Smartsheet ENGAGE 2024 in Seattle
On-demand sessions
Access 60+ actionable sessions spanning seven learning tracks and across user levels, from Smartsheet beginners to power users.
Making meaningful change with Smartsheet
From driving organizational change to the art of project prioritization, this track provides insights into how Smartsheet experts and customers have overcome real-world challenges with scalable solutions.
Become a demand intake pro
Intermediate
Transform your work intake process with Smartsheet. Learn how to streamline incoming requests, quickly review and prioritize, and provide leaders with the insights necessary to drive strategic decisions.
Drive organizational change without friction
Intermediate
Discover strategies for implementing human-centric change initiatives, ensuring smoother transitions and higher adoption rates. Plus, you’ll gain insights on how to build support, foster engagement, and leverage Smartsheet to facilitate seamless change management.
From projects to programs to portfolios
Intermediate
Tune in to understand the commonalities and differences between projects, programs, and portfolios and how you can achieve effortless standardization and scale. Learn how to align and prioritize your projects with organizational goals, codify and scale best practices, allocate resources, execute, and deliver with ease.
How to evolve your PMO to focus on value delivery
Intermediate
Wondering how your PMO can adapt, work better together, and deliver real value? We'll show you how to manage projects consistently, get useful insights from your data, and keep everyone on track, all while focusing on delivering value.
How to get your marketing department to embrace Smartsheet
Introductory
Are you looking to bring Smartsheet to your marketing department, but unsure how to get buy-in from your team? This session is designed to help you effectively communicate the benefits of Smartsheet and drive its adoption within your marketing organization.
Perfecting the art of IT project prioritization
Intermediate
How do you prioritize when every project in your backlog seems equally important? Discover the key to success: setting measurable objectives, scoring projects based on strategic alignment, and prioritizing high-value initiatives. Learn how to focus on what truly matters in a resource-constrained world.
Elevate marketing’s strategic influence: Positioning the marketing department as a strategic partner
Intermediate
This comprehensive session will guide you through creating and optimizing a marketing work management solution that not only enhances visibility and decision-making, but showcases marketing as a key strategic player.
Power your marketing potential with Smartsheet
Intermediate
This session showcases how Smartsheet can unify your marketing workflow, enabling your team to deliver value and impact consistently. Discover how to break down silos, streamline workflows, and use data-driven insights to make informed decisions.
Service Delivery excellence with Smartsheet
Introductory
Explore how Smartsheet empowers service delivery organizations with process and project management. In this session, you'll learn how SoftwareX leverages Smartsheet to streamline customer interactions, from lead generation to invoicing, while enhancing project management, optimizing resource use, improving risk monitoring, and fostering better collaboration for PMOs and program managers.
Smartsheet for Services Delivery
Intermediate
Learn how you can deliver exceptional customer experiences by integrating Smartsheet with your tech stack to deliver projects collaboratively, drive visibility, and achieve uber efficiency.
Expanding your Smartsheet skillset
Whether you’re just getting started with Smartsheet or an advanced user, you’ll discover how to maximize core Smartsheet features in this track.
Advanced power-user tips to up-level your Smartsheet experience
Advanced
Join our session to uncover strategies that will transform your Smartsheet experience. We’ll cover powerful automation tips that will help you manage work at scale utilizing the functionality of the core Smartsheet app.
Leveraging the query strings in forms
Advanced
The query string is a powerful feature built into Smartsheet forms that allows default values to be passed into a form when it’s opened by an end user. We’ll cover how to use QR codes with built-in query strings to identify the source of a form submission and how to use query strings with update requests to gather additional information post-submission.
Beyond the basics: Advanced work automation and integration with Smartsheet
Advanced
This session with Optimum focuses on advanced work automation and innovative integrations. Discover how to overcome scaling challenges, integrate financial and lab data, and explore cutting-edge enterprise solutions, including SAP integration. Join us to harness the full potential of Smartsheet and stay ahead of the curve in work automation.
