Agenda
We’re sharing a sneak peek of sessions early to give you a sense of what’s coming — 60+ breakouts designed to spark ideas and help you take on your next big thing.
Agenda
We’re sharing a sneak peek of sessions early to give you a sense of what’s coming — 60+ breakouts designed to spark ideas and help you take on your next big thing.
Tuesday, Nov. 3
Wednesday, Nov. 4
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.
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.
Day One to Done: Skills That Scale
Everyone starts somewhere. This track covers the core features and functions that make Smartsheet work – from grids and automations to dashboards and workflows. You'll build a solid foundation for deploying AI across your teams, with the best practices and hands-on confidence to drive adoption that sticks.
From Tools to Intelligence: Designing Systems to Conquer Complexity
The gap between individual AI tools and organizational intelligence comes down to architecture. This track is for builders – the people designing the systems that connect data, decisions, and teams at scale. Learn how to build on Smartsheet's open MCP protocol, leverage 175+ integrations, and create the execution layer where AI meets organizational reality.
Prove It: Connecting Execution Data to Business Results
Most AI shows you a slice of the work. This track shows you the whole picture. Learn how to spot problems and opportunities faster than ever before — then surface those insights to your executives in a way that connects execution data to business results. These sessions are built for every persona who needs to own the ROI and make the strategic value of their work visible.
Trust at Scale: Permissions, Compliance, and AI Control
Governance doesn't slow teams down — it keeps them moving safely. This track covers what it takes to run Smartsheet at scale with confidence: security frameworks, permission structures, compliance controls, and user management best practices. Get tactical guidance from product and security experts so your teams can move fast, keep data protected — and extend those same standards as AI becomes part of how work gets done.
Built to Transform: How Teams are Reinventing the Way They Work
Automation accelerated the chaos. AI can close the gaps it left behind. This track shows how real organizations are using Smartsheet as the orchestration layer – connecting teams, tools, and decisions into a single picture they can act on. Customer stories, expert guidance, and practical playbooks for making AI operational at scale.
Start exploring what’s ahead
We’ve released a handful of sessions — click a title for more details.
Partner Summit & Pre-Conference Registration
November 3
7:00AM - 9:00AM
Registration
For Global Partner Summit and Pre-Conference Training attendees only. Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsCoat and luggage check
November 3
7:00AM - 6:30PM
Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748
View full session detailsPre-Conference Breakfast (for pre-con attendees only)
November 3
7:30AM - 8:30AM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsRethink Your Work: Designing Work for AI
November 3
8:30AM - 4:30PM
Pre-Conference…
Intermediate level
When you can use AI to execute your work, everything about workflow design changes. This session is for leaders and operators who are ready to stop optimizing processes designed for manual input and start redesigning them for intelligent execution. Leave understanding not just what your work could become, but how to think about process redesign in an AI-first context.
This session is for leaders and operators who are ready to stop optimizing processes designed for manual input and start redesigning them for intelligent execution. Leave understanding not just what your work could become, but how to think about process redesign in an AI-first context.
Prerequisites:
- Proficient in Smartsheet core capabilities
Early bird $525 • Standard $735
Scale Complex Solutions & Design Strategic Portfolios
November 3
8:30AM - 4:30PM
Pre-Conference…
Advanced level
Explore the architectural decisions and design choices Smartsheet consultants consider when developing complex, integrated solutions that support evolving business needs. You’ll learn how to evaluate your organization’s Smartsheet environment, examine how platform settings—such as security, sharing, and user limits—influence design, and determine how to structure solutions that grow with the business. learn how to think, design, and be prescriptive when it comes to communicating recommendations and documenting like a Smartsheet consultant.
You’ll examine discovery and design methods to uncover true business needs, document solution requirements, and apply best practices to translate those insights into scalable, Smartsheet solutions.
Prerequisites:
- Proficient in Smartsheet core capabilities
- Have solid formula fundamentals (can read, write basic formulas)
- Understand cross-sheet references, automations, and permissions
- Familiar with reports and can troubleshoot independently
Early bird $525 • Standard $735
Run Smarter Projects: Smartsheet PM Powered by AI
November 3
8:30AM - 4:30PM
Pre-Conference…
Introductory to Intermediate level
Learn to build a project management solution; the way work actually happens in 2026. Use Smart Assist to accelerate setup, surface risk, and keep teams aligned without manual overhead.
