Agenda
Explore 100+ learning sessions and keynotes, all built to sharpen your Smartsheet skills and give you space to connect with others.
Agenda
Explore 100+ learning sessions and keynotes, all built to sharpen your Smartsheet skills and give you space to connect with others.
Where good ideas gain momentum
With tracks spanning foundational skills, enterprise systems, AI innovation, strategic impact, and real-world success stories, including those shaped by our partners, ENGAGE brings together the people and practices driving what’s next.
Collaborative work management fundamentals
This track is your launchpad. Whether you're new to Smartsheet or rolling it out to more teams, this track is all about setting you up for long-term success. You'll explore essential Smartsheet features and best practices to set a solid foundation — and walk away with the confidence and clarity to drive adoption.
Scale at any stage
Whether you work at a startup, a scale-up, or with complex enterprise systems, this track dives into how to scale your work in Smartsheet. Learn how to architect scalable solutions, connect your data, and integrate across your tech stack — all to support strategic alignment and drive efficiency across your organization.
Business insight & impact
In this track, you'll learn how to connect your team’s day-to-day efforts to measurable business results. From showcasing ROI to surfacing insights for leadership, these sessions focus on making the strategic value of your work visible and measurable, helping you make a stronger case for continued investment.
AI in action
Explore how AI is already transforming workflows in Smartsheet. This track offers practical guidance on using current AI capabilities in the platform, a sneak peek at what's coming next, and discussions around how AI will continue to impact collaborative work management.
Enterprise-grade security, governance & administration
Tailored for system and IT administrators, this track focuses on what it takes to manage Smartsheet at scale. You'll get tactical advice from product and security experts on data governance, compliance, user management, and API implementation so your teams can move fast and keep data safe.
Smartsheet solutions at work
Learn how leading organizations are using Smartsheet to create visibility, alignment, and agility across functions — from PMO and IT to customer delivery and operations. Explore stories from customers and get practical guidance from Smartsheet experts on driving organizational impact with AI-powered approaches for managing your most important work at scale.
Smartsheet Builder Bootcamp
November 4
8:30AM - 4:30PM
Pre-Conference…
Introductory level
Get started with the Smartsheet Builder Bootcamp! This introductory workshop will guide you through the fundamental tools and features of Smartsheet for collaborative work management. From building your first sheet to creating dynamic dashboards, you'll gain the skills to streamline your projects and boost your team's productivity.
Prerequisites: None
Early bird $525 • Standard $735
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Speaker Michael Salas |
Beyond the Basics: A Smartsheet Workshop
November 4
8:30AM - 4:30PM
Pre-Conference…
Intermediate level
This intensive, intermediate-level, workshop is an opportunity to apply and build on the skills acquired in fundamental core app training by creating a Smartsheet solution in a less structured setting. You'll have the opportunity to practice and discuss building an intake process, approval workflows, and scalable project management templates.
Prerequisites: Proficient in Smartsheet core capabilities
Early bird $525 • Standard $735
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Speaker Alyson Engelbrecht |
Project Management with Smartsheet
November 4
8:30AM - 4:30PM
Pre-Conference…
Intermediate level
Enhance your project management capabilities with the "Project Management with Smartsheet" course. This intermediate-level workshop is for Project Managers who want to utilize the full potential of Smartsheet. We'll explore advanced features and techniques for managing complex projects, including dependencies and project management formulas.
Prerequisites: Proficient in Smartsheet core capabilities
Early bird $525 • Standard $735
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Speaker Gary Muskin |
Introduction to Control Center
November 4
8:30AM - 4:30PM
Pre-Conference…
Introductory level
Explore the potential of Smartsheet Control Center (SCC) with the "Introduction Control Center" workshop. This introductory session will help you understand the capabilities of SCC and how it can help standardize project management, improve visibility, and increase efficiency across your organization.
Prerequisites: None
Early bird $525 • Standard $735
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Speaker Bridget Smith Marcarelli |
Managing a Control Center Blueprint
November 4
8:30AM - 4:30PM
Pre-Conference…
Advanced level
This advanced session is designed for experienced users who want to master Smartsheet Control Center. You'll learn to effectively govern, maintain, and update Control Center blueprints, ensuring consistency and efficiency across your project portfolio.
Prerequisites:
- Access to Control Center
- Proficient in Smartsheet core capabilities
- Conceptual understanding of Control Center
Early bird $525 • Standard $735
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Speaker Amanda Shackelford |
Digitizing government forms and accelerating citizen services
November 4
3:30PM - 3:55PM
Smart Session
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Location Experience Hub - Smart Session Theater |
Build, Bridge, or Buy: The Future of Integrations in Connected Work
November 4
3:50PM - 4:05PM
Lightning Talk
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Speaker Marc Boscher |
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Location Experience Hub - Lightning Talk Theater |
Unlocking retail profitability: How a unified platform drives operational excellence
November 4
4:00PM - 4:25PM
Smart Session
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Speaker Elisabeth Wharton |
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Location Experience Hub - Smart Session Theater |
Build to Last: Tools for Resilient Smartsheet Implementations
November 4
4:15PM - 4:30PM
Lightning Talk
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Speaker Will VanBuskirk, Alyssa Shroff |
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Location Experience Hub - Lightning Talk Theater |
From Dashboards to the Field: manage outside sales and service teams with Smartsheet and Mapsly
November 4
4:40PM - 4:55PM
Lightning Talk
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Speaker Sergey Shurygin |
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Location Experience Hub - Lightning Talk Theater |
Restoring operational control: Smarter staffing with Smartsheet
November 4
5:00PM - 5:25PM
Smart Session
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Speaker Shaayann Khalid |
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Industry Healthcare |
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Location Experience Hub - Smart Session Theater |
Scaling Smartsheet in Education: The SD51 Playbook
November 4
5:05PM - 5:20PM
Lightning Talk
How do you build a legacy of efficiency that transforms an entire school district? In this fast-paced lightning talk, hear how Mesa County Valley School District 51 harnesses Smartsheet to streamline processes, break down silos, and unlock new levels of productivity. Guided by Deanna Vandermeer’s leadership, SD51 has scaled Smartsheet across departments to support operations, programs, and facilities alike. Attendees will see how one district created multiple solutions for efficiency in education—and how any organization can replicate that impact.
3 Key Takeaways
Getting Time Back for Educators: Embed Smartsheet across departments to streamline work and connect people.
Enduring Leadership: Design processes that outlast roles and ensure continuity for the district.
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Speaker Deanna Vandermeer, Paul Newcome |
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Location Experience Hub - Lightning Talk Theater |
Enabling compassionate leadership through Resource Management
November 4
5:30PM - 5:55PM
Smart Session
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Speaker Rémy LaFargue |
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Location Experience Hub - Smart Session Theater |
Capital projects and construction project management
November 5
8:15AM - 8:40AM
Smart Session
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Speaker Tim Arland, Donncha O'Callaghan |
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Location Experience Hub - Smart Session Theater |
Opening Keynote: The Future of Intelligent Work is Here
November 5
9:00AM - 10:00AM
Keynote Session
The way we work is evolving, and the path forward promises better outcomes delivered more quickly. Smartsheet will detail how an intelligent work management platform — powered by AI — is central to any organization's long-term success. Learn how you can create and maintain an edge in today’s market through a partnership between people and AI to move further, faster, with confidence. We're not just solving today's problems; we're pioneering the future of intelligent work.