Dashboard design: Building engaging, user-centric dashboards
Intermediate
Unlock the secrets to creating visually stunning and insightful dashboards. This session will equip you with advanced design principles, innovative visualization techniques, and practical tips to craft dashboards that look impressive and provide deep, actionable insights. It will give you the expertise to transform complex data into compelling visual stories that drive informed decision-making.
Enhance collaboration with Smartsheet
Introductory
Join us to learn how Smartsheet features — automated notifications, requests, attachments, proofs, and Slack/Microsoft Teams integrations — can optimize workflows and enhance communication. We’ll cover best practices for using these tools to streamline processes and boost productivity. You'll gain practical strategies to improve teamwork and keep projects moving efficiently.
Enhance your solutions with automations
Intermediate
You can use automations in your Smartsheet solutions to save time on processes, reduce risk, and expand your impact. Which is the right automation tool for the job? Join us for a review of automated workflows and Bridge by Smartsheet to learn how you can take your solutions further by automating your repeatable, decision-based processes.
Formulas: Building blocks for data analysis
Intermediate
Formulas have the power to take your solutions from good to great by saving you time and helping make more informed decisions. Together we’ll review essential formulas, tips for creating formulas efficiently by yourself or with the support of AI, and techniques for troubleshooting formulas.
Gain control over your data with row ID management
Advanced
By setting up a system to manage row IDs, you can gain full control over your data. Discover how every data point becomes clearly defined and easy to manage so there’s no more guessing where rows are coming from or confusion when data is mapped between sheets.
Getting started with dashboards
Introductory
Whether you're a Smartsheet beginner or looking to refine your skills, this session will provide you with the foundational knowledge to create impactful dashboards that drive business insights and outcomes.
Getting started with your first solution
Introductory
Learn how to use sheets, reports, forms, and dashboards to tackle business challenges and share what you've built with your team. We’ll cover how to create update requests and reminders to set your team up for success.
How Signify Health exceeded company goals by transforming provider assignments
Intermediate
Join this session to see what Signify Health has done to manage capacity and availability for their provider network. You’ll see in-depth tracking, month-over-month trends, forecasting, and KPIs that have allowed Signify Health to not only reach their annual goals, but blow them out of the water. Come learn how they navigated change management and have grown the solution over time, while prioritizing optimal user experience. You’ll be able to apply the same concepts in your industry!
Intake to archive: The anatomy of a complete solution
Intermediate
In this session, we will guide you through each step of a common project intake process, demonstrating how to create a complete workflow in Smartsheet — from diagramming your solution and creating forms to automating steps and visualizing data with reports and dashboards.
Managing data across your advanced solutions: Cell links, cross-sheet formulas, and beyond
Intermediate
In this session, we explore various methods to propagate and manage data across your solutions, from cell links to cross-sheet formulas. Plus, you’ll have an exclusive preview of a new way to seamlessly connect your data.
Maximize project efficiency with new views
Introductory
Discover how new Smartsheet views can revolutionize your workflow. This session will walk you through a project schedule, showcasing how the new views enable each team member to work the way they want. Create high-level roadmaps to visualize key milestones and deadlines, quickly filter, organize, and edit your data, and gain both the big picture and detailed insights.
Reviewing sensitive data in WorkApps
Advanced
Explore a multi-level managerial approval process for the annual review of employees compensation using Data Shuttle, sheets, reports, and WorkApps. We’ll demonstrate how to maintain a single sheet of data while securely presenting rows to multiple levels of management for review.
Smartsheet charts unpacked: Elevate your dashboard game
Intermediate
Explore the art of transforming data into clear and impactful charts with Smartsheet dashboards. Learn to choose the most effective chart types based on data characteristics, category numbers, and most importantly, the specific business question you aim to address. You’ll even learn some techniques to create bonus charts. Suitable for beginner and intermediate dashboard creators.
Supporting agile work, prioritization, and content planning with board view
Introductory
Explore how Smartsheet board view supports agile work, prioritization, and content planning. This session is designed to introduce you to using board view for agile project management. Learn how to visualize tasks, prioritize work items, and plan content effectively within a collaborative environment.
