Agenda
With thought-provoking speakers and 60+ actionable sessions, you’ll get the tools and inspiration you need to tackle your next big thing.
Agenda at-a-glance
Tuesday, Oct. 8
Wednesday, Oct. 9
Thursday, Oct. 10
Sessions for every Smartsheet user level
Get ready for 60+ actionable sessions brimming with ideas to make work, work better, from practical workshops and demos to ways to leverage the platform to enhance your organization's performance.
Introductory
Tailored to new Smartsheet users, this track navigates through the Smartsheet platform, covering an extensive array of topics from workspaces and formulas, to how to analyze data and collaborate on content.
Intermediate
Ready to elevate your skills beyond the basics and discover new ideas? With this track, you’ll be immersed in complex formulas, solution building, Resource Management, Smartsheet administration, and more.
Advanced
In this track you'll learn how to maximize your Smartsheet expertise by taking your automations to the next level and unlocking the potential of Smartsheet Bridge, DataTable, and Data Shuttle.
Sessions for every Smartsheet user level
Get ready for 60+ actionable sessions brimming with ideas to make work, work better, from practical workshops and demos to ways to leverage the platform to enhance your organization's performance.
Explore a suite of upcoming product innovations poised to revolutionize the management of projects, programs, and processes at scale. Smartsheet senior leaders will articulate the vision for the Smartsheet Platform, which is designed not only to deliver significant business value but also to empower everyone, everywhere to change the way the world works.
From driving organizational change to mastering the art of project prioritization, this track provides insights into how Smartsheet experts and customers have overcome real-world challenges with scalable solutions. These sessions cover a wide range of industries and are perfect for project and portfolio managers, IT and marketing professionals, business leaders, and anyone aiming to harness the full potential of Smartsheet.
Whether you’re just getting started with Smartsheet or an advanced user, you’ll discover how to maximize core Smartsheet features in this track. From getting multi-level managerial approvals to leveraging automations and formulas for streamlined project management, each session will give you practical skills to bring back to your organization.
This track is geared towards System Administrators and those aiming to enhance collaboration and productivity. With sessions led by product and security experts, you’ll explore how to optimize workflows, ensure data security, and integrate Smartsheet with the tools your teams use every day.
Find out how to build the optimal team for any project without overwhelming anyone, all while staying on top of priorities. In this track, you’ll get insider tips from Smartsheet pros and learn how other users are boosting efficiency and sparking innovation by smartly managing teams and resources.
Explore powerful methods for effectively managing large workloads with process automation, integrations, and project and portfolio management. In this track, you’ll gain insights from Smartsheet experts and customers on how to accomplish project consistency and visibility at scale.
Showcasing how you can tap into the power of content collaboration with Smartsheet, the sessions in this track detail how to use creative media and streamline rounds of feedback. Whether you're looking to manage content intake, prioritize creative projects, or execute a global campaign, you’ll discover how Smartsheet can unblock creativity and productivity.
Sessions for every Smartsheet user level
Get ready for 60+ actionable sessions brimming with ideas to make work, work better, from practical workshops and demos to ways to leverage the platform to enhance your organization's performance.
Exploring what’s next in the Smartsheet Platform
Explore a suite of upcoming product innovations poised to revolutionize the management of projects, programs, and processes at scale. Smartsheet senior leaders will articulate the vision for the Smartsheet Platform, which is designed not only to deliver significant business value but also to empower everyone, everywhere to change the way the world works.
Making meaningful change with Smartsheet
From driving organizational change to mastering the art of project prioritization, this track provides insights into how Smartsheet experts and customers have overcome real-world challenges with scalable solutions. These sessions cover a wide range of industries and are perfect for project and portfolio managers, IT and marketing professionals, business leaders, and anyone aiming to harness the full potential of Smartsheet.
Expanding your Smartsheet skillset
Whether you’re just getting started with Smartsheet or an advanced user, you’ll discover how to maximize core Smartsheet features in this track. From getting multi-level managerial approvals to leveraging automations and formulas for streamlined project management, each session will give you practical skills to bring back to your organization.a
Securing, integrating, and managing Smartsheet
This track is geared towards System Administrators and those aiming to enhance collaboration and productivity. With sessions led by product and security experts, you’ll explore how to optimize workflows, ensure data security, and integrate Smartsheet with the tools your teams use every day.