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Speaker Pratima Arora, Cynthia Tee, Stephanie Berner, Cat DeLeonardis, Pedro Cuberos |
On with Kara Swisher
November 5
10:00AM - 11:00AM
Keynote Session
A live taping of On with Kara Swisher, where the award-winning journalist brings her signature style to a candid conversation about AI, leadership, and what’s coming next — alongside a special guest.
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Speaker Kara Swisher, Nick Foster |
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Location Exhibit Hall 1 - Exhibit Level |
Getting started with your first solution
November 5
11:30AM - 12:30PM
Breakout Session
Just getting started? Learn how to plan your first project with confidence. This session will show you how to turn ideas into real solutions that support your goals and scale with your needs.
View full session details
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Content Track Collaborative work management fundamentals |
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User Level Introductory |
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Speaker Jason Tabaczynski, Vishal Vijayakumar |
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Industry All Industries |
Intake to archive: The anatomy of a complete solution
November 5
11:30AM - 12:30PM
Breakout Session
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Content Track Collaborative work management fundamentals |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Cicero . |
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Industry All Industries |
The anatomy of a multi-line invoice: How Loews Hotels automates partner billing
November 5
11:30AM - 12:30PM
Breakout Session
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Content Track Scale at any stage |
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User Level Introductory |
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PMI Credits 1 |
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Speaker Darla Brown, Thomas Doyle |
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Industry All Industries |
Builder Test-Out Exam
November 5
11:30AM - 1:00PM
Certification
The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.
Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.
The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!
This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.
Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria
Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes
Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University
Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours
Have previously earned one of the following:
Core Product Certification
Project Management Certification
Control Center Lead Certification
Control Center Blueprint Builder Certification
*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.
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User Level Intermediate |
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Industry All IndustriesEducation |
Building an adaptable operations model: Balancing rigor and rapid delivery
November 5
11:30AM - 12:30PM
Breakout Session
How do you keep delivery moving fast without losing control? This session explores strategies for maintaining just the right level of oversight while empowering teams to adapt, innovate, and improve continuously. You’ll learn how to build processes that evolve with your work, from gathering feedback and analyzing trends to documenting SOPs and communicating change. If you’re looking to support real-time collaboration and deliver value without getting bogged down, this session is for you.
View full session details|
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Content Track Business insight & impact |
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User Level Intermediate |
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Speaker Roberta Brunelli, Kieran O'Driscoll |
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Industry Architecture, Healthcare, Consumer Goods, Education, Life Sciences, Retail, Construction and Engineering, Energy and Utilities, Manufacturing, Financial Services, Nonprofit, Government, Live Entertainment, Media and Production, Technology, Telecommunications, Travel and Hospitality |
One standard across three continents: A continuous improvement solution for manufacturing
November 5
11:30AM - 12:30PM
Breakout Session
Global program management across continents often means silos, inefficiencies, and inconsistent execution. Learn how FEW Automotive Group tackled these challenges by standardizing processes across five plants, using benchmarking, templates, and direct task assignments. We will also show you how they built a Kaizen management system to streamline idea collection, workflows, and collaboration through Kanban boards and automation.
View full session details|
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Content Track Smartsheet solutions at work |
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User Level Introductory |
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Speaker Konstantin Gross, Nico Röpnack, James Ashby |
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Industry Manufacturing |
Formula fundamentals: Building blocks for data analysis
November 5
11:30AM - 12:30PM
Breakout Session
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Content Track Collaborative work management fundamentals |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker BJ Lee |
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Industry All Industries |
Prioritize what matters the most
November 5
11:30AM - 12:30PM
Breakout Session
Join us for this session focused on transforming 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. Discover how to surface critical information effortlessly, empowering your organization to make informed, impactful choices. Don’t miss this chance to elevate your work management approach and learn how intake can set the foundation for your entire process.
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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Speaker Alex Corcoran, Alana (Suter) Grisius, Julie Simon |
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Industry All Industries |
ROI in 30 Days: Fast-Track Smartsheet Wins for Any Team
November 5
12:40PM - 12:55PM
Lightning Talk
What if you could prove Smartsheet ROI in just 30 days? In this lightning talk, we’ll share the playbook for driving immediate, measurable wins from launching a live workflow in week one to showing executive dashboards by day 30. Attendees will leave with a high-energy framework to activate adoption, create quick wins, and gain momentum that sticks. Whether you’re starting small or scaling big, you’ll learn how to fast-track Smartsheet success.
View full session details|
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Speaker Michael Tirrell |
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Location Experience Hub - Lightning Talk Theater |
Meet & Eat: Smartsheet Certifications
November 5
12:45PM - 1:45PM
Networking
Meet with a member of Smartsheet University and discuss ways that others have advanced their careers with Smartsheet, whether or not the new certifications are right for you and if so, the best way to earn them.
View full session details|
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Location Level 5 - Foyer, Olympic Overlook |
Meet & Eat: Let's Talk Community
November 5
12:45PM - 1:45PM
Networking
Peer-to-peer connection and support is crucial to Smartsheet success. Whether you're new or an expert, this is your real-world opportunity to learn about the Smartsheet Community platform (community.smartsheet.com) and hear how members are using it to build solutions and relationships.
View full session details|
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Location Level 5 - Foyer, Olympic Overlook |
If you build it (with Smartsheet), they will come
November 5
12:45PM - 1:10PM
Smart Session
Learn how retail leaders and real estate developers are boosting project management efficiency and getting their stores ready for opening day. With Smartsheet, you can accelerate your solution architecture maturity through intake, templatization, and portfolio reporting. With visibility into projects for different teams, companies can not only save time and streamline processes, they can align strategic goals and manage key initiatives at the enterprise level. Get a demo of Smartheet best practices for building and opening brick and mortar locations.
View full session details|
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Speaker Anthony Arrienda, Shane Farley |
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Location Experience Hub - Smart Session Theater |
Meet & Eat: Mobilizer Program
November 5
12:45PM - 1:45PM
Networking
Let's talk how to get your team to actually use Smartsheet. Open to current Mobilizers, and those looking to learn more about the Mobilizer Program. Come connect together, share tips, tricks and strategies.
View full session details|
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Location Level 5 - Foyer, Olympic Overlook |
Meet & Eat: Meet an Overachiever
November 5
12:45PM - 1:45PM
Networking
Overachievers are an elite group of customers that achieve the seemingly impossible and help others do the same. Share time with them in an intimate setting while you lunch!
View full session details|
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Location Level 5 - Foyer, Olympic Overlook |
Meet & Eat: Military ERG - Veterans/Active Duty/Family Connect
November 5
12:45PM - 1:45PM
Networking
Smartsheet's Military Employee Resource Group (ERG) is hosting the Meet & Eat networking opportunity for members and the wider military community attending the ENGAGE conference. The discussion is designed to foster connections, share experiences, and provide a valuable opportunity for military veterans, active-duty personnel, and their families to network with peers and Smartsheet's ERG leaders. Attendees can expect to enjoy a casual lunch while engaging in meaningful conversations about professional development, transitioning from military to civilian life, and leveraging their unique skills in the tech industry. It's an excellent chance to build relationships and strengthen the bonds within the military community
View full session details|
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Location Level 5 - Foyer, Olympic Overlook |
Meet & Eat: Nonprofits
November 5
12:45PM - 1:45PM
Networking
Opportunity for nonprofit customers to come together, share best practices and network in community
View full session details|
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Location Level 5 - Foyer, Olympic Overlook |
Efficient resource management for government and its partners
November 5
1:15PM - 1:40PM
Smart Session
Limited visibility into team capacity and skills can jeopardize mission-critical programs. Join us to learn how the Smartsheet Resource Management solution directly addresses this challenge. We'll show you how gaining full visibility into a team's availability enables any organization to plan smarter, optimize workloads, and forecast resourcing needs for complex, strategic projects. This session will provide the tools to justify staffing decisions with data and foster greater transparency and accountability.
