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Smartsheet Workshop: Automate Your Workflow

Class Sessions

Date Location Cost
  • Mon Nov 23, 9:00 am to 12:00 pm
Live Online $300

Class Code

ITS-2053

Class Description

Effective immediately in response to COVID-19, all Technology Training classes will be delivered online until further notice.

In advance of each session, Tech Training will provide you with a Zoom link to your class, 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, or students. A valid SUNet ID is needed in order to enroll in a class.