Prerequisites:
- None
Early bird $525 • Standard $735
Build a Smartsheet Solution
November 3
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
Go Beyond the Basics: a Smartsheet Workshop
November 3
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 the Builder Path or 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:
- Basic spreadsheet knowledge (understanding of rows, columns, and data organization)
- Basic project management concepts (tasks, timelines, status tracking)
Early bird $525 • Standard $735
Smartsheet Troubleshooting: Hands-On Workshop
November 3
8:30AM - 4:30PM
Pre-Conference…
Advanced level
Apply a diagnostic checklist to a complex, multi-component Smartsheet solution. Isolate and resolve defects involving sophisticated elements such as nested formulas, data corruption in cross-sheet links, and cascading workflow failures. Systematically validate the stability of a repaired solution and articulate the root cause and mitigation steps, to contribute to organizational best practices and improved governance.
Prerequisites:
- Proficient in Smartsheet core capabilities
Early bird $525 • Standard $735
Registration
November 3
9:00AM - 6:00PM
Registration
Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsPre-Conference Lunch (for pre-con attendees only)
November 3
12:00PM - 1:00PM
Attendee Meals
Description:Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsCoffee Connect
November 3
3:00PM - 6:00PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsNetworking Reception
November 3
4:00PM - 6:00PM
Reception
Kick off your conference experience in the vibrant Experience Hub, where the energy is high and the connections are real. This isn't just a reception—it's your chance to dive into the future of work. Grab complimentary food and drinks while you mix and mingle directly with the brains behind Smartsheet: our staff, sponsors, and subject matter experts. Share your insights, get exclusive knowledge, and cultivate the relationships that will define your 2026 strategy. Come ready to talk, learn, and be inspired!
View full session detailsExperience Hub
November 3
4:00PM - 6:00PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsNewbie orientation for first-time ENGAGE attendees
November 3
4:30PM - 5:00PM
Networking
Whether you're brand new to Smartsheet ENGAGE, returning after a break, or a seasoned attendee looking to level up your experience, this orientation is your launchpad. Join us in the Experience Hub Lightning Talk Theater for a guided overview of how to make the most of your week—connect with peers, discover key sessions, and navigate the event with confidence. The Networking Reception kicks off immediately afterward at 5:00pm, so come ready to mingle and make your first connections.
View full session detailsCoat and luggage check
November 4
7:30AM - 7:00PM
Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748
View full session detailsCoffee Connect
November 4
7:30AM - 9:00AM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsRegistration
November 4
7:30AM - 6:30PM
Registration
Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsAttendee Breakfast
November 4
7:30AM - 9:00AM
Attendee Meals
Fuel up for the day: Grab a nourishing breakfast and connect with Smartsheet experts before the keynote. Get ready for a full day of learning!
View full session detailsExperience Hub
November 4
7:30AM - 9:00AM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsCoffee Connect
November 4
10:00AM - 6:30PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsExperience Hub
November 4
11:20AM - 1:20PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsAttendee Lunch
November 4
11:20AM - 1:20PM
Attendee Meals
Savor a delicious lunch while engaging with Smartsheet experts and fellow enthusiasts. This is a prime opportunity to exchange ideas, share experiences, and build connections with others passionate about driving impactful change within the Smartsheet community. Take advantage of this informal setting to foster meaningful discussions and network with like-minded individuals.
View full session detailsHow Smartsheet manages ENGAGE
November 4
1:20PM - 5:00PM
Breakout Session
Ever wondered how Smartsheet uses Smartsheet to plan ENGAGE?Tracking attendee numbers and demographics across 64 sessions is complex and slow. See how our team runs it all with Board View, Data Shuttle, and the MCP Server, while keeping senior leaders updated on conference progress. What used to eat hours now takes minutes each week. Join us to see how the process works today, and how AI is reshaping it.