View full session details|
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Industry Federal Government State and Local Government Aerospace and Defense Nonprofit |
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Location Experience Hub - Smart Session Theater |
Builder Test-Out Exam
November 5
1:30PM - 3:00PM
Certification
The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.
Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.
The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!
This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.
Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria
Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes
Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University
Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours
Have previously earned one of the following:
Core Product Certification
Project Management Certification
Control Center Lead Certification
Control Center Blueprint Builder Certification
*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.
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User Level Intermediate |
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Industry All Industries |
Smartsheet security: Essential controls for safer collaboration
November 5
2:00PM - 3:00PM
Breakout Session
Smartsheet empowers users to collaborate across roles, departments, organizations, time zones, and countries. But with such a collaborative platform, how do you ensure your organization’s data remains secure and compliant? In this session, our product and security experts share our top recommendations for configuring your Smartsheet instance with security in mind.
View full session details|
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Content Track Enterprise-grade security |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Katie Ginther, Daniel Medved |
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Industry Architecture, Healthcare, Consumer Goods, Education, Life Sciences, Retail, Construction and Engineering, Energy and Utilities, Manufacturing, Financial Services, Nonprofit, Government, Live Entertainment, Media and Production, Professional Services, Technology, Telecommunications, Travel and Hospitality |
Get started with smarter collaboration in Smartsheet
November 5
2:00PM - 3:00PM
Breakout Session
Collaboration is essential in today’s hybrid work environment. In this session, you’ll learn how to use built-in Smartsheet tools — like notifications, update requests, conversations, attachments, and integrations with Slack or Microsoft Teams — to communicate more effectively and keep work moving. We’ll cover simple best practices to help you and your team stay aligned, reduce email clutter, and collaborate with confidence.
View full session details|
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Content Track Collaborative work management fundamentals |
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User Level Introductory |
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PMI Credits 1 |
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Speaker Felix Li, Haley Patrone |
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Industry All Industries |
Extend your Smartsheet solutions with innovative add-on tools from Smarthub by Prodactive
November 5
2:00PM - 3:00PM
Breakout Session
Extend your Smartsheet solutions with innovative add-on tools from Smarthub by Prodactive
In this session you will learn how to dial up your solutions using innovative tools that enable you to for example
1) Automatically get attached images to appear in multiple columns in sheets, reports and dashboards even if submitted via a form
2) Bulk upload 100s of attachments for these to be attached to rows automatically
3) See and search information about attachments directly in your sheets
4) Set up sheets where all changes to cells are timestamped and recorded in adjacent cells so you have a full cell history log visible to users
5) Hear about many other tools coming soon and help shape our roadmap as to which ones we should prioritise
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Content Track Scale at any stage |
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User Level Advanced |
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Speaker Hunter Reed, Rich Coles, Steve Blackburn |
Guided actions and smarter outcomes: A whole new way to engage with your work with AI
November 5
2:00PM - 3:00PM
Breakout Session
Get help creating projects and dashboards, automating workflows, and getting deeper insights into your data with our new AI-first intelligent assistant within Smartsheet. It offers personalized solutions and recommendations tailored for you and your team. Learn how to get the most out of your AI assistant with tips for effective prompt writing and examples of how to get started automating your workflows with AI.
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Content Track AI in action |
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User Level Introductory |
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Speaker Livani Uhrich, Manxue Wang |
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Industry All Industries |
From $100M+ launches to Smartsheet playbooks: Scaling efficiency and ROI
November 5
2:00PM - 3:00PM
Breakout Session
In this session, we’ll unpack a recent $100M+ launch that ran primarily on a Google-based stack and show how Smartsheet playbooks can take efforts like this even further. You’ll learn how adding Smartsheet on top of existing tools streamlines workflows, reduces friction across teams, and amplifies profitability.
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Content Track Business insight & impact |
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User Level Introductory |
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Speaker Michael Tirrell |
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Industry All Industries |
From blueprint to business operations: How Smartsheet powers end-to-end construction excellence
November 5
2:00PM - 3:00PM
Breakout Session
How can Smartsheet go beyond project management to transform construction operations? Featuring a real-world case study from E-Plan Exam, we’ll explore how the company uses Smartsheet to streamline workflows, from intake to assignment to delivery, while also supporting their Entrepreneurial Operating System (EOS) framework. You’ll learn how Smartsheet drives transparency, efficiency, and measurable results across both operations and project management. Plus, check out at the core app in action, explore premium apps, and leave with advanced tips and tricks you can put into practice right away.
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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Speaker DA Mattox, Dustin Wise, Jennifer Jones, Paul Newcome |
Builder Test-Out Exam
November 5
3:00PM - 4:30PM
Certification
The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.
Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.
The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!
This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.
Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria
Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes
Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University
Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours
Have previously earned one of the following:
Core Product Certification
Project Management Certification
Control Center Lead Certification
Control Center Blueprint Builder Certification
*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.
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User Level Introductory |
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Industry All Industries |
Lighten the mental load: A guide to process excellence
November 5
3:30PM - 4:30PM
Breakout Session
Does your team's workflow feel more like a maze than a highway? This session is a practical playbook for untangling your most complex processes and eliminating the hidden bottlenecks that slow everyone down. You will learn proven techniques to map, analyze, and redesign your workflows for maximum speed and efficiency. Leave with the tools to put any process on easy mode and become the go-to expert for operational excellence on your team.
View full session details|
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Content Track Scale at any stage |
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User Level Intermediate |
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Speaker Ally Robertson, Larry Gomez |
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Industry All Industries |
Resource Management: Match, balance and forecast to get more work done
November 5
3:30PM - 4:30PM
Breakout Session
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Content Track Scale at any stage |
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User Level Introductory |
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Speaker Andrei Veloso, Michael Ishak, Amy Yarrington, Adam Lang |
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Industry Architecture, Healthcare, Construction and Engineering, Manufacturing, Financial Services, Government, Media and Production, Professional Services, Technology |
Smarter Accreditation Management with Tanner Health
November 5
3:30PM - 4:30PM
Breakout Session
Achieving hospital accreditation requires a rigorous review process and ongoing assessment involving multiple stakeholders. In this session, we'll show how Smartsheet solutions can transform this complex process. You'll learn how to streamline your accreditation management from readiness to survey execution and continuous improvement by centralizing information, automating workflows, improving collaboration, and gaining real-time visibility. Shift from reactive to proactive, continuous readiness to ensure safety and quality.
View full session details|
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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Speaker Regina Shelnutt, Katye Reed |
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Industry Healthcare, Education, Life Sciences |
Stay in sync with less effort: Smartsheet collaboration that scales
November 5
3:30PM - 4:30PM
Breakout Session
How do you keep thousands aligned across 1,700 projects without endless meetings or duplicate updates? Tucson Unified School District faced this when managing a $480M bond program. In this session, hear how Smartsheet became their single source of truth—streamlining updates, automating requests, and enabling transparent reporting. Walk away with strategies to cut manual follow-ups, boost accountability, and build dashboards that keep staff and oversight committees in sync with less effort.