Managing work and teams
Find out how to build the optimal team for any project without overwhelming anyone, all while staying on top of priorities. In this track, you’ll get insider tips from Smartsheet pros and learn how other users are boosting efficiency and sparking innovation by smartly managing teams and resources.
Working at scale
Explore powerful methods for effectively managing large workloads with process automation, integrations, and project and portfolio management. In this track, you’ll gain insights from Smartsheet experts and customers on how to accomplish project consistency and visibility at scale.
Cultivating content collaboration
Showcasing how you can tap into the power of content collaboration with Smartsheet, the sessions in this track detail how to use creative media and streamline rounds of feedback. Whether you're looking to manage content intake, prioritize creative projects, or execute a global campaign, you’ll discover how Smartsheet can unblock creativity and productivity.
Sessions for every Smartsheet user level
Get ready for 60+ actionable sessions across seven tracks brimming with ideas to make work, work better, from practical workshops and demos to tips for leveraging the platform to enhance your organization's performance.
Explore a suite of upcoming Smartsheet product innovations poised to revolutionize the management of projects, programs, and processes at scale.
From driving organizational change to the art of project prioritization, this track provides insights into how Smartsheet experts and customers have overcome real-world challenges with scalable solutions.
Whether you’re just getting started with Smartsheet or an advanced user, you’ll discover how to maximize core Smartsheet features in this track.
With sessions led by product and security experts, the sessions in this track explore how to optimize workflows, ensure data security, and integrate Smartsheet with the tools your teams use every day.
In this track, you’ll get insider tips from Smartsheet pros and learn how other users are boosting efficiency and sparking innovation by smartly managing teams and resources.
In this track, you’ll explore powerful methods for effectively managing large workloads and gain insights on how to accomplish project consistency and visibility at scale.
Whether you're looking to manage content intake, prioritize creative projects, or execute a global campaign, you’ll discover how Smartsheet can unblock creativity and productivity.
Explore the agenda
Filter by track, date, or session type. Click on each session title to learn more. Please note, dates and times are subject to change.
Pre-Conference Breakfast
October 7
7:30AM - 8:30AM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsUnlocking Control Center
October 7
8:30AM - 4:30PM
Pre-Conference…
Intermediate level This workshop is designed to help you explore whether Smartsheet Control Center (SCC) is right for your organization. Learn the fundamentals of how our robust project and portfolio management tool builds on Smartsheet core capabilities. We will also cover all Control Center's key terminology and functionality. Prerequisites: None
View full session details
User Level Intermediate |
Core App Bootcamp
October 7
8:30AM - 4:30PM
Pre-Conference…
Introductory level This workshop is designed to help you use Smartsheet effectively as a collaborative work management solution. Learn about fundamental capabilities, including sheets, reports, automations, formulas, and dashboards. This workshop will also give you a solid foundation for pursuing the Core Product Certification. Prerequisites: None
View full session details
User Level Introductory |
Managing a Control Center Blueprint
October 7
8:30AM - 4:30PM
Pre-Conference…
Advanced level We designed this workshop to help you manage an organization’s portfolio in Smartsheet Control Center (SCC) including all of its projects and processes. We will cover maintaining blueprints, managing SCC projects, portfolio management, and archiving assets. This workshop serves as a solid foundation for the Control Center Lead Certification. Prerequisites: Core Product Certified
View full session details
User Level Advanced |
Building a Multi-tier Control Center Solution
October 7
8:30AM - 4:30PM
Pre-Conference…
Advanced level We designed this workshop to guide advanced users in structuring and managing complex projects within Smartsheet Control Center. We will discuss the components essential to a multi-tier solution, share best practices, and configure a hierarchical solution structure to create projects within business contexts, such as regions or lines of business. Prerequisites: Control Center Lead Certified or 12+ months Control Center experience
View full session details
User Level Advanced |
Introduction to Smartsheet and Project Management
October 7
8:30AM - 4:30PM
Pre-Conference…
Introductory level We designed this workshop to help you get started on using Smartsheet Project Management capabilities. We will also cover the essential foundational Smartsheet core application knowledge. This course can also be a foundation for those interested in pursuing the Project Management Certification. Prerequisites: None
View full session details
User Level Introductory |
Bridge Foundations
October 7
8:30AM - 4:30PM
Pre-Conference…
Advanced level We designed this workshop to introduce you to Bridge, the Smartsheet process automation engine that enables you to connect data across systems and automate routine tasks. Learn how to create flexible workflows that fit your business processes and review key concepts like triggers, modules, and data references. Prerequisites: Core Product Certified and familiar with simple coding.