Tips and tricks for using Smartsheet AI
Intermediate
Get the scoop on using Smartsheet AI tools, including generate formulas, analyze data, and create text with AI. Plus, you’ll learn best practices for creating prompts.
Unlock precision data retrieval with INDEX, MATCH, and COLLECT
Intermediate
Connect your data sources across multiple sheets with precision and leverage multiple criteria for pinpoint accuracy in lookup and analysis. In this session, you’ll learn how to seamlessly combine the high-powered trio of INDEX, MATCH, and COLLECT functions to extract only the data you need and say farewell to VLOOKUP’s limitations for good.
Securing, integrating, and managing Smartsheet
With sessions led by product and security experts, the sessions in this track explore how to optimize workflows, ensure data security, and integrate Smartsheet with the tools your teams use every day.
The future of workflows: Iron Mountain’s use of advanced solutions with API and Bridge
Advanced
Explore how Iron Mountain has used Bridge by Smartsheet to transform its workflows through advanced automations to revolutionize its workflow strategy. This session showcases real-world examples and provides practical insights into building solutions that enhance productivity and efficiency.
How to talk to your IT and security teams about Smartsheet
Introductory
This session will guide non-technical users on how to effectively present Smartsheet to IT and security as a secure, scalable, manageable, and interoperable enterprise-grade platform, and how to dispel any notions that the platform risks "shadow IT."
Integrate Smartsheet with your tech stack
Intermediate
Want to learn how Smartsheet can integrate with your enterprise communication tools, ERPs, security systems, and more? Learn how you can save time and break down data silos with our built-in integrations.
Rise and thrive with the user subscription model
Introductory
Learn about our new user subscription model from Smartsheet senior leaders — why we've shifted, the value it brings to your business, and how it comes to life within the product. We'll spend time unpacking some common customer pain points we’ve heard over the years, and how we’re easing those pain points to ensure System Administrators can continue to thrive.
Rocket fuel for project teams: A deep dive into API integrations and automations with Smartsheet
Advanced
Join us as we explore the Smartsheet REST API and its pivotal role in customizing solutions. We will get hands-on with the Smartsheet API, explore its diverse offerings, and dive into custom solution examples using Smartsheet SDKs.
Smartsheet Administration: Creating an efficient experience for everyone
Intermediate
Whether you're focused on optimizing your account administration or ensuring a seamless end-user experience, we’ve got you covered. Equip yourself with the right skills and knowledge to manage users and licenses, establish global account controls, apply customizations unique to your brand, and more!
Smartsheet security: Essential controls for safer collaboration
Intermediate
Join us to learn from our product and security experts on our top recommendations for configuring your Smartsheet instance with security in mind.
Unleashing enterprise insights: Smartsheet and AWS partner for AI-powered decision making
Intermediate
In this session you will learn how the Smartsheet flexible data model integrates with Amazon Q to power cross-organizational AI knowledge and management.
Managing work and teams
In this track, you’ll get insider tips from Smartsheet pros and learn how other users are boosting efficiency and sparking innovation by smartly managing teams and resources.
How Caravel assigns the right people to the right projects at the right time
Intermediate
Discover how Caravel uses Smartsheet to optimize project assignments, enhance team efficiency, and deliver superior work for its clients. Learn how initial project questions led to addressing team assignments, navigating challenges from limited work visibility, and meeting their targeted metrics and goals.
How Nestlé Purina uses Smartsheet and Resource Management
Intermediate
Discover how Nestlé Purina uses Smartsheet and Resource Management to boost efficiency and innovation. You’ll learn how the organization streamlines projects, builds the right team for the job, and plans for the future. Join us to explore examples of how the Smartsheet platform has transformed its work and led to better results.
Empowering your team: How one project impacts an entire organization
Intermediate
Learn how Baptist Health Jacksonville uses Smartsheet for its employee recognition program, boosting staff engagement and empowering teams to drive organizational improvement. In this session, you’ll discover how to streamline the accreditation and certification process through automation, combining external safety and quality data, and establishing a single source of truth throughout the application lifecycle.
