Classroom Academy - Boston
$850 – $950
Classroom Academy - Boston

Classroom Academy - Boston

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25 Burlington Mall Rd

2nd Floor

Burlington, MA 01803

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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 11th: 8am-5pm

April 12th: 8am-4pm

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


We recommend flying into the Boston Logan International airport. Taxis, shuttles and rental cars are all available directly from the airport which you can use to get to Microtek. You can also look at the MBTA website for public transportation options.


There are complimentary parking lots in the front and back of the building.


Microtek offers special rates upon request at this hotel. While making a reservation, request the Microtek rate:

Hyatt House Boston/Burlington

Microtek is also in close proximity to hotels at all price points, including:

Boston Marriott Burlington

Hilton Garden Inn Boston/Burlington

Extended Stay America Boston/Burlington

DoubleTree by Hilton Boston - Bedford Glen

Quality Inn & Suites Lexington

For more information about MicroTek, please visit:

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25 Burlington Mall Rd

2nd Floor

Burlington, MA 01803

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