View full session details
User Level Advanced |
Building a Control Center Blueprint
October 7
8:30AM - 4:30PM
Pre-Conference…
Advanced level We designed this workshop to guide you through building in Smartsheet Control Center, including how to set up your blueprints. We will cover building intake sheets, using project metrics sheets, and configuring Portfolio WorkApps. Prerequisites: Core Product Certified
View full session details
User Level Advanced |
Pre-Conference Training
October 7
8:30AM - 4:30PM
Pre-Conference
Registration
October 7
9:00AM - 6:00PM
Registration
Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.
Pre-Conference Lunch
October 7
12:00PM - 1:00PM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsCoffee Connect
October 7
2:00PM - 6:00PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
Experience Hub
October 7
2:00PM - 6:00PM
Experience Hub
The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!
Smartsheet User Group
October 7
3:30PM - 5:00PM
User Group
Join us at our User Group at ENGAGE and connect with fellow Smartsheet enthusiasts! Discover how a Smartsheet mobilizer streamlines work, meets deadlines faster, and enhances productivity, including insights on how they established their own Smartsheet Community of Practice. In addition, share your Smartsheet knowledge and experience with others through an interactive activity, where through shared insights you will collaborate to refine solutions for common use cases. Space is limited to 100 seats and included with your ENGAGE registration!
Pushing the boundaries of Smartsheet!
October 7
3:40PM - 3:50PM
Experience Hub…
Smartsheet has limitless potential—it's all about how creatively you use it. By thinking outside the box and leveraging integrations and APIs, you can unlock new, game-changing possibilities. Whether you're eliminating data silos, automating complex workflows, or managing portfolios with advanced tools, the opportunities are endless. Don't miss out on this chance to unleash your imagination and discover how Smartsheet can truly transform your business operations. Come explore and be inspired to push the boundaries of what’s possible.
View full session details
Location Experience Hub Theater - Level 2 |
Newbie orientation for first-time ENGAGE attendees
October 7
4:00PM - 4:15PM
Experience Hub…
Join us for a one-hour mixer in the Experience Hub to learn how you can get the most from your first visit to ENGAGE. You’ll hear from Smartsheet leaders, and the ENGAGE planning team. Plus, you'll have a chance to meet other first-time attendees.
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Speaker Joe Goetschel |
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Location Experience Hub Theater - Level 2 |
WorkApps for Meeting & Request Management in Healthcare Organizations
October 7
4:20PM - 4:30PM
Experience Hub…
Learn how to take control of committee work, requests, and meeting minutes like a pro! We'll explore how to centralize all your tasks and roles in one streamlined location, making it easier than ever to keep everything and everyone on track.
View full session details
Speaker Katye Reed |
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Location Experience Hub Theater - Level 2 |
Drive adoption with the Mobilizer Program
October 7
5:00PM - 5:10PM
Experience Hub…
Unlock the full potential of the Smartsheet Mobilizer Program! Discover how our 6,000-strong community is driving change, and hear from a fellow Mobilizer who has transformed team collaboration using these resources. Learn actionable tips to boost Smartsheet adoption within your organization. Plus, stick around for a chance to win Smartsheet prizes by answering trivia questions at the end!
View full session details
Speaker Claire Sternoff, Deena Duran |
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Location Experience Hub Theater - Level 2 |
Attendee Breakfast
October 8
7:30AM - 9:00AM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsAttendee Break
October 8
7:30AM - 9:00AM
Attendee Break
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsCoffee Connect
October 8
7:30AM - 9:00AM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
Experience Hub
October 8
7:30AM - 9:00AM
Experience Hub
The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!
Registration
October 8
7:30AM - 5:30PM
Registration
Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.
From Novice to Expert: The Transformative Impact of Smartsheet University Training and Certification
October 8
8:10AM - 8:20AM
Experience Hub…
In a rapidly evolving world, the ability to learn and adapt is crucial. This session explores the transformative impact of continuous Smartsheet University training and certification on both individual careers and organizational success.