Smartsheet in higher education
Intermediate
Learn how Smartsheet empowers higher education teams to manage projects, processes, and resources across campus more efficiently, securely, and at scale. In this session, we’ll cover how other schools are using Smartsheet and best practices that’ll drive long-term institutional sustainability and better experiences for students, faculty, and staff.
Supercharge Resource Management with the power of APIs
Advanced
Curious how external tools can elevate your Smartsheet experience? Join us to explore how leveraging APIs can supercharge your solutions via live demos and real-world case studies. We’ll focus on Resource Management, showcasing advanced automations that simplify workflows and improve project forecasting.
Working at scale
In this track, you’ll explore powerful methods for effectively managing large workloads and gain insights on how to accomplish project consistency and visibility at scale.
Discover advanced automations using Bridge by Smartsheet
Advanced
Learn how to leverage Bridge by Smartsheet to build powerful process automation for your business. We'll cover several common Bridge use cases and resources to get you going on your advanced automation journey.
Automate and manage your multi-step processes with Dynamic View
Intermediate
Streamline and automate your multi-step processes like external collaboration, ticketing, approvals, and requests with Dynamic View. In this session, we'll help you identify your multi-step workflows and review best practices for building your process to ensure you have the tools to get the right information to the right people without compromising confidentiality.
Asset management for construction: How to streamline operations and assets across multiple sites
Intermediate
Explore how Smartsheet revolutionizes operations with insights from 10xViz and an innovative client that dispatches field crews across the U.S. to address underground piping issues. This session showcases how Smartsheet extends beyond project management to streamline operations across multiple job sites. Learn best practices for asset and equipment management, inventory tracking, and boosting efficiency.
From connection to innovation: Harnessing Smartsheet for business transformation
Intermediate
Explore how Smartsheet collaboration features — automations, workflows, and real-time insights — can transform your business. Beyond traditional PPM, learn to leverage Smartsheet to streamline processes, enhance communication, and drive innovation. This session will equip you with the tools to improve team alignment, accelerate decision-making, and achieve transformative outcomes by connecting people and data in new, impactful ways.
Go beyond WorkApps & workspaces with collections
Intermediate
Learn how to utilize workspaces and collections to get things done with your team. From access control best practices to content organization tips, this session is aimed to give you everything you need to build and run a solution.
Developing an end-to-end work management solution in Smartsheet
Intermediate
Learn how the North American Product Supply team at Bayer Crop Science transformed its small, disparate work management solutions to a scaled, automated, and curated user experience with Control Center and WorkApps. In this session, we’ll explore how to develop cross-team solutions whilst maintaining core principles of keeping it simple, flexible, and scalable.
How PUMA unlocked collaboration to streamline their business processes
Advanced
PUMA came to Smartsheet looking for a solution to their challenge: how to bring its people and tech stack together in the spirit of collaboration. Learn how PUMA combined collaborative Smartsheet principles including Bridge by Smartsheet and open API to build a unique end-to-end process lifecycle, transporting PUMA articles from design brief to development.
How to manage employee and participant activities with Smartsheet
Intermediate
Join M2 Strategy, a Platinum Smartsheet Partner to discover how one of the world’s leading event management companies, Populous, who has supported the Super Bowl, March Madness, Invictus Games, and Warrior Games, utilized Smartsheet to create a dynamic platform to register, manage, and report on events with thousands of participations. The solution can be leveraged by any industry who registers students, employees, and staff within their organizations for internal or external events.
How Tremco Construction Products Group creates "One Tremco" with Smartsheet
Intermediate
The Tremco Construction Products Group leverages Smartsheet to bring its many brands together as “One Tremco” utilizing Bridge, DataMesh, Data Shuttle, the Salesforce Connector, and other premium apps by Smartsheet.
Improving project and program processes in government
Intermediate
Learn how government customers at the federal and state/local level use Smartsheet to improve processes whether you’re managing projects, programs, or entire portfolios.