View full session detailsStop Chasing Updates: Let AI Do the Busywork on Your Construction Projects
November 4
1:20PM - 5:20PM
Breakout Session
For builders, two questions decide the job: are we on schedule, and are we on budget? Keeping both current usually means hours of manual updates, retyping a GC's schedule, chasing change documents, reconciling budgets. Two former construction professionals show how Smart Assist can carry that load: turning an outside schedule or a stack of documents into structured tasks and budget lines, flagging what's slipping or over budget before it hurts, and keeping the numbers honest, so your team spends time building, not updating spreadsheets.
View full session detailsManaging the AI You Already Have
November 4
1:20PM - 5:00PM
Breakout Session
Your teams are already using AI. The question is whether anyone can see what AI initiatives running, who is building then, which ones are worth scaling, what it's costing, and what's the ROI/savings associated with them? For the people responsible for making AI work in the real world, adoption created a new job nobody was staffed for: managing it. This session names the operational challenges of AI adoption honestly, then shows how Smartsheet solution gives teams a way to bring order to it without building governance from scratch.
View full session detailsCross-Functional Coordination That Holds: Owning Handoffs You Don't Control
November 4
1:20PM - 5:00PM
Breakout Session
You depend on teams that don't report to you, and when a handoff slips, you absorb the consequence with no real leverage to prevent it. This session shows how to build cross-functional coordination that holds: a single record everyone works from, handoffs with clear ownership and visible status, and intake and routing that move work between functions without re-keying or chasing. Bring a cross-functional process that breaks at the handoff today and leave with an architecture for making ownership clear across teams you don't control.
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Speaker Shaayann Khalid |
Taking Automation workflows to the next level
November 4
1:20PM - 5:00PM
Breakout Session
Know the basics of automation, but want to dive deeper? This session covers advanced automated workflows to save time, drive collaboration, and enforce consistent processes. We'll dive into different trigger setups, how to use condition paths, and how to combine actions and workflows to create simple yet powerful automated processes.
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Speaker . Cicero |
From Adoption to Infrastructure at Carl Zeiss AG: Building an Enterprise Governance Framework
November 4
1:20PM - 5:00PM
Breakout Session
Smartsheet has been adopted. So, what next? True success is when a tool disappears into how your organization actually operates. In this session, we explore how Christoph Hoffmann and the team at Zeiss developed a governance framework that placed Smartsheet at the heart of their business infrastructure. From a Project Management Handbook built around Smartsheet to real-time project dashboards replacing PowerPoint packs (and meetings) Christoph shares practical examples that can serve as a replicable model of success for your organizations.
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Speaker Jack Featherstone |
Omnicom: Integrating AI as your Copilot in project management work
November 4
1:20PM - 5:00PM
Breakout Session
Modern enterprise project management faces a critical scaling trap: as work complexity and market reach grow, manual processes for data capture, RAID tracking, and status reporting quickly exceed the capacity of even the most skilled teams. This session explores how Omnicom bridges this gap by integrating frontier AI models with Smartsheet via the Model Context Protocol (MCP). Attendees will see a practical way to incorporate Generative AI into their most complex workstreams to streamline the flow of information in and out while maintaining a strong 'human in the loop' decision making cycle.
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Speaker Chris Cox, Jamie Nolan |
Security, Value, Adoption: Three Conversations to Get AI Right
November 4
1:20PM - 5:00PM
Breakout Session
Every organization faces the same tension: business teams want to move fast on AI, while IT needs security, governance, and proof of ROI first, often resulting in stalemate or shadow AI. Using Smartsheet MCP as the foundation, we cover the three conversations that matter most: security (how MCP preserves existing permissions), value (productivity gains from AI reading, writing, and reasoning across your data), and adoption (ready-made prompts that make AI an everyday habit). Attendees leave with a repeatable framework and conversation kit of prompts, proof points, and architecture references.
