks to help you streamline workflows, increase productivity, and improve collaboration with your team.

Some of the topics covered include:

  • Workflows - Automated alerts and approvals
  • Generate PDF documents based on row information
  • Effective use of WorkApps to share information with the right people.
  • Using hyperlinks to group documents
  • Working with templates

By the end of the course, you will have a deeper understanding of Smartsheet's capabilities and be able to use it more effectively to manage projects, track data, and collaborate with your team. You will gain valuable insights and practical tips for using this powerful tool.

Upon completion, participants will have the opportunity to: 

  • Use workflows to automatically create PDFs for specific rows.
  • Create WorkApps to effectively share information with editors and stakeholders.
  • Discover the formulas that work best for them
  • Add links to their sheet for quick reference to other documents

Join us for this informative course and take your Smartsheet skills to the next level!

Don Cameron

Don Cameron

Don is the Instructional Design lead in Technology Training and has been at Stanford since 1998. He teaches collaboration and communication classes, as well as courses on Smartsheet, Artificial Intelligence, Google Apps, 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.

Special Group Rates

For groups of 5 or more, special rates are available. Please contact techtraining@stanford.edu for more details.

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.