User Education

Agenda

Four days and more than
90 high-value sessions.
Explore all ENGAGE has to offer.

September 30, 2019

8:00 AM
to 5:00 PM

Pre-Conference Training: Advanced Work Management with Smartsheet

This course is designed for experienced Smartsheet users who want to implement best practices for managing and reporting on work at scale.This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.

8:00 AM
to 5:00 PM

Pre-Conference Training: Beginning with Smartsheet

This course is designed for newer users who wish to gain a foundational understanding of the Smartsheet work execution platform.This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.

8:00 AM
to 5:00 PM

Pre-Conference Training: Intermediate Level Smartsheet

This course is designed for users who have foundational knowledge and skills, and wish to continue learning and impacting their team’s ability to collaborate effectively and efficiently. This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.

October 1, 2019

9:00 AM
to 10:30 AM

Opening Keynote: Smartsheet CEO Mark Mader

Kick off the ENGAGE conference with our CEO Mark Mader, as he shares what's new - and what's next - for Smartsheet.

11:00 AM
to 12:00 PM

Dynamic View: Manage Processes at Scale

Want to know how to enable conditional collaboration with Dynamic View? This session will cover how to create custom configurations to ensure users have the access to the fields they need, when they need it.

11:00 AM
to 12:00 PM

Getting Started with Formulas

Formulas in Smartsheet are a key component of successful work management. This session will walk you through the basic steps of creating formulas, discuss the top five functions, and get you started on your path to using formulas successfully.

1:00 PM
to 2:00 PM

Getting Started With Smartsheet Automated Workflows

It's easy to get started with automation! Starting with row-level actions and finishing with automated sheet actions, you'll leave this session with ideas for putting these time-saving features into use immediately.

1:00 PM
to 2:00 PM

Save Time and Increase Efficiency With Formulas

In this session, you'll learn how to build formulas into your work to automate calculations and accelerate your work management. We'll cover formulas that will help you surface summary calculations when you use hierarchy in your sheets, automate symbol columns like RYG balls to reflect changes in status without manual work, and much more.

2:15 PM
to 3:15 PM

Become a Workflow Design Expert

Even with the best software tools in the world, if you don't understand your process or how to define success, you won't get the best result. Set yourself up to succeed in Smartsheet with an outline of goals, roles, visibility, and processes —  and learn best practices for translating this roadmap into workflows that will bring it all to life.

2:15 PM
to 3:15 PM

Taking Formulas to the Next Level

In this session, you'll learn the most advanced use of Smartsheet formulas, including functions such as ATCELL, VLOOKUP, INDEX and more.

2:15 PM
to 3:15 PM

Drive Consistency Across Projects and Processes with Control Center

Are you a new Control Center user, or just want to learn more about how Control Center works? This session will show you how Control Center automates projects and processes, from intake to portfolio-level reporting.

3:45 PM
to 4:45 PM

Mapping Data Across Sheets

Get insight into how you can map data across sheets with cross-sheet formulas, as well as with the Smartsheet premium app, DataMesh. This session will give you best practices for using both.

3:45 PM
to 4:45 PM

Getting the Most out of Workflows

Take your use of Smartsheet automation features to the next level with this deeper dive into notifications, approvals, and more. You'll learn tips and tricks for getting the most out of these powerful yet simple to set up features.

3:45 PM
to 4:45 PM

The IT PMO Accelerator: Optimize Your IT PMO Operations, Fast

The Smartsheet Accelerator for IT PMO is a pre-built solution that enables IT teams to centralize project prioritization, drive consistency in project execution, global updates, and project archiving, while providing real-time visibility into strategic initiatives. In this session, you'll learn how to use this solution to accelerate IT project delivery.

October 2, 2019

8:30 AM
to 9:15 AM

Smartsheet Senior Executive Q&A

This interactive panel is your chance to ask questions and provide feedback directly to the Smartsheet leadership team.

9:45 AM
to 10:45 AM

Data Uploader: Transform your Smartsheet Solution

Want to automatically upload data from an external system into your Smartsheet solution? This session will show you how Data Uploader can automatically merge or replace data from a third-party application, like Excel, into Smartsheet.

11:00 AM
to 12:00 PM

Project Sheets for the Non-Project Manager

Comfortable with Smartsheet but hesitant to use a project sheet? Fear not, this session will look at the project sheet through the eyes of a non-project manager to help you take your planning and organization to the next level.

11:00 AM
to 12:00 PM

The Smartsheet Customer Engagements Accelerator: Solve Sales Management Challenges Fast!

Learn how to use this pre-built solution to quickly and effectively tackle your sales organization's most complex deals. You'll learn how to achieve better pipeline transparency, reduce sales management, and increase deal closure success with this Accelerator.

1:00 PM
to 2:00 PM

Guest Keynote: Barbara Corcoran

Author, investor, and television personality Barbara Corcoran discusses her winning strategies for bringing fun into the workplace. This star of ABC's Shark Tank will also share her secrets to establishing an atmosphere that breeds innovation.

2:30 PM
to 3:30 PM

Smartsheet Reports: Increase Transparency and Accelerate Productivity

Learn how to use Smartsheet reports to build bi-directional views across your teams, projects, and tasks. Understand the functional basics and how to share real-time project progress with internal stakeholders or clients. You'll learn how to summarize your own responsibilities across multiple projects, surface a view of tasks yet to be completed, and elevate high-level portfolio milestone dates.

3:45 PM
to 4:45 PM

Getting the Most Out of Your Dashboards

What's the difference between a good dashboard from a great dashboard? In this session, you will learn to build best-in-class Smartsheet dashboards that give your teams all the real-time information they need.

3:45 PM
to 4:45 PM

Deep Dive into Project Sheets

Are you a project manager new to Smartsheet? This session will discuss how to get the most out of your project plans in Smartsheet.

3:45 PM
to 4:45 PM

Reports: Tips, Tricks and Troubleshooting

This session will help you become a reporting expert! Learn how to consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. Know when and where to use reports, and how to troubleshoot when needed to get the best possible results.

October 3, 2019

8:00 AM
to 12:00 PM

Smartsheet Solution Certification Exam: Project Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.

8:00 AM
to 12:00 PM

Smartsheet Solution Certification Exam: Process Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.

8:30 AM
to 9:30 AM

Getting the Most Out of Your Portals

Keep your teams on the same page with easy-to-create and maintain centralized information portals. This session will give you examples and tips to get the most out of your Smartsheet portals.

8:30 AM
to 9:30 AM

Smartsheet Has an API? What is That and Why Would I Want to Use it?

Have you heard the term API and have no idea what it means? This session explains the basic concepts and how a company can leverage the Smartsheet API to build powerful solutions that take their work execution to a new level.

9:45 AM
to 10:45 AM

Smartsheet API: Tips and Tricks

Comfortable with coding and working with the Smartsheet API? Attend this session to learn valuable tips and tricks to get the most out of your API integrations.

9:45 AM
to 10:45 AM

Forms: Gather Information at Scale

Smartsheet forms are the fast, easy way to collect and act on information in Smartsheet. Join us to learn how to use forms to streamline intake, structure your sheet to stay current on new requests, and assign next steps to your team. You'll learn how to transform customer surveys, collateral requests, ticketing systems, and more.

1:00 PM
to 5:00 PM

Smartsheet Solution Certification Exam: Project Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.

1:00 PM
to 5:00 PM

Smartsheet Solution Certification Exam: Process Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.