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Speaker Galina Jordanowa, Vasil Kosturski |
From Tracking to Transformation: The Engine of Scalable PMO
November 4
1:20PM - 5:00PM
Breakout Session
Savills runs a 7-year client programme with 37 live projects, each built by hand and maintained by one person, with growth toward 100+ projects. Manual work can't scale. Programme Director Victoria ter Kuile shares how she rebuilt Savills' PMO using Control Center, Blueprints, Global Updates, and Dynamic View. See how one governed blueprint spins up projects automatically, pushes portfolio-wide changes in minutes, and cuts single-person risk, turning the PMO from status chaser into strategic delivery enabler.
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Speaker Victoria ter Kuile |
Dashboards That Persuade Through Design
November 4
1:20PM - 5:00PM
Breakout Session
You have the data. The real test is whether it moves anyone to act. This session is for experienced Smartsheet users ready to make their dashboards decisive, not just informative. We'll get into the design decisions that drive decisions: what to put first, what to cut, how layout and color guide the eye, and how to tell a story with data that lands whether you're in front of the C-suite or a frontline team. Leave able to build a dashboard that doesn't just get looked at, it gets acted on.
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Speaker Steve Sachs |
New Views: Unlocking Scale, Innovation, and The Future of Work
November 4
1:20PM - 5:00PM
Breakout Session
Table replaces grid. Board replaces card. A reimagined Gantt is here. Table-based reports are coming. This isn't cosmetic — the original views weren't built for what's next. This session tells the full story: why a rebuild was necessary, what the new views do that the originals never will, and what's on the roadmap. Then we get practical: transition plans and timelines, how to influence what comes next through feedback and early access, and the change management resources admins and SMEs need to bring every team along.
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Speaker Tyson Brown, Selin Esener, Eleanor Ritchie |
Scaling Smartsheet Across a Health System: The Memorial Health Story
November 4
1:20PM - 5:00PM
Breakout Session
Building a robust Smartsheet deployment at Memorial Health in Illinois required deliberate governance, architecture, and automation. Sam Mueller deployed Smartsheet across the business - PMO, Marketing, Finance, HR, Supply Chain - building dozens of Control Center blueprints, Dynamic Views, and Data Shuttle configurations. Smartsheet powers the DAISY and Sunflower Award program, where patient nominations funnel through committees and recognition scales across all sites. Discover the key lessons behind their enterprise success and what they are working on next.
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Speaker Sam Mueller, Adam Lang |
Automations, Integrations, and Agents: Building Workflows That Think
November 4
1:20PM - 5:00PM
Breakout Session
Automation is evolving from rigid, rule-based flows into intelligent, agentic workflows that connect your whole stack — with no technical expertise needed. You'll learn how Smart Automations let you build workflows in plain language with AI actions at any step, how Smart Integrations turn the tools you already use into a unified workflow engine, and how AI agents are evolving alongside both — from on-demand skills, to scheduled work, to operating continuously. Leave ready to design workflows that scale your team's capacity.
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Speaker Diana Yeh, Payal Sadhwani |
Moving Beyond Sheet Sprawl: Creating Structured Governance
November 4
1:20PM - 5:00PM
Breakout Session
Disconnected sheets. No visibility, no consistency, no clear owner. This session shows how to move from sprawl to standardized operations — using AI to remove friction and Portfolios to maintain visibility at scale.You'll learn how to:- Diagnose your landscape and identify the user patterns inside it- Turn those patterns into standardized operations using AI and Portfolios- Drive adoption through standardized prompts and repeatable structureWalk away with a clear path from scattered sheets to governed, scalable operations.
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Speaker Diego Almeida |
Security and governance essentials: your controls for safe collaboration
November 4
1:20PM - 5:00PM
Breakout Session
Manage your Smartsheet plan with Admin Center & AI to unlock efficiency
November 4
1:20PM - 5:00PM
Breakout Session
In this session System Admins will learn how to use AI to simplify managing users, seats, and get usage insights faster with MCP server and Admin agent. We will also cover exciting improvements in Smartsheet governance and management that make System Admins more productive while staying in control.