View full session details
Location Experience Hub Theater - Level 2 |
Smartsheet + GIS for Public Works: Tracking your most important assets
October 8
8:30AM - 8:40AM
Experience Hub…
Learn how to map your data from Smartsheet into a graphical view on Google Maps. We'll leverage Data Shuttle to do the heavy lifting and show how these solutions can come to life on your Smartsheet dashboards!
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Speaker Brad Powers |
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Location Experience Hub Theater - Level 2 |
Opening Keynote
October 8
9:00AM - 10:00AM
Keynote
Get the first look at the newest innovations to drive productivity and efficiency as you plan, do and scale your work with the world's most powerful enterprise work management platform. Smartsheet leaders, including CEO, Mark Mader; SVP of Product Experiences, Ben Canning; and VP of Commercial Sales, Jeana Kruszynski frame the future of Smartsheet and unveil a cascade of new features to revolutionize the ways organizations operate. Plus, you’ll learn from leading customers who will share their most exciting Smartsheet innovations and inspirations.
Content Track Keynote |
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Speaker Ben Canning, Jeana Kruszynski, Max Long, Mark Mader |
Attendee Break
October 8
10:00AM - 10:30AM
Attendee Break
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsControl Center Lead Certification
October 8
10:30AM - 12:00PM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsManaging data across your advanced solutions: Cell links, cross-sheet formulas, and beyond
October 8
10:30AM - 11:30AM
Breakout Session
In this session, we will explore various methods to propagate and manage data across your solutions, from cell links to cross-sheet formulas. Plus, you’ll have an exclusive preview of a new way to seamlessly connect your data.
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Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Bob Fraser |
System Administrator Certification
October 8
10:30AM - 12:00PM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsHow to evolve your PMO to focus on value delivery
October 8
10:30AM - 11:30AM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Larry Gomez, Ally Robertson |
Getting started with your first solution
October 8
10:30AM - 11:30AM
Breakout Session
Learn how to use sheets, reports, forms, and dashboards to tackle business challenges and share what you've built with your team. We’ll cover how to create update requests and reminders to set your team up for success.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Introductory |
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Speaker Daniel Zarovy, Ramani Katari |
Intake to archive: The anatomy of a complete solution
October 8
10:30AM - 11:30AM
Breakout Session
In this session, we will guide you through each step of a common project intake process, demonstrating how to create a complete workflow in Smartsheet — from diagramming your solution and creating forms to automating steps and visualizing data with reports and dashboards.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Cicero . |
Core Product Certification
October 8
10:30AM - 12:00PM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsPositioning the marketing department as a strategic partner and profit driver
October 8
10:30AM - 11:30AM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Stephanie McAndrew, Liz Miller |
Control Center Blueprint Builder
October 8
10:30AM - 12:00PM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsProject Management Certification
October 8
10:30AM - 12:30PM
The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.
View full session detailsUsing content to collaborate with creative teams
October 8
10:30AM - 11:30AM
Breakout Session
Learn how to best use creative media such as video, PDFs, images, and much more to collaborate with your teams using Smartsheet. Asynchronous reviews are key to efficient outcomes, especially in a world of remote work culture. Come see how we're improving your ability to collect feedback within the context of your work.
View full session details
Content Track Cultivating content collaboration |
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User Level Introductory |
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Speaker Sarah Hunt |
Coffee Connect
October 8
10:30AM - 6:30PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
Experience Hub
October 8
10:30AM - 6:30PM
Experience Hub
The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!
Attendee Lunch
October 8
11:30AM - 1:00PM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsWorld-Class Project Reporting with Smartsheet and OnePager
October 8
11:40AM - 11:50AM
Experience Hub…
Smartsheet technology makes project management more efficient and accessible. But even the most skilled project management will go unrecognized if key stakeholders don’t have visibility into the project. This session will cover the discipline of project reporting, which is a vital component of your project lifecycle. You’ll learn how OnePager software integrates with Smartsheet to produce colorful, concise reports on your project plan that you can share with your boss, team, investors, or anyone else who needs a 30,000 foot view of your project.
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Speaker Safford Blacks |
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Location Experience Hub Theater - Level 2 |
Meet & Eat: Let's Talk About Community
October 8
11:45AM - 12:45PM
Meet & Eat
Peer-to-peer connection and support is crucial to Smartsheet success. Whether you're new or an expert, this is your real-world opportunity to learn about the Smartsheet Community platform (community.smartsheet.com) and hear how members are using it to build solutions and relationships.
