$850 – $950

Classroom Academy - Austin

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Capital Factory

701 Brazos Street

16th Floor

Austin, TX 78701

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Event description


This class is for new users and those who already use Smartsheet but want to learn to work more efficiently in a team environment. Using a combination of presentation, real-world scenarios and hands on activity, this class gives you the tools to successfully build and implement a workflow in Smartsheet and utilize features like reporting, web forms and cell linking to work more efficiently.

Course Outline

Smartsheet Essentials

Set personal settings

Creating new Sheets



Building Hierarchies

Creating Columns


Making alignment, font and color changes

Assigning number formats

Using format painter

Applying Conditional Formatting

Web Forms

Creating a web form

Add & remove fields on a web form

Change field settings

Deploy a web form


Overview of collaboration tools/process

Understanding Workspaces and Sharing

User management overview

Sending Update Requests

Setting Notifications

Using Discussions

Cell Linking

Consolidate data across sheets

Create Inbound and Outbound Cell Links

Remove Cell Links


When to use Reports vs. Cell Linking

Use the Report Builder tool

Send and schedule Reports

PM Basics

Understanding the project sheets

Using project Templates

Create a project plan utilizing Duration and Dependencies

Apply Conditional Formatting to a Gantt chart


Overview of Sights

Understanding Sight design

Create a Sight from Sheets & Reports

Using Formulas

Referencing Cells in Smartsheet

Creating Formulas with operators

Copying Formulas and changing the type of Cell Reference

Using SUM and COUNT functions

Using the CHILDREN function in Hierarchies

Understanding Workflows

Learn how to design solutions in Smartsheet by connecting multiple capabilities and components

See how to diagram a Workflow before you start building your Smartsheet

Scenario Activity

Build and manage a Workflow in Smartsheet

Apps & Integration

Review the Smartsheet Apps gallery

Understand the tools and apps available from the gallery to create charts, merge with Google Docs and Google Forms



April 26th: 8am-5pm

April 27th: 8am-4pm

Light breakfast, lunch and snacks included both days. There will also be a happy hour after the first day.


A laptop computer with Wi-Fi access and power cord. Anything else you’ll need to be fully functional with Smartsheet.


We recommend flying into the Austin-Bergstrom International Airport (AUS). Taxis, shuttles and rental cars are all available directly from the airport which you can use to get to Capital Factory.

If traveling by train, bus or other transportation, let us know and we can provide more specific instructions.


Metered parking is available on the block surrounding the Omni Hotel/Austin Centre Building. During the hours below, metered parking costs $1 per hour and is limited to 3 hours. Metered parking is free during the hours not listed. Meters take MasterCard, Visa, debit cards, or coins.

Meter Hours:

  • Between Cesar Chavez and 10th Street, and between IH-35 and Lamar Blvd

  • Mon - Wed: 8am - 6pm

  • Thurs/Fri: 8am - Midnight

  • Saturdays: 11am - Midnight

Metered parking is free on Monday, Tuesday, and Wednesday evenings after 6pm

Nearby street lot or garage parking is available with prices starting at $7 per day.

The Omni Hotel parking garage prices are as follows (with the exception of special events).

  • $6 (first hour)

  • $2 (every 20 minutes after)

  • $24 (all day)

Valet parking is available at the Omni Hotel valet located on 8th street between Brazos and San Jacinto.

Additional information on downtown parking can be found here:



Capital Factory is in close proximity to hotels at all price points, including:

Omni Austin Hotel Downtown

InterContinental Stephen F. Austin

Hyatt Place Austin Downtown

JW Marriott Austin

Holiday Inn Express & Suites Austin Downtown

Sheraton Austin at the Capitol

The Westin Austin Downtown

W Austin

For more information about Capital Factory, please visit: http://capitalfactory.com/

The Smartsheet Team

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Capital Factory

701 Brazos Street

16th Floor

Austin, TX 78701

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