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Speaker Jonathan Arias |
The Gantt View You Know, Rebuilt for Scale
November 4
1:20PM - 5:00PM
Breakout Session
Your projects kept getting bigger. Gantt view caught up. In this demo-driven session, see what's changed: 50,000-line schedules, autosave and live updates, faster predecessor editing, and a redesigned baseline and variance experience—rebuilt for speed and scale. Then look ahead at what this foundation enables: improved critical path calculation, cross-sheet dependency linking, multiple baselines and comparisons, and program-level tracking. Plus Smart Assist AI to execute it all faster. Come ready to take notes. Leave ready to run your largest projects.
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Speaker Olen Ronning |
Building an Operational Health View that Leaders Trust
November 4
1:20PM - 5:00PM
Breakout Session
Stop compiling operations data manually. Build a real-time operational health dashboard that surfaces deviations early and gives leadership the trusted live picture they need. In this hands-on session, you'll learn best practices, explore Smartsheet latest operations capabilities, and watch a an AI-powered template be configured. Perfect for operations leaders ready to transform how they manage performance. Attendees will not only walk away with best practices, but get access to a template set to get them started.
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Speaker Brian Gann |
What Your PMO Needs to Succeed: A Maturity Framework
November 4
1:20PM - 5:00PM
Breakout Session
Understanding your PMO's maturity changes how you invest. It shows you what to prioritize now and what to build toward later. This session is your roadmap. You'll assess your current level, understand your stage-specific constraints and opportunities, and learn what capabilities drive real progress. The goal: clarity on your journey from here to where you want to be, not some idealized state, but a realistic roadmap based on your actual starting point.
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Speaker Chika Monu, Devyn Heimbeck |
Driving Impact Through People in the Age of AI
November 4
1:20PM - 5:00PM
Breakout Session
Why AI Time Savings Vanish - and Four Conditions That Fix It
November 4
1:20PM - 5:00PM
Breakout Session
Most organizations capture individual AI time savings that never compound at the team level. Drawing from experience building an AI practice inside Smartsheet Professional Services, this session identifies four structural conditions — information availability, decision architecture, measurement, and authority — required for AI gains to scale. See how Smartsheet, through MCP integration, became the governed source of truth for priorities, decisions, and work — aggregating data from Slack, Google Workspace, and Zoom, turning individual productivity gains into team velocity.
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Speaker Consuelo Mercader |
Map Before You Automate: Process Excellence for the AI Era
November 4
1:20PM - 5:20PM
Breakout Session
Automating a bad process only creates faster chaos. To scale AI and avoid generic outputs, organizations must first master process mapping. This session highlights how human operational design meets the Smartsheet Intelligent Work platform. Discover how process visualization clarifies roles, exposes inefficiencies, and builds the foundation for your Smartsheet deployment. Learn to pair human judgment with Smartsheet execution to keep your workflows smart, scalable, and slop-free.
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Speaker Emily Kerwin, Kasey Weidman |
When Simple Updates Aren't Simple: From Template Drift to a Standardized, Future-Ready Portfolio
November 4
1:20PM - 5:00PM
Breakout Session
Your Control Center portfolio has grown, your templates have evolved, and your provisioned projects haven't kept up. Now even simple updates demand extra time and effort. Sound familiar? Through the story of a real single-tier, 2,000-project portfolio, you'll see how Enhanced Global Updates (EGU) pushes new sheet templates, cross-sheet references, and more across every project at once — no Bridge or API skills needed. You'll leave knowing whether your portfolio is EGU-ready, how to approach closing years of template drift, and options to prevent the problem from recurring.
View full session detailsResponsible AI: Management, Governance, and Security
November 4
1:20PM - 5:00PM
Breakout Session
As agentic AI proliferates, the questions of security, governance, and control come into sharper focus. Join us as we share our perspective, our product, and our plans: how we think about building AI responsibly, the controls available to govern AI today, and the capabilities on our roadmap. You'll walk away with a practical sense for how Smartsheet intends to safeguard users, data, and trust in the AI era.
