Breakout Session

For the citizen PM: Managing structured projects in Smartsheet

Thursday, Nov 6 | 2:30PM - 3:30PM

Details

Are you managing structured, phase-based projects in Smartsheet, even if “project manager” isn’t in your title? You might be using the traditional or waterfall project methodology without even realizing it. This session is a crash course on what waterfall is, when it works best, and how to bring it to life in Smartsheet. You’ll learn how to capture project requirements, break down work, track progress, and report out to stakeholders. Here, we’ll cover how to use views like table, timeline, and Gantt, plus explore features like forms, automation, conditional formatting, dashboards, and more!

	Content Track Collaborative work management fundamentals
	User Level Intermediate
	PMI Credits 1
	Industry All Industries

Speakers

Samuel Garrison

Senior Solutions Consultant

Sam is a Senior Solutions Consultant at Smartsheet, where he has spent over three years helping enterprise customers drive solution adoption, foster innovation, and achieve measurable impact. When he first discovered Smartsheet as an end-user, Sam quickly began building tools to improve efficiency and streamline workflows. With a diverse background spanning multiple industries and roles, he brings a seasoned perspective to every engagement, empowering organizations to unlock new ways of working through strategic implementations.

Tyson Brown

Principal Product Manager

Tyson is a seasoned product leader blending design, strategy, and business expertise with a passion for scaling collaborative work management. He has led product-led growth teams and new product launches at Calendly, Keap, Infusionsoft, and Apple Retail—driving gains in activation, engagement, and conversion. Since joining Smartsheet in August 2024, Tyson has been shaping the next generation of collaborative work management—Table view—modernizing performance, usability, and collaboration to help teams achieve meaningful outcomes.