Smartsheet Premium Support
Expert coaching for accelerated outcomes with Pro Desk
A part of the Premium Support Package, Pro Desk offers practical sessions with a Smartsheet expert to accelerate your setup time, understand the capabilities of the platform, and get advice on Smartsheet best practices.
What's included with Pro Desk
Smartsheet Support is here to help with your questions and technical issues. Premium Support customers can schedule a 30-minute Pro Desk session with a Subject Matter Expert for practical advice and best practices. These sessions are conversational and tailored to your needs, aiming to equip you with the knowledge to enhance your Smartsheet solutions.
Customers with Pro Desk access can choose from the following categories of Pro Desk sessions:
Topics covered:
- Sheet Functionality (Cell Linking, Conditional Formatting, Automated backups)
- Dashboards (Metrics, Reports, Charts, Web Content, etc)
- Reports & Forms (Report building, Form creation, Conditional logic)
- Formulas (Formula syntax, Cell Links & Range References)
Topics covered:
- Sheet workflows
- Proofing
- Document Generation
- Dynamic View
- Calendar App
- WorkApps
Topics covered:
- Control Center
- Resource Management
- Pivot App
Topics covered:
- Best practices and tips for System Admins
- User management, including bulk updates and imports
- Authentication (SSO/ SAML) and Security
- License management, including the New User Model True-Up page
- Managing plan-level asset ownership and account assets effectively
- Event Reporting API
Topics covered:
- Jira/Salesforce Connectors
- Data Shuttle
- DataMesh
- Data Table
- Live Data Connector
Pro Desk Limitations of Service FAQ
- At this time, Pro Desk sessions are only offered in English
- Pro Desk does not deliver demos, training, nor solution building.
- For complex scenarios or those extending beyond 30 minutes, we may recommend leveraging our Training or Professional Services teams.
Pro Desk sessions can be used as a troubleshooting session, though we recommend Phone, Web, or Chat for time-sensitive issues