View full session details
Location Experience Hub |
Meet & Eat: Mobilizer Stories & Strategies
October 8
11:45AM - 12:45PM
Meet & Eat
Join fellow Smartsheet enthusiasts for a special Meet and Eat" lunch session designed exclusively for our Mobilizer community. This is your chance to connect with other passionate users who have successfully championed Smartsheet within their organizations. Share stories, exchange tips, and discuss how you've navigated change management, overcome challenges, and driven adoption.
View full session details
Location Experience Hub |
Meet & Eat: Employee Resource Groups
October 8
11:45AM - 12:45PM
Meet & Eat
Through select DEI topics, meet members of Smartsheet's Employee Resource Groups to discuss the best practices and challenges for fostering strong, vibrant employee communities.Topics may include:- Allyship- Why DEI Matters- Intersectionality
View full session details
Location Experience Hub |
Meet & Eat: ENGAGE Tips and Advice
October 8
11:45AM - 12:45PM
Meet & Eat
ENGAGE is the place for Smartsheet customers to come together, learn, and grow. With so much to do and see, attend this session to hear from repeat ENGAGE attendees on how they've navigated the event and had their best experiences.
View full session details
Location Experience Hub |
Smartsheet Successes in Education - School Districts, Universities, and more
October 8
12:20PM - 12:30PM
Experience Hub…
M2 Strategy will discuss some of the most successful use cases they have seen across their dozens of education clients. Learn about the solutions that have provided efficiency & cost-savings to some of the largest school districts and most prestigious universities in the country. Get insight into what has worked, lessons learned, and how Smartsheet can improve your schools processes at scale.
View full session details
Speaker Joe Hamid, Mike Raposo |
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Location Experience Hub Theater - Level 2 |
Project Management Certification
October 8
12:30PM - 2:30PM
The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.
View full session detailsSmartsheet Control Center and Calendar App for Higher Education Facilities Management
October 8
12:40PM - 12:50PM
Experience Hub…
Learn how to use Smartsheet Control Center and Calendar App to effectively manage all of the work that Facilities teams complete! We'll show you how you can consistently provision different templates for different types of work to reduce administrative work and visualize information in dashboards so you aren't bogged down with system maintenance and manual reporting.
View full session details
Speaker Joe Meehan |
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Location Experience Hub Theater - Level 2 |
System Administrator Certification
October 8
1:00PM - 2:30PM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsControl Center Blueprint Builder
October 8
1:00PM - 2:30PM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsTackling marketing inefficiencies: Less talk, more action
October 8
1:00PM - 2:00PM
Breakout Session
Why did you want to become a marketer? It probably wasn’t because you love to spend your time chasing approvals, building and rebuilding presentations, parsing data, or answering one-off questions. Discover how to reclaim your time with Smartsheet! This session will address the daily challenges and practical solutions to: content development, project timelines, data aggregation and paid media campaigns. Employ Smartsheet to cut through inefficiencies and build flexible, scalable processes that empower you to focus on strategy, drive impact, and enjoy your work.
View full session details
Content Track Cultivating content collaboration |
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User Level Intermediate |
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Speaker Michael Loughrey, Katrina Meehan |
Control Center Lead Certification
October 8
1:00PM - 2:30PM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsGetting started with dashboards
October 8
1:00PM - 2:00PM
Breakout Session
Whether you're a Smartsheet beginner or looking to refine your skills, this session will provide you with the foundational knowledge to create impactful dashboards that drive business insights and outcomes.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Introductory |
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Speaker Kendra Michaels |
Enhance your solutions with automations
October 8
1:00PM - 2:00PM
Breakout Session
Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Grace F |
Core Product Certification
October 8
1:00PM - 2:30PM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsConnecting your ecosystems: Automating data connections powered by Smartsheet, Google, and Microsoft
October 8
1:00PM - 2:00PM
Breakout Session
Connecting your ecosystems together has never been easier! Learn how Alchemy and Theisen's use Smartsheet integrations with AI and automation to connect their business systems.