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Content Track Scale at any stage |
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User Level Intermediate |
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Speaker Dr. Charlotte Carter, Haley Patrone |
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Industry All Industries, Education |
The Smartsheet product vision: A look ahead
November 5
3:30PM - 4:30PM
Breakout Session
Hear our vision for the future of the Smartsheet product. See a preview of upcoming products and concepts, and learn how you can get involved to help shape our product roadmap.
View full session details|
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Content Track Collaborative work management fundamentals |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Pratima Arora |
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Industry All Industries |
Building high-impact forms to power your workflows
November 5
3:30PM - 4:30PM
Breakout Session
Unlock the full power of Smartsheet forms as a foundation for more efficient processes. In this session, you'll learn how to use forms not just to collect information, but to drive action. Capture approvals, gather updates from stakeholders, fill out documents, and trigger automated workflows. We’ll explore dynamic fields, conditional logic, and seamless sheet integration to help you build forms that turn manual steps into streamlined, end-to-end automation that keeps everything moving.
View full session details|
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Content Track Collaborative work management fundamentals |
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User Level Introductory |
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Speaker Brian Bolduc |
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Industry All Industries |
Dashboards that persuade through design
November 5
3:30PM - 4:30PM
Breakout Session
You have the data, but can you turn it into action? Dashboards are critical tools for managing processes, aligning teams, and influencing decisions. This session is for experienced Smartsheet users who want to elevate their dashboards from informative to influential. Learn advanced design techniques, layout strategies, and the psychology behind data storytelling. Discover how to build dashboards that resonate with any audience and drive meaningful action, whether you're presenting to the C-suite or frontline teams.
View full session details|
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Content Track Business insight & impact |
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User Level Advanced |
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PMI Credits 1 |
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Speaker Kendra Michaels, MSPM, PMP |
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Industry All Industries |
Using Bridge and JavaScript to streamline project provisioning
November 5
4:30PM - 4:55PM
Smart Session
Learn how to unlock full auto-provisioning in Smartsheet Control Center by combining Bridge and JavaScript to eliminate the need for optional templates. This session walks through a scalable approach where all templates are provisioned by default, and non-relevant ones are automatically moved into a hidden or unused subfolder. You’ll also see how the solution dynamically links back to the appropriate template selected during intake, enabling seamless access from your intake sheet. The result: faster provisioning, fewer manual decisions, and a more consistent, automated experience across projects.
View full session details|
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Speaker Samuel Perez |
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Location Experience Hub - Smart Session Theater |
Hack for Good: Solution showcase
November 5
5:00PM - 5:25PM
Smart Session
Learn how these nonprofits leverage Smartsheet to amplify their positive impact in the communities they serve.
View full session details|
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Location Experience Hub - Smart Session Theater |
Unlocking Solutions with the Smartsheet Community
November 5
5:10PM - 5:25PM
Lightning Talk
When a tricky formula created a roadblock, the Smartsheet Community provided the solution. This 10-minute Smart Session will showcase how a real challenge was solved through Community collaboration, highlighting the before-and-after impact and sharing quick tips for leveraging Community expertise. A short example will illustrate the solution in action, followed by time for audience questions.
View full session details|
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Speaker Deena Duran |
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Location Experience Hub - Lightning Talk Theater |
Demystifying DAM
November 5
5:30PM - 5:55PM
Smart Session
Discover Brandfolder by Smartsheet, the leading Digital Asset Management (DAM) platform that provides a dynamic, centralized hub to transform how your organization creates, manages, and shares content. Join us to learn more about how this essential tool can help you unlock new levels of efficiency and control over your digital assets.
View full session details|
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Speaker Chandler Brown, Alex Jansen |
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Industry All Industries |
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Location Experience Hub - Smart Session Theater |
Day 2 Keynote: Big Little Stories Customer Panel
November 6
9:00AM - 9:30AM
Keynote Session
Join us for a dynamic panel exploring the stories behind the Big Little Stories campaign. We’ll uncover how small, often-overlooked moments and processes sparked major transformation across teams and organizations. Panelists will share real challenges, breakthrough insights, and how Smartsheet helped them turn complexity into clarity and action. Learn how McLaren Formula 1, Palfinger, and Liftra drive operational efficiency by focusing on the little things that make a big impact.
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Speaker Sara Williams, Jon Drakes, Torben Risager Nielsen, Cintia Vincze |
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Location Exhibit Hall 1 - Exhibit Level |
Day 2 Keynote: Shawn Achor, NY Times Bestselling Author
November 6
9:30AM - 10:00AM
Keynote Session
Get ready for an uplifting session with Shawn Achor, bestselling author and leading expert on happiness and human potential. He’ll share powerful insights on how optimism and connection drive performance, resilience, and success—backed by research and real-world impact.
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Speaker Shawn Achor |
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Location Exhibit Hall 1 - Exhibit Level |
Level up your Smartsheet efficiency with helper column formulas
November 6
10:30AM - 11:30AM
Breakout Session
Transform your Smartsheet sheets from good to great with indispensable helper column formulas. This session reveals how to implement "set-and-forget" solutions for automating conditional formatting based on hierarchy, designing customized auto-numbers, crafting relative-position column formulas, and enhancing your automation workflows for unparalleled efficiency. These formulas will be your secret sauce for building robust, low-maintenance sheets that improve your Smartsheet experience.
View full session details|
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Content Track Collaborative work management fundamentals |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Courtney Lake |
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Industry All Industries |
Builder Test-Out Exam
November 6
10:30AM - 12:00PM
Certification
The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.
Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.
The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!
This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.
Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria
Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes
Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University
Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours
Have previously earned one of the following:
Core Product Certification
Project Management Certification
Control Center Lead Certification
Control Center Blueprint Builder Certification
*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.
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User Level Intermediate |
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Industry All Industries |
The power of no-code automation and AI: Achieve full project portfolio visibility with Smartsheet
November 6
10:30AM - 11:30AM
Breakout Session
What if you can spot risks in your project portfolio before you had to ask? In this session, you will learn how you can use a combination of no-code automation and AI to automatically summarize project status, flag potential issues, and surface insights buried in updates and sheets. Learn how to use Smartsheet to reduce blindspots, improve reporting, and keep stakeholders informed with minimal effort.
View full session details|
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Content Track AI in action |
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User Level Intermediate |
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Speaker Christopher Petrie, Madison Wiens |
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Industry All Industries |
One sheet for many audiences: Unlock the power of new views
November 6
10:30AM - 11:30AM
Breakout Session
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Content Track Collaborative work management fundamentals |
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User Level Introductory |
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PMI Credits 1 |
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Speaker Alizain Merchant, Lekshmi Unnithan |
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Industry All Industries |
Power your flow: Smartsheet API and integration essentials
November 6
10:30AM - 11:30AM
Breakout Session
Take your Smartsheet solutions further with this primer for API-driven customization and integration. Learn the basics of the Smartsheet API, explore available SDKs, understand webhooks, and discover how to connect with external systems to automate and enhance your workflows. Whether you're building custom tools or planning system integrations, this session will give you the foundation to supercharge your work with flow.
View full session details|
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Content Track Enterprise-grade security |
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User Level Advanced |
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PMI Credits 1 |
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Speaker Paula Soesanto, Joshua Pense |
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Industry All Industries |
From Bid to Build: Smartsheet for the Full Construction Lifecycle
November 6
10:30AM - 11:30AM
Breakout Session
Whether you’re an estimator, in procurement, a project manager or engineer, superintendent, or part of safety and operations, Smartsheet helps streamline the full construction lifecycle. Templates, Resource Management, and AI-powered capabilities streamline workflows, and help teams deliver projects faster, smarter, and more efficiently from bid to build.
