Automated Workflows

Automated Workflows

Learn how to set up a workflow and leave the class with automation you can use to save time right away

Course Overview

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.

Learning Objectives:
At the end of this course, participants will be able to:
• Describe what an automated workflow does 
• Determine if a given set of actions could be accomplished with a workflow 
• Apply workflows to an existing process 

Duration: 120 minutes

Audience: Licensed Smartsheet users who are looking to get the most out of automated workflows. Users on Business, Enterprise, and Premier plans will benefit the most because they have access to all workflow types.

Prerequisites: Familiarity with working in sheets and knowledge of sharing, basic knowledge of workflow creation.

Features Covered:
• Automated Workflows 
• Alerts 
• Update Requests 
• Approval Requests  
• Move & Copy Rows
• Lock Rows 

Questions? 

Contact training@smartsheet.com

Register/Launch Live Training

Event Date Spaces left
Automated Workflows 41
Automated Workflows 37
Automated Workflows 49
Automated Workflows 50
Automated Workflows 49
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 PDU Information

Course Overview

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.

Learning Objectives:
At the end of this course, participants will be able to:
• Describe what an automated workflow does 
• Determine if a given set of actions could be accomplished with a workflow 
• Apply workflows to an existing process 

Duration: 120 minutes

Audience: Licensed Smartsheet users who are looking to get the most out of automated workflows. Users on Business, Enterprise, and Premier plans will benefit the most because they have access to all workflow types.

Prerequisites: Familiarity with working in sheets and knowledge of sharing, basic knowledge of workflow creation.

Features Covered:
• Automated Workflows 
• Alerts 
• Update Requests 
• Approval Requests  
• Move & Copy Rows
• Lock Rows 

Questions? 

Contact training@smartsheet.com

Live events

Register/Launch Live Training

Event Date Spaces left
Automated Workflows 41
Automated Workflows 37
Automated Workflows 49
Automated Workflows 50
Automated Workflows 49
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 PDU Information