Automated Workflows

Automated Workflows

Course Overview

Course Description:

Want to automate your process, but not sure where to get started? Join us for a two-hour, hands-on course: Automated Workflows. This is an Instructor Led Training where you will learn how to set up a workflow and leave the class with automation you can use to save time right away. We recommend having two monitors available when participating in this course.

Event Time & Course Details: 

  • Length: 2 hours
  • Format: Zoom Webinar
  • Level: Beginner

Course Includes: 

  • Workbook containing key concepts of each topic covered
  • Hands-on activities and materials shared with your Smartsheet account

Course Agenda

Update Requests Approval Workflows 
Reminders Lock Row
Alerts Move/Copy Row

 

 

 

 

 

Prerequisite Materials 

Prerequisite knowledge of sheets, sharing, and how to build an automated workflow. Please refer to the materials below in preparation for the course:

Register/Launch Live Training

Event Date Spaces left
Automated Workflows 50

Agenda

  • Register/Launch Live Training
  • Course Materials

    Please watch these videos prior to attending class.

  • Instructor's Slides
  • Smartsheet Activity Sheet
  • Activities
  • Additional Resources
  • Automated Workflows Overview
  • Alerts and Reminders
  • Update Requests
  • Approval Requests
  • Move and Copy Rows
  • Post Class Survey
  • Automated Workflows Post-Class Survey

Course Overview

Course Description:

Want to automate your process, but not sure where to get started? Join us for a two-hour, hands-on course: Automated Workflows. This is an Instructor Led Training where you will learn how to set up a workflow and leave the class with automation you can use to save time right away. We recommend having two monitors available when participating in this course.

Event Time & Course Details: 

  • Length: 2 hours
  • Format: Zoom Webinar
  • Level: Beginner

Course Includes: 

  • Workbook containing key concepts of each topic covered
  • Hands-on activities and materials shared with your Smartsheet account

Course Agenda

Update Requests Approval Workflows 
Reminders Lock Row
Alerts Move/Copy Row

 

 

 

 

 

Prerequisite Materials 

Prerequisite knowledge of sheets, sharing, and how to build an automated workflow. Please refer to the materials below in preparation for the course:

Live events

Register/Launch Live Training

Event Date Spaces left
Automated Workflows 50

Agenda

  • Register/Launch Live Training
  • Course Materials

    Please watch these videos prior to attending class.

  • Instructor's Slides
  • Smartsheet Activity Sheet
  • Activities
  • Additional Resources
  • Automated Workflows Overview
  • Alerts and Reminders
  • Update Requests
  • Approval Requests
  • Move and Copy Rows
  • Post Class Survey
  • Automated Workflows Post-Class Survey