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User Level Intermediate |
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Speaker Chris Mondeau |
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Industry Architecture, Construction and Engineering |
Smartsheet: The tech consolidation tool, the full solution
November 6
10:30AM - 11:30AM
Breakout Session
Organizations often juggle dozens of disconnected tools that create silos, duplicate entry, and added cost. This session explores how Smartsheet can serve as a tech consolidation platform, streamlining workflows, reducing your tech stack, and driving ROI. We’ll explore how to identify opportunities for consolidation, when to integrate with core systems, and then how centralizing collaboration in Smartsheet leads to efficiency, cost savings, and scalable growth.
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Content Track Business insight & impact |
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User Level Intermediate |
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Speaker Joe Goetschel |
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Industry All Industries |
Operational efficiency in clinical research: Where science meets design
November 6
10:30AM - 11:30AM
Breakout Session
Successful clinical trials rely as much on operational design as the science itself. Learn how one clinical research team uses Smartsheet to manage the full clinical trial lifecycle — from business development and study start-up to trial execution and close out. Learn how they leverage automated workflows, Data Shuttle, and dashboards to reduce time to activation, strengthen compliance, improve collaboration, and ultimately accelerate the delivery of new therapies to patients. Leave with a new framework for operational efficiency as the bridge that translates discovery into patient care.
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Content Track Smartsheet solutions at work |
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Speaker Julie Elmuccio, Nadia Elkarra |
Apex Co-Pilot: Your AI Agent for Smartsheet Insights
November 6
11:40AM - 11:55AM
Lightning Talk
In this 15-minute session, discover how Apex Co-Pilot helps organizations get more out of Smartsheet by using large language models (LLMs) to deliver conversational insights and actionable analytics from your Smartsheet data.
We’ll cover:
What Apex Co-Pilot Is: A smart assistant designed to help you interact with and understand your Smartsheet data in real time.
Real-World Use Cases: How teams use Co-Pilot for on-demand reporting, trend analysis, and data visualization.
Quick Demo/Walkthrough: A brief look at how Co-Pilot integrates into your Smartsheet environment to surface insights instantly.
Benefits to Your Team: Faster answers, clearer visibility into project data, and actionable charts to support better decision-making.
Walk away with a clear understanding of how Apex Co-Pilot turns your Smartsheet data into a conversation, helping you make sense of information quickly so you can focus on strategic work.
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Speaker Adam Stone |
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Location Experience Hub - Lightning Talk Theater |
Meet & Eat: Life Science
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet Life Sciences customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsMeet & Eat: Government Mission Partners
November 6
11:45AM - 12:45PM
Networking
Network with government system integrators and aerospace & defense professionals during a lightly facilitated lunch conversation. Share insights on scaling Smartsheet across complex, mission-driven environments and discover new approaches to solving challenges in high-stakes federal programs.
Meet & Eat: Federal Government
November 6
11:45AM - 12:45PM
Networking
Meet & Eat: Retail & Consumer Goods
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet Retail and Consumer Goods customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsMeet & Eat: K-12
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet K-12 Education customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsMeet & Eat: State and Local Government
November 6
11:45AM - 12:45PM
Networking
Take part in a collaborative lunch with state and local government leaders. Through a lightly facilitated exchange, discuss how Smartsheet is enabling modernization, transparency, and community impact. Bring your experiences, learn from peers, and expand your network.
Meet & Eat: Finance
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet Financial Service customers at a special ""Meet & Eat"" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsMeet & Eat: Higher Education
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet Higher Education customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsMeet & Eat: Healthcare
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet Healthcare customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsMeet & Eat: Manufacturing
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet Manufacturing customers at a special ""Meet & Eat"" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsMeet & Eat: Construction
November 6
11:45AM - 12:45PM
Networking
Join fellow Smartsheet Construction customers at a special ""Meet & Eat"" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their companies. Get fresh ideas and get inspired!
View full session detailsBuilt to scale: How Control Center is transforming our certification program
November 6
11:45AM - 12:10PM
Smart Session
Join Smartsheet University as we walk through our customized Control Center solution designed to streamline the new Professional Certification Evidence Submission process. Learn about how we leverage Control Center's powerful project management capabilities, along with Smartsheet native forms and automations, to streamline our team's workflow. We will highlight the best practices we implemented and explain how this will help us scale our program.
View full session details|
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Speaker Benjy Sung |
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Location Experience Hub - Smart Session Theater |
MFA for all: Raising the bar on security
November 6
12:15PM - 12:40PM
Smart Session
Multi-Factor Authentication (MFA) is one of the most effective ways to protect accounts from phishing and credential theft. In this session, members of the Smartsheet product team will walk through the login security options available today, highlight why authenticator-app MFA sets a new standard for every user and collaborator, and demo the simple, secure sign-in experience in action. Join us to see how “MFA for All” raises the bar on security — without adding friction.
View full session details|
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Speaker Pawan Shukla |
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Industry All Industries |
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Location Experience Hub - Smart Session Theater |
Smartsheet in action: Project management best practices from the field
November 6
1:00PM - 2:00PM
Breakout Session
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Content Track Smartsheet solutions at work |
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User Level Introductory |
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Speaker Andrew Brader, Chuck Prudente, Chelsea Derer |
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Industry All Industries |
App overload? How to rationalize your tech stack without losing functionality
November 6
1:00PM - 2:00PM
Breakout Session
Today's IT teams are challenged by too many tools and too little alignment. This session dives into how Smartsheet can replace siloed point solutions for project intake, planning, time tracking, resourcing, and reporting. Learn how to centralize your portfolio data, eliminate manual work across different systems of record, and give your teams and execs one place to track what matters. Bonus: We will show you how to spot hidden costs in your current tech stack.
View full session details|
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Content Track Business insight & impact |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Jenann Self, Mike Beckett |
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Industry All Industries |
Builder Test-Out Exam
November 6
1:00PM - 2:30PM
Certification
The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.
Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.
The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!
This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.
Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria
Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes
Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University
Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours
Have previously earned one of the following:
Core Product Certification
Project Management Certification
Control Center Lead Certification
Control Center Blueprint Builder Certification
*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.
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User Level Introductory |
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Industry All Industries |
Scenario planning: Make the right call before you commit
November 6
1:00PM - 2:00PM
Breakout Session
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Content Track Scale at any stage |
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User Level Intermediate |
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Speaker Rémy LaFargue, Kate McLoughlin |
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Industry Architecture, Healthcare, Construction and Engineering, Manufacturing, Financial Services, Government, Media and Production, Professional Services, Technology |
Integrate Smartsheet with your tech stack
November 6
1:00PM - 2:00PM
Breakout Session
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.
View full session details|
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Content Track Scale at any stage |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Kristin Komassa, Grant Miller |
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Industry All Industries |
Build Smarter: Creating and managing your solutions with database fundamentals
November 6
1:00PM - 2:00PM
Breakout Session
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Content Track Scale at any stage |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker James Lee |
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Industry All Industries |
Automated data connections between your systems — powered by Smartsheet, Google, and Microsoft
November 6
1:00PM - 2:00PM
Breakout Session
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Content Track Scale at any stage |
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User Level Advanced |
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Speaker Jonathan Zaretsky, Sam Mueller, Danielle Wilson |
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Industry All Industries |
AI beyond the basics: Unlocking new potential in Smartsheet
November 6
1:00PM - 2:00PM
Breakout Session
AI is transforming how we work, but the real impact comes when it’s tailored to your organization’s needs. In this session, Archer Consulting Team will explore the art of the possible with AI built on top of Smartsheet. We’ll showcase how emerging tools can accelerate solution design, streamline operations, and spark new ideas for scaling your work. Join us to see how AI can enhance Smartsheet strengths in customization and leave with inspiration for what’s possible in your own environment.