Content Track Securing‚ integrating‚ and managing Smartsheet |
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User Level Advanced |
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Speaker Maria Franklin |
How to build a Control Center blueprint
October 8
1:00PM - 2:00PM
Breakout Session
Content Track Working at scale |
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User Level Intermediate |
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Speaker Ander Tallett, Brian Connell |
From projects to programs to portfolios
October 8
1:00PM - 2:00PM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Olivia Ripps, Subha Rama |
Attendee Break
October 8
2:00PM - 2:30PM
Attendee Break
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsBecome a demand intake pro
October 8
2:30PM - 3:30PM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Alana Suter, Rachel Alldredge, Zachary Thornwood |
How Bayer Crop Science developed an end-to-end work management solution with Smartsheet
October 8
2:30PM - 3:30PM
Breakout Session
Learn how the North American Product Supply team at Bayer Crop Science transformed its small, disparate work management solutions to a scaled, automated, and curated user experience with Control Center and WorkApps. In this session, we’ll explore how to develop cross-team solutions whilst maintaining core principles of keeping it simple, flexible, and scalable.
View full session details
Content Track Working at scale |
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User Level Intermediate |
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Speaker Dom Wooldridge |
Rocket fuel for project teams: A deep dive into API integrations and automations with Smartsheet
October 8
2:30PM - 3:30PM
Breakout Session
Content Track Securing‚ integrating‚ and managing Smartsheet |
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User Level Advanced |
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Speaker Sergio Dominguez |
Formulas: Building blocks for data analysis
October 8
2:30PM - 3:30PM
Breakout Session
Formulas have the power to take your solutions from good to great by saving you time and helping make more informed decisions. Together we’ll review essential formulas, tips for creating formulas efficiently by yourself or with the support of AI, and techniques for troubleshooting formulas.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Heather Duff |
How to manage employee and participant activities with Smartsheet
October 8
2:30PM - 3:30PM
Breakout Session
Content Track Working at scale |
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User Level Intermediate |
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Speaker Alisa Herring, Joshua Askins, Storey Sadler |
Service Delivery Excellence with Smartsheet
October 8
2:30PM - 3:30PM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Introductory |
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Speaker Andrew Rustemeyer, Dan Morales |
Creative solutions to your creative team's biggest challenges
October 8
2:30PM - 3:30PM
Breakout Session
Creative teams often struggle with the constant need for more content. In this session, you’ll learn how to manage intake and prioritize your creative initiatives, eliminating common bottlenecks and leveraging Smartsheet tools that enable your team and ignite creativity while maintaining brand control and compliance.
View full session details
Content Track Cultivating content collaboration |
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User Level Intermediate |
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Speaker Tygre Hamilton |
Project Management Certification
October 8
3:00PM - 5:00PM
The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.
View full session detailsCore Product Certification
October 8
3:30PM - 5:00PM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsControl Center Lead Certification
October 8
3:30PM - 5:00PM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsControl Center Blueprint Builder
October 8
3:30PM - 5:00PM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsSystem Administrator Certification
October 8
3:30PM - 5:00PM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsThe Smartsheet product vision: A look ahead
October 8
4:00PM - 5:00PM
Breakout Session
Content Track Exploring what’s next in the Smartsheet Platform |
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User Level Introductory |
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Speaker Ben Canning, Caz Brett, Miya McClain, Noah Edelstein, Olen Ronning |
Go beyond Workspaces and Workapps with Workspace+ Collections
October 8
4:00PM - 5:00PM
Breakout Session
Content Track Working at scale |
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User Level Intermediate |
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Speaker Gretchen Doores Fitzgibbons, Bugra Oktay |
How Caravel assigns the right people to the right projects at the right time
October 8
4:00PM - 5:00PM
Breakout Session
Content Track Managing work and teams |
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User Level Intermediate |
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Speaker Adam Lang, Chad Thompson |
Drive organizational change without friction
October 8
4:00PM - 5:00PM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Alexis Felton, Brenda Ssaaka, Christoph Hoffman |
Building Connected Content Workflows feat. File Library
October 8
4:00PM - 5:00PM
Breakout Session
Dive into the future of content in Smartsheet! Featuring a spotlight on the new File Library, this session will provide insight into how Smartsheet can help you connect, streamline, and enhance your content-centric workflows and drive more effective team collaboration and business outcomes.
