Through guided demonstrations, the session focuses on setting up projects so Smartsheet can effectively support communication, collaboration, and automation. Participants will explore how to assign work, track progress, and streamline updates using built-in features such as automation, comments, and templates.
Register in the UC Learning Center
(MyAccess login required)
The workshop emphasizes best practices in project structure and task design ensuring projects are set up for success and ready for more advanced management and reporting in the next level.
Whether you're planning a single project or managing multiple teams, this session equips you with the tools to stay on track and deliver successful outcomes.
Learning Objectives:
- Build and structure a project in Smartsheet
- Design clear, effective tasks and dependencies
- Assign ownership using strong accountability practices
- Track and maintain up-to-date project progress
- Use basic automation and collaboration features
Cost: Free to attend. During registration, you will be asked to provide your department’s chart of accounts. A $75 fee will apply only if you cancel your registration within 7 days of the workshop or fail to attend. If you are unsure of your department’s chart of accounts, please check with your supervisor or department budget administrator.