Intake Information with Forms

Learn how to apply forms to streamline requests so you can track and evaluate new work. You will leave the class understanding how forms improve efficiency within a project or process and the best practices for incorporating them into your work stream.

Learning Objectives:
At the end of this course, participants will be able to:
• Create an intake sheet and understand how it is different from a project sheet 
• Design an effective form that incorporates different form fields and logic  
• Apply best practices to form settings 
• Share forms with internal and external users 
• Take the next steps with your data  

Duration: 120 minutes 

Maximum Number of PDUs: 2

Audience: This course is intended for licensed Smartsheet users on business, enterprise, and premier plans who want to use forms to streamline how they intake information during a project or throughout a process to better track information Smartsheet.

Prerequisites: Experience with: sheet foundations, conditional formatting, automation, formulas, and sheet summary.

Features Covered:
• Forms (in depth)
• View of features to connect concepts but the following are not taught in this course: connecting data to automation (pre-built), pulling data into a Sheet Summary (pre-built with formulas), and converting data to a metrics sheet and Dashboard chart (pre-built)

Questions? 

Contact training@smartsheet.com