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Content Track Cultivating content collaboration |
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User Level Introductory |
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Speaker Randy Meyerson |
Gain control over your data with row ID management
October 8
4:00PM - 5:00PM
Breakout Session
By setting up a system to manage row IDs, you can gain full control over your data. Discover how every data point becomes clearly defined and easy to manage so there’s no more guessing where rows are coming from or confusion when data is mapped between sheets.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Advanced |
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Speaker Joshua Pense, Ian Barker |
Advanced automations using Bridge by Smartsheet
October 8
4:00PM - 5:00PM
Breakout Session
Learn how to leverage Bridge by Smartsheet to build powerful process automation for your business. We'll cover several common Bridge use cases and resources to get you going on your advanced automation journey.
View full session details
Content Track Working at scale |
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User Level Advanced |
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Speaker Chad Eiring, Josh Jones |
Welcome Reception
October 8
5:00PM - 6:30PM
Welcome Reception
Enjoy amazing conversations, offer feedback, gain knowledge, and cultivate relationships with our Smartsheet sponsors and staff. The ENGAGE welcome reception is hosted in our Experience Hub, where you'll have complimentary food and beverages while participating in conversations with our subject matter experts who develop and use our products.
Strengthening Employee Connection with Smartsheet Automations
October 8
5:30PM - 5:40PM
Experience Hub…
Explore how to leverage sheet automations to strengthen employee community engagement. We'll show you how to combine forms, automations and integrators to send structured, customized messaging in your employee channels, reducing the need to manually reach your colleagues.
View full session details
Speaker Michael Kingsbury |
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Location Experience Hub Theater - Level 2 |
Attendee Breakfast
October 9
7:30AM - 9:00AM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsCoffee Connect
October 9
7:30AM - 9:00AM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
Experience Hub
October 9
7:30AM - 9:00AM
Experience Hub
The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!
Registration
October 9
7:30AM - 5:00PM
Registration
Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.
Smartsheet Data Shuttle for Grant Management
October 9
8:10AM - 8:20AM
Experience Hub…
Learn how to use Data Shuttle to simplify the budgeting aspects of your grant management process. Leverage Smartsheet to effortlessly track spending, disbursements, monitor progress, and stay on top of deadlines and budgets – all in one centralized platform.
View full session details
Speaker Angie Andersen |
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Location Experience Hub Theater - Level 2 |
External Collaboration with Dynamic View for Smartsheet Gov
October 9
8:30AM - 8:40AM
Experience Hub…
Learn how you can streamline your multi-step processes without compromising confidentiality in the government space with Dynamic View. Whether you’re on the commercial platform or the Smartsheet Gov platform built for government use, manage information access for vendors and external collaborators by ensuring stakeholders have the right information at the right time.
View full session details
Location Experience Hub Theater - Level 2 |
Keynote
October 9
9:00AM - 10:00AM
Keynote
Get ready for a thought-provoking session with Heather McGowan, renowned author and keynote speaker. Heather will explore her cutting-edge insights into reimagining change and innovation, guiding us through the evolving landscape of our professional world.
Content Track Keynote |
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Speaker Heather McGowan |
Attendee Break
October 9
10:00AM - 10:30AM
Attendee Break
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsCoffee Connect
October 9
10:00AM - 5:00PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
Experience Hub
October 9
10:00AM - 5:00PM
Experience Hub
The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!
Beyond the basics: Advanced work automation and integration with Smartsheet
October 9
10:30AM - 11:30AM
Breakout Session
Content Track Expanding your Smartsheet skillset |
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User Level Advanced |
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Speaker Chris Mondeau, Ian Kirkpatrick |
Smartsheet Administration: Creating an efficient experience for everyone
October 9
10:30AM - 11:30AM
Breakout Session
Are you a Smartsheet System Administrator? Whether you're focused on optimizing your account administration or ensuring a seamless end-user experience, we’ve got you covered. Whatever your SysAdmin adventure looks like, you can join us to equip yourself with the right skills and knowledge to manage users and licenses, establish global account controls, apply customizations unique to your brand, and more!
Content Track Securing‚ integrating‚ and managing Smartsheet |
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User Level Intermediate |
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Speaker Kevin Claus, Quan To |
Smartsheet for Services Delivery
October 9
10:30AM - 11:30AM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Tim Arland |
Smartsheet in higher education
October 9
10:30AM - 11:30AM
Breakout Session
Content Track Managing work and teams |
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User Level Intermediate |
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Speaker Joe Meehan |
Control Center Lead Certification
October 9
10:30AM - 12:00PM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsCore Product Certification
October 9
10:30AM - 12:00PM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsSystem Administrator Certification
October 9
10:30AM - 12:00PM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsMaximize project efficiency with our new views
October 9
10:30AM - 11:30AM
Breakout Session
Content Track Expanding your Smartsheet skillset |
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User Level Introductory |
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Speaker Alissa Johnson, Amy Yarrington |
Project Management Certification
October 9
10:30AM - 12:30PM
The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.
