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.
Set personal settings
Creating new Sheets
Making alignment, font and color changes
Assigning number formats
Using format painter
Applying Conditional Formatting
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
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
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
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
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
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.
WHAT TO BRING
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.
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
For more information about Capital Factory, please visit: http://capitalfactory.com/
Again, welcome and we look forward to meeting you! We'll send more details and reminders a few weeks prior to the training.
The Smartsheet Team