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Content Track AI in action |
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User Level Intermediate |
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Speaker Matt Lynn, Sam Harwart |
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Industry All Industries |
From Complex Processes to Tangible Outcomes: BIA's Efficiency Blueprint for Public Sector
November 6
2:30PM - 3:30PM
Breakout Session
Transforming mission-critical work in a complex government landscape requires a strategic approach. This session reveals the Bureau of Indian Affairs (U.S. Department of the Interior) systematic approach to building a sustainable, agency-wide Smartsheet ecosystem. Discover how they moved beyond individual projects to foster widespread adoption, leveraging solutions like a single sheet with Dynamic Views for each of the 574 Sovereign Nations. Learn their proven best practices for managing multiple critical use cases and building a lasting Smartsheet environment that consistently delivers value.
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Content Track Smartsheet solutions at work |
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User Level Advanced |
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Speaker Chid Murphy, Samuel Perez |
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Industry Nonprofit, Government |
APIs for Admins
November 6
2:30PM - 3:30PM
Breakout Session
The Smartsheet API offers powerful tools to help System Admins automate and scale their work. This session will show you how to enhance security and compliance with event reporting and automate the user lifecycle with the user creation and update APIs capabilities. You'll also learn to streamline support using the assume user (impersonation) feature and programmatically manage permissions with sharing APIs. You’ll leave with a solid understanding of what’s possible, how to get started, and where to find the resources you need to keep building.
View full session details|
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Content Track Enterprise-grade security |
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User Level Advanced |
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Speaker Joshua Pense, Taylor Fry |
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Industry All Industries |
Take control of your project files: Organize, share & collaborate with File Library
November 6
2:30PM - 3:30PM
Breakout Session
Take control of your diverse project assets — including documents, photography, videos, and contracts — with file library. This session dives into best practices for organizing your content for easy discovery, securely sharing it with stakeholders, and fostering more effective team collaboration.
View full session details|
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Content Track Collaborative work management fundamentals |
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User Level Introductory |
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PMI Credits 1 |
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Speaker Alex Jansen |
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Industry All Industries |
For the citizen PM: Managing structured projects in Smartsheet
November 6
2:30PM - 3:30PM
Breakout Session
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Content Track Collaborative work management fundamentals |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Samuel Garrison, Tyson Brown |
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Industry All Industries |
How I got my team to actually use Smartsheet
November 6
2:30PM - 3:30PM
Breakout Session
Learn directly from customers who launched a Smartsheet solution across their organization: how they got buy-in from their team, what they learned, how they rolled it out, what they'd do or wouldn’t do again.
View full session details|
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Content Track Collaborative work management fundamentals |
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User Level Introductory |
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Speaker Jenna Greenberg, Samantha Linhardt, Madison Moyd |
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Industry All Industries |
Driving adoption and unlocking new use cases: Customer journeys with Smartsheet
November 6
2:30PM - 3:30PM
Breakout Session
Prime Consulting Group will host a customer panel featuring NASCAR, Whataburger, Heroes on the Water, and Cortland International. Panelists will share lessons learned from implementing various Smartsheet solutions, including change management, adoption strategies, and how initial deployments grew into enterprise-wide solutions across the organization.
Builder Test-Out Exam
November 6
3:30PM - 5:00PM
Certification
The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.
Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.
The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!
This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.
Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria
Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes
Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University
Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours
Have previously earned one of the following:
Core Product Certification
Project Management Certification
Control Center Lead Certification
Control Center Blueprint Builder Certification
*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.
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User Level Introductory |
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Industry All Industries |
Advanced data retrieval with INDEX, MATCH, and COLLECT
November 6
4:00PM - 5:00PM
Breakout Session
Enhance your Smartsheet data connections by going beyond exact match lookup formulas. Discover the enduring relevance of INDEX, MATCH, and COLLECT functions for complex data retrieval. We'll explore how these robust functions enable you to perform sophisticated lookups, find approximate matches, automatically group data, and extract precisely the information you need using multiple criteria for pinpoint accuracy.
View full session details|
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Content Track Scale at any stage |
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User Level Advanced |
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PMI Credits 1 |
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Speaker Courtney Lake |
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Industry All Industries |
Breaking free from operational drag: Achieving dynamic orchestration
November 6
4:00PM - 5:00PM
Breakout Session
The goal of every modern operations team is dynamic orchestration: the seamless, real-time coordination of people, processes, and data that keeps the business moving forward. But this goal is often slowed by a silent force — operational drag — the friction caused by fragmented tools and rigid workflows that sap agility and stall growth. The answer isn’t more top-down control, but a framework of governed adaptability: clear structures and guardrails that empower teams from the bottom up to innovate, adapt, and achieve true dynamic orchestration.
View full session details|
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Content Track Business insight & impact |
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User Level Introductory |
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Speaker Rémy LaFargue |
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Industry All Industries |
Deliver project consistency and visibility at scale with Smartsheet Control Center
November 6
4:00PM - 5:00PM
Breakout Session
Ready to take control of your projects at scale? In this session, you’ll learn how Smartsheet Control Center simplifies portfolio management by automating project delivery and creating structure across every initiative. We’ll demo the platform in action and share practical strategies to cut down manual work, increase visibility, and keep your projects moving forward. Whether you're already using Control Center or just getting started, you’ll leave with the right tools to drive better results across your portfolio.
View full session details|
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Content Track Scale at any stage |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Jamie Ide, Pranovaa Vijayakumar, Rebecca Han |
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Industry All Industries |
Put your data to work: Use ChatGPT to create Python scripts that automate workflows in Smartsheet
November 6
4:00PM - 5:00PM
Breakout Session
PMO leaders, manufacturing managers, financial analysts, and business leaders across all verticals all rely on performance measurement and deep understanding of data to operate at peak. Thanks to AI, they can now act on data in real-time, automatically. Learn how L3Harris Technologies combines ChatGPT and Python scripts to create living Smartsheet workflows.
View full session details|
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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Speaker David Frost, Rob Walzer |
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Industry All Industries |
The evolution of AI-driven intelligent work management at Smartsheet
November 6
4:00PM - 5:00PM
Breakout Session
AI is changing what’s possible in work management. Deep dive into the evolution of AI at Smartsheet and get a sneak peek into what we’re building this year to transform how you manage your work and drive strategic impact in your business. Learn how new Smartsheet AI tools, features, and workflows will help you move faster, think bigger, and lead every project with efficiency and precision.
View full session details|
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Content Track AI in action |
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User Level Introductory |
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Speaker Olen Ronning, Justin Cravalho |
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Industry All Industries |
AWS Marketplace: Accelerating software procurement
November 6
4:00PM - 5:00PM
Breakout Session
AWS Marketplace (AWSMP) is the leading platform for cloud software procurement, helping organizations simplify how they find, buy, and manage solutions while meeting enterprise-grade standards. In this session, explore AWSMP fundamentals, market growth, and the latest innovations in security, governance, and procurement. See how AWSMP transforms purchasing through streamlined workflows, standardized contracts, and stronger governance.