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Speaker Daniel Medved |
Build It in an Afternoon: Real Skills to Stand Up a Solution
November 4
1:20PM - 5:00PM
Breakout Session
Do you think standing up a Smartsheet solution takes weeks and skills you don't have? It doesn't have to! This session takes you inside a fully built, working solution and pulls back the curtain on exactly how it comes together. You will learn the specific, repeatable skills, concepts, and best practices that make standing up solutions fast, easy to maintain, and simple to hand off to the next team. Whether you are refining an existing solution or leveling up how you build the next one, this session is designed to leave you with real techniques you can put to work immediately.
View full session detailsLevel up your sheets with helper column formulas
November 4
1:20PM - 5:00PM
Breakout Session
Transform your 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 detailsTurn live data into board-ready reports with AI
November 4
1:20PM - 5:00PM
Breakout Session
PMOs and ops teams lose hours every week rebuilding the same status decks, ExCo briefings, and board updates by hand, even with live dashboards already in place. This session shows how AI can pull straight from that live data to generate polished, boardroom-ready reports in exactly the format each audience needs, in minutes. You'll watch a board deck and an executive briefing get built live, on stage, using natural-language prompts. Leave with the prompting principles to apply this to your own reporting challenges.
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Speaker Oliver Powell |
You've Mastered the Nested IF - Now What?
November 4
1:20PM - 5:00PM
Breakout Session
Before AI, becoming an advanced formula user meant memorizing functions and mastering syntax. Now that AI writes complex formulas from plain-language prompts, advanced users stand apart by knowing how to describe their goals, which functions to request intentionally, and how to fix what AI can't see. We'll cover prompting AI for formulas, explore functions worth requesting by name (MOD, VALUE, COLLECT, HAS, INDEX, MATCH), and troubleshoot beyond syntax issues. You'll leave able to build a final formula faster with fewer errors, and create efficient operations through smarter automation.
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Speaker Courtney Lake |
From API Confidence to AI Readiness
November 4
1:20PM - 5:00PM
Breakout Session
Many IT teams trust the Smartsheet API but are wary of "AI." Here's the secret: MCP is the API. Every MCP tool call runs through the same permissions and infrastructure your IT team already approved. This session goes deep on what the API actually does today, like standardized project structures, bulk operations, and webhook-triggered automations, and shows how that same foundation, plus growing audit visibility, powers MCP tomorrow. Attendees leave understanding that adopting the API now means AI readiness later.
View full session detailsSmartsheet Product Roadmap: A look ahead
November 4
1:20PM - 5:00PM
Breakout Session
Hear our vision for the future of the Smartsheet product. See a preview of upcoming capabilities and early-stage concepts we're still shaping, and learn how to get early access to our latest innovations.
View full session detailsFrom One to Many: Solving Scale with the Smartsheet API
November 4
1:20PM - 5:00PM
Breakout Session
Scale breaks things. Here's how the Smartsheet API fixes that. Every Builder and Architect hits the same wall: what works for one sheet or project breaks down at ten, fifty, or five hundred. This session shows how the Smartsheet API solves the "one-to-many" problem through three use cases: standardized project plans across dozens of engagements, replicating a proven structure at scale, and webhook-triggered automations reacting to changes in real time. This is a pattern library: attendees see the API building blocks (templates, bulk operations, webhooks) that solve all three.
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Speaker Iliyan Panchev, Chad Eiring |
Death to Busywork: Power Up Your Sheets with AI
November 4
1:20PM - 5:00PM
Breakout Session
AI Everywhere: From Personal Wins to Organization-Wide Impact
November 4
1:20PM - 5:00PM
Breakout Session
Most organizations have AI running somewhere. Leaders have it running everywhere — across individuals, teams, and the whole org. We'll start with a quick grounding in what we mean by AI and how to get the best value from it (no AI background required), then move straight into examples you can use immediately, from Smart Assist and Smart Columns to the AI Dashboard Builder, MCP connectors, and more. You'll leave knowing which capability to reach for at the individual, team, and org level — and how the value compounds as adoption grows.
