$950 – $1,050

Classroom Academy - San Francisco

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655 Montgomery Street

Suite 400

San Francisco, CA 94111

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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



May 3rd: 8am-5:00pm

May 4th: 8am-4:00pm

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


We recommend flying into the San Francisco International Airport. Taxis, shuttles and rental cars are all available directly from the airport which you can use to get to Microtek.

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


655 Montgomery Street Garage

Pricing: $5/30 minutes, $25 daily max, $20 early bird special (in by 9:00 am, out by 7:00 pm)

Hours of operation: M-F, 6:00 am – 7:00 pm

Portsmouth Square Garage

Pricing: $3/hour

Hours of operation: 24 hours, 7 days a week

622 Washington Street Garage

Pricing: $10/hour

Hours of operation: M-F, 6:00 am - 9:00 pm

Golden Gateway Garage

Pricing: $7/hour, $38 daily max, $20 early bird special (M-F only, in by 8:30 am, out by 10:00 pm)

Hours of operation: 24 hours


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

Club Quarters

Hilton San Francisco Financial District

Sir Francis Drake (A Kimpton Hotel)

The Orchard Garden Hotel

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

Le Meridien

San Francisco Marriott Union Square

The Westin St Francis San Francisco on Union Square

Hotel G San Francisco

For more information about Microtek, please visit: https://www.mclabs.com/room-rentals/microtek-san-francisco/

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655 Montgomery Street

Suite 400

San Francisco, CA 94111

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