Make Smartsheet stick: Launch faster, adopt smarter, and drive real ROI
November 6
4:00PM - 5:00PM
Breakout Session
Most Smartsheet rollouts don’t fail because of the tool — they fail when people don’t adopt it. In this session, discover practical launch readiness strategies and learn how Incora drove measurable adoption and ROI with a proven framework. Join us to explore how launch readiness ensures your rollout sticks, engages your people, and delivers the ROI your business expects.
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User Level Intermediate |
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Speaker Andrew Rustemeyer, Laura Schuchart |
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Industry All Industries |
Builder Test-Out Exam
November 7
8:00AM - 9:30AM
Certification
The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.
Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.
The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!
This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.
Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria
Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes
Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University
Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours
Have previously earned one of the following:
Core Product Certification
Project Management Certification
Control Center Lead Certification
Control Center Blueprint Builder Certification
*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.
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User Level Introductory |
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Industry All Industries |
Making work flow: Process mapping for smarter solutions
November 7
9:00AM - 10:00AM
Breakout Session
Process mapping reveals opportunities to streamline operations, clarify roles, and scale success. This session highlights how process visualization — using Smartsheet features like automations and Advanced Capabilities — helps you design more efficient systems that drive measurable impact.
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Content Track Business insight & impact |
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User Level Intermediate |
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Speaker Emily Kerwin, Kasey Weidman |
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Industry All Industries |
City-wide growth: Chandler's strategy for scaling Smartsheet across departments
November 7
9:00AM - 10:00AM
Breakout Session
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Content Track Smartsheet solutions at work |
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User Level Advanced |
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Speaker Greg Hayes, Angie Andersen |
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Industry Nonprofit, Government |
Orchestrate work across your entire organization
November 7
9:00AM - 10:00AM
Breakout Session
Ready to stop improving single workflows and start transforming your entire business? This session is your blueprint for designing sophisticated, interconnected systems that drive efficiency at an enterprise scale. You will learn how to connect critical business tools and automate complex processes across multiple teams. Leave with the vision to engineer a new, more powerful way of working for your whole organization.
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Content Track Scale at any stage |
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User Level Intermediate |
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Speaker Brian Gann |
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Industry All Industries |
Keep multi-step processes moving forward with Dynamic View
November 7
9:00AM - 10:00AM
Breakout Session
Juggling complex processes like approvals, requests, and external collaboration across different teams? In this session, we’ll show you how to leverage Dynamic View to streamline your workflows and keep everything moving without sacrificing confidentiality or control. You’ll learn how to break down your process, build it step by step, and ensure the right people see only relevant info at the right time.
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Content Track Scale at any stage |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Megan Thomas, Chad Eiring, Grant Miller |
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Industry All Industries |
Builder Test-Out Exam
November 7
9:00AM - 10:30AM
Certification
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User Level Advanced |
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Industry All Industries |
The journey to enterprise PPM: How Smartsheet underpins ‘Innovation Excellence’ at Carl Zeiss AG
November 7
9:00AM - 10:00AM
Breakout Session
Learn how the Meditec Team at Carl Zeiss AG was able to grow its Smartsheet solution from facilitating team collaboration to a powerful work management engine, driving innovation excellence across the Meditec Division. In this session, we’ll explore how the team was able to successfully win the buy-in of peers, IT, and leadership by emphasizing the interoperability, flexibility, and scalability of Smartsheet. We’ll explore successes, challenges, and lessons learned along the way; all in pursuit of positioning Smartsheet as the future of work at Carl Zeiss AG.
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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Speaker Christoph Hoffmann, Jack Featherstone |
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Industry All Industries |
Responsible AI: AI management, governance, and security
November 7
9:00AM - 10:00AM
Breakout Session
When it comes to AI at Smartsheet, security, governance, and privacy aren’t just features — they’re foundations. Scale AI with confidence with the ability to manage workflows, review actions, and customize solutions to meet your requirements. Learn how we’re prioritizing data security, transparency, and customer control in our new AI capabilities.
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Content Track AI in action |
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User Level Intermediate |
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Speaker Olen Ronning, Balbodh Chauhan |
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Industry All Industries |
I just got back from ENGAGE. Now what?
November 7
9:00AM - 10:00AM
Breakout Session
Take what you’ve learned at ENGAGE and turn it into impact at your organization. In this session, Tessa Jaillet, Smartsheet Sr. Solutions Consultant, shares practical tips drawn from hundreds of customer implementations. You’ll learn how to build your Smartsheet skills through SmartU’s learning and certification programs, measure and communicate the value of Smartsheet with an executive dashboard, and create a plan to follow up on the insights you’ve gained at the conference.
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Content Track Business insight & impact |
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Speaker Alex Corcoran, Tessa Jaillet |
Builder Test-Out Exam
November 7
10:00AM - 11:30AM
Certification
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User Level Introductory |
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Industry All Industries |
Advanced power-user tips to up-level your Smartsheet experience
November 7
10:30AM - 11:30AM
Breakout Session
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.
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Content Track Scale at any stage |
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User Level Advanced |
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PMI Credits 1 |
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Speaker John Hutchinson, Rob Walzer |
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Industry All Industries |
How to talk to your IT and security teams about Smartsheet
November 7
10:30AM - 11:30AM
Breakout Session
Smartsheet has a proven track record of viral end-user adoption, and as usage grows, IT and security teams may raise concerns around security, compliance, manageability, and scalability. In some cases, they may even pause expansion to evaluate the platform. This session will help non-technical users confidently present Smartsheet as a secure, scalable, enterprise-grade solution, and address any fears of “shadow IT” along the way.
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Content Track Enterprise-grade security |
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User Level Introductory |
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PMI Credits 1 |
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Speaker Daniel Medved, Colin Smith |
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Industry Architecture, Healthcare, Consumer Goods, Education, Life Sciences, Retail, Construction and Engineering, Energy and Utilities, Financial Services, Nonprofit, Government, Live Entertainment, Media and Production, Professional Services, Technology, Telecommunications, Travel and Hospitality |
Organize, curate, collaborate: Managing work in Smartsheet
November 7
10:30AM - 11:30AM
Breakout Session
Effective work management is more than just task tracking — it’s about structuring work to connect teams, streamline collaboration, and position your organization for long-term success. In this session, we’ll explore practical ways to reduce clutter and boost visibility, helping stakeholders quickly find what they need. You'll leave with actionable strategies to effectively organize and curate work using features like collections and more.
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Content Track Collaborative work management fundamentals |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Grant Frazier, Michelle Serr, Parker McCorkle |
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Industry All Industries |
How to evolve your PMO
November 7
10:30AM - 11:30AM
Breakout Session
What does it take for your PMO to become adaptive, drive collaborative results, and deliver value? Join us in this session to learn how to deliver results with standardized project execution, provide actionable portfolio insights, and enforce performance governance, all with a focus on value realization.
View full session details|
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Sri Adusumilli, Alexis Felton, Chika Monu |
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Industry Consumer Goods, Education, Retail, Manufacturing, Financial Services, Nonprofit, Technology, Telecommunications |
Automatically populate form fields using query strings
November 7
10:30AM - 11:30AM
Breakout Session
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. Query strings can be hardcoded with values, or dynamically built using Smartsheet formulas. 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.
View full session details|
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Content Track Scale at any stage |
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User Level Advanced |
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PMI Credits 1 |
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Speaker Samuel Perez, Chad Eiring |
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Industry All Industries |
Smartsheet for Agile and hybrid project management
November 7
10:30AM - 11:30AM
Breakout Session
Unlock the power of Agile and hybrid project management. This session will demystify what these terms mean and illustrate when and why each approach excels, using real-world Smartsheet examples and current customer uses. Learn how organizations are currently leveraging these methodologies using new views (like board and timeline) to plan, pivot, and deliver. You’ll learn how customers are tracking progress and keeping leadership in the loop, and leave with practical ideas you can apply to your own work — whatever your role or industry.