View full session detailsConnect Your Work to Microsoft Copilot and More: A Deep Dive into MCP Connectors
November 4
1:20PM - 5:00PM
Breakout Session
Your teams already live in their AI tools — so bring Smartsheet to them. This hands-on deep dive covers the Smartsheet MCP connector for Microsoft Copilot. Ask about overdue tasks, risks, or workloads and get live answers straight from Smartsheet data. Update projects, reassign work, or generate reports, all without leaving Copilot. You'll see live demos of how it works and how to set it up for your team. We'll also talk through how to connect to Claude, ChatGPT, and Gemini — connecting your live work data to the AI tool of your choice.
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Speaker Elizabeth Matson |
Intake to Archive: The Anatomy of a Complete Solution
November 4
1:20PM - 5:00PM
Breakout Session
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.
View full session detailsFrom Hype to Real Workflows: AI as a PMO Teammate
November 4
1:20PM - 5:00PM
Breakout Session
Everyone's talking about AI. Fewer people are showing what it looks like when it's doing real work. This session follows a PMO lead through a single workday, moving from scattered morning inputs to a clear plan of action, with AI as a genuine working teammate. You'll see a live portfolio briefing, a resource analysis that surfaces capacity risks before they become problems, and an intake agent that turns a conversation into a structured project request. No AI background required.
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Speaker Amy Yarrington, Flora Ellis |
From Blank Canvas to Advanced Dashboard
November 4
1:20PM - 5:00PM
Breakout Session
A good dashboard is easier to build than most people think, and the newest features make it faster than ever. This practical, build-focused session starts from a blank canvas and covers best practices that work at any level. Then we put the latest tools to work, drafting a dashboard in seconds with AI, using the new chart widget for clarity, and adding global filters so one view serves every audience. Whether you're building your first dashboard or you're a pro who hasn't caught up on the latest features, you'll leave with an approach you can use right away.
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Speaker Kendra Michaels, MSPM, PMP |
Welcome Reception
November 4
5:00PM - 6:30PM
Reception
Ready to turn your connections into real-world opportunities?Kick off your conference experience in the vibrant Intelligent Work Experience Hub, the high-energy destination for networking. More than just complimentary gourmet food and signature beverages, this reception is your chance to solidify the professional relationships you’ve been building.Connect with the People Who Matter: Use the ENGAGE Event App to identify the people you've been connecting with online, then easily meet them face-to-face! This is the perfect setting to transition those scheduled 1-on-1 chats into genuine, productive conversations.Unlock Sponsor Insight: Don't just browse the booths—mingle with our Smartsheet sponsors and staff who are eager to meet you. This is a dedicated, relaxed environment to have direct, high-value conversations with the companies driving innovation in the Smartsheet ecosystem. They’re here to offer exclusive insights, discuss your specific challenges, and explore future partnerships.Go Deep with Experts: Share your direct feedback and gain exclusive product knowledge from the Smartsheet subject matter experts and developers who build and use our products every day.Come ready to learn, offer feedback, and cultivate the powerful professional network that will define your success in 2026!
View full session detailsExperience Hub
November 4
5:00PM - 6:30PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsAttendee Breakfast
November 5
7:30AM - 9:00AM
Attendee Meals
Fuel up for the day: Grab a nourishing breakfast and connect with Smartsheet experts before the keynote. Get ready for a full day of learning!
View full session detailsRegistration
November 5
7:30AM - 5:00PM
Registration
Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.
View full session detailsExperience Hub
November 5
7:30AM - 9:00AM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsCoffee Connect
November 5
7:30AM - 9:00AM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsCoat and luggage check
November 5
7:30AM - 8:30PM
Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748
View full session detailsCoffee Connect
November 5
10:00AM - 7:00PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
View full session detailsAttendee Lunch
November 5
11:20AM - 1:20PM
Attendee Meals
Savor a delicious lunch while engaging with Smartsheet experts and fellow enthusiasts. This is a prime opportunity to exchange ideas, share experiences, and build connections with others passionate about driving impactful change within the Smartsheet community. Take advantage of this informal setting to foster meaningful discussions and network with like-minded individuals.
View full session detailsExperience Hub
November 5
11:20AM - 1:20PM
Experience Hub
Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.
View full session detailsAttendee Party
November 5
5:00PM - 8:00PM
Attendee Party
Start exploring what’s ahead
We’ve released a handful of sessions — click a title for more details.
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.
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