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Working Smarter with Smartsheet: Practical Applications

Class Code

ITS-2044

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.
 

 

Go beyond the basics of Smartsheet as this class covers the essentials of managing your work. Discover how to customize a form, create various reports, linked sheets to share with stakeholders, and building a Dashboard with customizable widgets.

 

Upon completion, participants should be able to:

  • Use the collaboration suite of tools to keep tasks on track
  • Create formulas to increase automation and productivity
  • Know when to best utilization cell linking vs reporting
  • Use Forms to gather information
  • Create Dashboards to display key metrics from active projects

 

Topics Covered Includes: 

  • Cell Linking & Formula
  • Cell Link data
  • Perform Calculations with linked data

 

Reporting 

  • Creating New Reports
  • Sharing Reports
  • Editing Existing Reports

 

Forms

  • Optimizing the Intake Sheet
  • Creating a New Form
  • Distributing a Form
  • Editing/Cloning Forms

 

Dashboards

  • Creating Dashboards
  • Review all 8 widgets
  • Widget organization
  • Sharing Dashboards

 

 

University IT Technology Training classes are only available to Stanford University staff, faculty, students and Stanford Hospitals & Clinics employees. A valid SUNet ID is needed in order to enroll in a class.

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.