View full session details|
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Content Track Collaborative work management fundamentals |
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User Level Intermediate |
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Speaker Eleanor Ritchie, Lulu Richter |
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Industry All Industries |
Beyond projects: Unlocking enterprise value by deploying Smartsheet as a core service
November 7
10:30AM - 11:30AM
Breakout Session
Most know Smartsheet for project management and collaboration — and it excels there — but its unique power is also structuring the “forgotten middle:” critical processes too small for ERP yet too complex for email. In this session, learn how to deploy Smartsheet as a core enterprise service to reduce shadow IT, replace email chains with workflows, surface hidden data, and enable cross-functional collaboration. We’ll share scaling practices and show a live demo with practical takeaways.
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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Speaker Ann-Alicia Artis, Catalina Tapanes |
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Industry All Industries |
Simplify user, policy, and plan management with Smartsheet Admin Center
November 7
12:00PM - 1:00PM
Breakout Session
Are you a Smartsheet administrator? Admin Center streamlines managing your environment — from user management to sharing rules to centralized governance — so you can stay in control without slowing teams down. Join us to learn about the latest features and best practices to manage users and licenses efficiently, centralize policies across Smartsheet plans, keep your organization secure, and more.
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Content Track Enterprise-grade security |
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User Level Intermediate |
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Speaker Srinivasan Sankaran |
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Industry All Industries |
Changing minds with charts and storytelling
November 7
12:00PM - 1:00PM
Breakout Session
A good chart shows data. A great story drives a decision. In this session, you’ll learn the art of turning raw numbers into a compelling narrative that wins hearts and minds. We will show you how to use advanced charting techniques to craft visualizations that highlight critical insights and persuade even the toughest audiences. Leave with the ability to create visual, data-driven stories that align teams, accelerate decisions, and get your projects the green light.
View full session details|
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Content Track Business insight & impact |
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User Level Advanced |
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PMI Credits 1 |
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Speaker Kendra Michaels, MSPM, PMP |
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Industry All Industries |
Demonstrating value to your executives: How to track KPIs with Smartsheet
November 7
12:00PM - 1:00PM
Breakout Session
Delivering work is one thing; demonstrating impact is another. In this session, you will learn how to design executive-ready dashboards in Smartsheet to visualize KPIs, track benefits, and tie outcomes to strategic goals. Whether you are reporting to a PMO or the C-suite, you'll walk away with practical tips to turn your portfolio data into compelling insights that support decision-making.
View full session details|
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Byron Townsend, Olivia Ripps |
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Industry All Industries |
Your portfolio on autopilot: Building workflows that do the heavy lifting
November 7
12:00PM - 1:00PM
Breakout Session
Tired of chasing updates and approvals? In this session, you will learn how to automate the entire portfolio lifecycle with Smartsheet. From intake and prioritization to approvals, project provisioning, task assignments, status updates, outstanding task alerts, and reporting, you can do it all using a combination of AI and low-code/no-code automation. Discover how Smartsheet Control Center, workflows, and dashboards can help you reduce busywork and free up your time to focus on driving outcomes.
View full session details|
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Content Track Smartsheet solutions at work |
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User Level Intermediate |
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Speaker Don Cameron, Joshua Lewis, Larry Gomez |
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Industry All Industries |
Unlock creative flow: Smartsheet setup for marketing project success
November 7
12:00PM - 1:00PM
Breakout Session
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Content Track Business insight & impact |
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User Level Intermediate |
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PMI Credits 1 |
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Speaker Karen Pytel, Tygre Hamilton |
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Industry All Industries |
Smartsheet on Smartsheet: How Smartsheet manages ENGAGE
November 7
12:00PM - 1:00PM
Breakout Session
Have you wondered how Smartsheet uses Smartsheet to plan ENGAGE? Board view helped us plan and manage all 70 sessions, while forms and Data Shuttle kept senior leadership updated on conference progress. Tracking attendee numbers, revenue, demographics, and more can be a complex and time-consuming process. Learn how Smartsheet makes it easier, cutting the effort down to just minutes each week.
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Content Track Smartsheet solutions at work |
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Speaker Cicero . |
Unlocking new possibilities: The future of the Smartsheet Public API
November 7
12:00PM - 1:00PM
Breakout Session
Discover the future of the Smartsheet Public API, a strategic component of our platform. We're embracing an "API-as-a-product" model with a dedicated Global Product and Engineering team to create a robust, developer-centric ecosystem. We'll showcase powerful advancements like richer context, AI model integrations, enhanced real-time capabilities, and improved automation. Join us to learn how these innovations empower you to build more sophisticated AI-capable solutions and drive next-level automation.
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Content Track Enterprise-grade security |
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User Level Advanced |
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PMI Credits 1 |
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Speaker Laura Nana, Kalin Kanev |
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Industry All Industries |
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. Query strings can be hardcoded with values, or dynamically built using Smartsheet formulas. 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.
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.
What does it take for your PMO to become adaptive, drive collaborative results, and deliver value? Join us in this session to learn how to deliver results with standardized project execution, provide actionable portfolio insights, and enforce performance governance, all with a focus on value realization.
Delivering work is one thing; demonstrating impact is another. In this session, you will learn how to design executive-ready dashboards in Smartsheet to visualize KPIs, track benefits, and tie outcomes to strategic goals. Whether you are reporting to a PMO or the C-suite, you'll walk away with practical tips to turn your portfolio data into compelling insights that support decision-making.
Tired of chasing updates and approvals? In this session, you will learn how to automate the entire portfolio lifecycle with Smartsheet. From intake and prioritization to approvals, project provisioning, task assignments, status updates, outstanding task alerts, and reporting, you can do it all using a combination of AI and low-code/no-code automation. Discover how Smartsheet Control Center, workflows, and dashboards can help you reduce busywork and free up your time to focus on driving outcomes.
Today's IT teams are challenged by too many tools and too little alignment. This session dives into how Smartsheet can replace siloed point solutions for project intake, planning, time tracking, resourcing, and reporting. Learn how to centralize your portfolio data, eliminate manual work across different systems of record, and give your teams and execs one place to track what matters. Bonus: We will show you how to spot hidden costs in your current tech stack.
This session will share best practices and recommendations for marketers and creatives building Smartsheet solutions. You’ll walk away with a practical guide you can use for your own setup — or share internally to support your team. We’ll also explore the latest Smartsheet features, including new views, the new in-app Control Center, File Library, and Brandfolder,.
What if you could spot risks in your project portfolio without digging through sheets and status updates? In this session, you will learn how Smartsheet AI can automatically summarize project status, flag potential issues, and surface insights buried in updates and sheets. Learn how to use AI to reduce blindspots, improve reporting, and keep stakeholders informed with minimal effort.
Discover how builders and real estate developers can design a comprehensive system that answers critical questions about portfolio status, health, strategic alignment, resource allocation, and future outlook for construction and largescale land development. This discussion will highlight key components like project provisioning, financial system integration, and automated reporting that have streamlined operations and enhanced data-driven decision-making for construction companies.
Agenda at-a-glance
Monday, Nov. 3
Tuesday, Nov. 4
Wednesday, Nov. 5
Thursday, Nov. 6
Friday, Nov. 7
