Click a Smartsheet course title below to view class details and dates:
Smartsheet Training for Employees and Individuals in the San Jose area
Data Creative provides live, instructor-led Smartsheet classes to help you learn the fast-growing work collaboration tool that lets you follow your teams progress, share documents, and increase office productivity. You will learn best practices, methodology, and mechanics around how to build and share collaborative checklists, project plans, calendars, and dashboards. Smartsheet is ideal for waterfall and agile projects, product launches, planning, events, and more.
Smartsheet Training for Private Groups in the San Jose area
Data Creative can deliver live, in-person Smartsheet classes to your group at your location in the San Jose, California area. Our instructors will go onsite to deliver standard or customized classes to meet your needs, schedule and budget. Contact Data Creative today to learn more about our private group training capabilities.
Request a private group training event here for your group in San Jose, California or call 916-601-0992 for more information.
San Jose Smartsheet Classes
Smartsheet Level 1 – Introduction
Getting to Know the Smartsheet Application — 1 Day
Smartsheet Level 1 is a one-day instructor-led class to help get started with Smartsheet, create an account, and update it. Explore how to navigate the features and functions of the spreadsheet style interface and configure the interface display options to meet your team’s needs. Learn the process of capturing data, organizing your data, and then visualizing your data story.
- Navigation Overview
- Solution Center
- Sheets
- Rows and Hierarchy Introduction
- Introduction to Dependencies
- Columns and column types
- Formatting Cells to Improve Readability
- Attachments
- Conditional Formatting
- Formula Basics Introduction
- Sharing
- Contacts and Groups
- Views
- Comments and Conversations
- Personal Settings
- Sheets-Reports-Dashboard Relationships
Class Schedule
Smartsheet Level 2 – Intermediate
Formulas, Forms, Automation, Reports and more in Smartsheet — 1 Day
Smartsheet Level 2 is a one-day instructor-led class covering math in the Smartsheet process, automating your approaches to data capture, controlling who can do what and when and where to the data content, and improving your data storytelling.
- Formulas
- Forms
- Workspaces and Folders
- Permissions
- Track and View Sheet Activity
- Sorting and Filtering
- Automation
- Add links and images for easy access by team members
- Alerts & Reminders
- Update Requests
- Approval Requests
- Export, publish, or print a sheet to share data with a broader
- Reports
- Sheet Summary
Class Schedule
Smartsheet Level 3 – Advanced
Dashboards, Customization and more Advanced Smartsheet Features — 1 Day
Smartsheet Level 3 is a one-day instructor-led class to help perfect your processes and project management in Smartsheet. Decide the output for your various audiences.
- Customizing a Task List
- Creating and Combining Reports from Task Lists
- Dashboards
- More on Permissions and Sharing
- More on Forms that point to Sheets
- Supplemental Content
- Smartsheet Special Features