Leading change: A PMO leader’s Smartsheet journey at Simpson Strong-Tie
Intermediate
Gain insights from an experienced PMO leader who successfully led her organization through a transformative change initiative utilizing Smartsheet, highlighting use of Control Center, Data Shuttle, and Bridge by Smartsheet. Participants will learn about change management strategies, practical tactics, and lessons learned on the journey. The session will emphasize the importance of resilience, adaptability, and a people-centric approach.
Scaling Smartsheet Data Shuttle for enterprise success and user adoption
Intermediate
Discover how Smartsheet Data Shuttle can drive business growth and enhance user adoption by optimizing data management processes across your organization. This session highlights a scalable solution initially developed for a small business and expanded to a large enterprise, showcasing the power of Data Shuttle. Learn how to show the value and ROI of Smartsheet advanced tools, and get tips on engaging stakeholders and boosting user adoption for a successful implementation and optimization.
Seamless collaboration while working with sensitive data
Intermediate
In today's interconnected work environments, balancing the need for collaboration with the imperative to protect sensitive data is crucial. Explore best practices and strategies for managing sensitive information, including PII, financial data, vendor management, and more. Discover how to share reports without exposing underlying sheets and dynamically lock important data while leaving collaboration areas unlocked.
Streamline product development processes for faster time to market
Intermediate
Learn how Smartsheet can help streamline regulatory submissions while aligning marketing efforts for faster market entry. We'll explore Smartsheet for task and content management, real-time collaboration, and cross-functional timeline coordination to expedite the preparation and submission of regulatory documents alongside the complex marketing reviews.
Transform your workflows: Control Center hacks for immediate impact
Intermediate
Control Center delivers amazing quick wins. Join DigitalRadius, our Smartsheet Platinum Partner, during this breakout session designed to show you Control Center hacks and teach you how to bring them back to your own enterprise. This session is perfect for anyone using Control Center today, or interested in using Control Center at their organization.
Where is my stuff and how do I get it faster? Inventory management with Smartsheet Gov
Intermediate
Whether it’s armor for the Department of Defense, a fleet of vehicles for a grounds maintenance crew, or pencils and notepads for an administrative office, government agencies need to track, order, monitor, and measure the items, parts, and supplies used daily by their employees. This session walks you through a real-world solution for tracking items by priority, reducing wait times, managing risks, and getting a unified view across your inventory system.
Smartsheet on Smartsheet: Streamlining ENGAGE data
Advanced
Learn how Smartsheet updates their senior leadership on the progress of the ENGAGE customer conference — including attendee numbers, revenue, attendee demographics, and more by creatively using Data Shuttle, forms, and cross-sheet formulas. This can be a laborious and time-intensive task. Discover how Smartsheet streamlined their process, requiring less than five minutes of manual work per week.
Cultivating content collaboration
Whether you're looking to manage content intake, prioritize creative projects, or execute a global campaign, you’ll discover how Smartsheet can unblock creativity and productivity.
Building connected content workflows featuring file library
Introductory
Dive into the future of content in Smartsheet! Featuring a spotlight on the new file library, this session will provide insight into how Smartsheet can help you connect, streamline, and enhance your content-centric workflows and drive more effective team collaboration and business outcomes.
Creative solutions to your creative team's biggest challenges
Intermediate
Creative teams often struggle with the constant need for more content. In this session, you’ll learn how to manage intake and prioritize your creative initiatives, eliminating common bottlenecks and leveraging Smartsheet tools that enable your team and ignite creativity while maintaining brand control and compliance.
Tackling marketing inefficiencies: Less talk, more action
Intermediate
Why did you want to become a marketer? It probably wasn’t because you love to spend your time chasing approvals, building and rebuilding presentations, parsing data, or answering one-off questions. Discover how to reclaim your time with Smartsheet! This session will address the daily challenges and practical solutions to: content development, project timelines, data aggregation and paid media campaigns.
Exploring what’s next with the Smartsheet Platform
Explore a suite of upcoming Smartsheet product innovations poised to revolutionize the management of projects, programs, and processes at scale.
How we're building Smartsheet into a world-class platform
Introductory
Scale is a never ending journey. Learn from our platform leaders how Smartsheet is evolving to meet your needs across capacity, interoperability, administration, and governance.