View full session detailsControl Center Blueprint Builder
October 9
10:30AM - 12:00PM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsStreamline product development processes for faster time to market
October 9
10:30AM - 11:30AM
Breakout Session
Content Track Working at scale |
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User Level Intermediate |
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Speaker Amy Nguyen |
Attendee Lunch
October 9
11:30AM - 1:00PM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsWomen in Tech Luncheon
October 9
11:30AM - 1:00PM
Workshop
Join us for a special luncheon and fireside chat with Smartsheet leadership, to celebrate, build community and discuss shared experiences and opportunities of women and gender minorities in tech. We are committed to creating a collaborative and inclusive environment where everyone is welcome, regardless of expertise, gender identity, or career level. Whether you are a woman, gender minority, or an ally, your participation will contribute to an enriching experience that celebrates diversity and supports professional opportunities for all. Seats are limited, so we encourage you to RSVP as soon as possible.
View full session details
Location Terrace 2 (Level 4) |
Meet & Eat: Government
October 9
11:45AM - 12:45PM
Meet & Eat
Connect with other Smartsheet government customers at a special “Meet and Eat” networking lunch. Meet your peers, hear their stories and share your own. Whether you’re on the Smartsheet platform or the Smartsheet Gov platform built for government use, don’t miss this chance to get fresh ideas and get inspired!
View full session details
Location Experience Hub |
Meet & Eat: Life Sciences
October 9
11:45AM - 12:45PM
Meet & Eat
Join fellow Smartsheet life sciences customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet at their organization. Get fresh ideas and get inspired!
View full session details
Location Experience Hub |
Meet & Eat: Healthcare
October 9
11:45AM - 12:45PM
Meet & Eat
Join fellow Smartsheet healthcare customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet at their organization. Get fresh ideas and get inspired!
Location Experience Hub |
Meet & Eat: Education
October 9
11:45AM - 12:45PM
Meet & Eat
Join fellow Smartsheet education customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their institutions. Get fresh ideas and get inspired!
View full session details
Location Experience Hub |
Building Global Connections: Unlock the Benefits of Smartsheet User Groups
October 9
12:00PM - 12:10PM
Experience Hub…
Explore how you can connect with fellow Smartsheet users virtually or in person through our global user group program. This session will highlight the program's benefits and provide insights from a power user who has leveraged these groups to enhance their Smartsheet journey. Learn how participating in user groups can help you build valuable connections and gain new perspectives on Smartsheet.
View full session details
Speaker Torey Tirpack, Kelsey Hayden |
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Location Experience Hub Theater - Level 2 |
Beyond the Basics: Advanced Work Automation and Integration with Smartsheet
October 9
12:20PM - 12:30PM
Experience Hub…
In this breakout session, Optimum will guide you through the next steps in your Smartsheet journey, focusing on advanced work automation and innovative integrations. This session is designed for Smartsheet super users and professionals who have already established a solid foundation and are looking to elevate their capabilities. Discover how to overcome scaling challenges, integrate business data from CRM and ERP platforms such as Dynamics, SAP, and more. Join us to harness the full potential of Smartsheet and stay ahead of the curve in work automation.
View full session details
Speaker Chris Mondeau |
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Location Experience Hub Theater - Level 2 |
Project Management Certification
October 9
12:30PM - 2:30PM
The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.
View full session detailsWhat can Smartsheet Do For You? – A Solution At Work
October 9
12:40PM - 12:50PM
Experience Hub…
Location Experience Hub Theater - Level 2 |
Control Center Lead Certification
October 9
1:00PM - 2:30PM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsSeamless collaboration while working with sensitive data
October 9
1:00PM - 2:00PM
Breakout Session
Content Track Working at scale |
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User Level Intermediate |
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Speaker Cicero . |
Sneak peek: the AI-powered evolution of Smartsheet
October 9
1:00PM - 2:00PM
Breakout Session
Peer into the future to discover how AI will revolutionize how you get work done in Smartsheet and the critical role it will play in the evolution of the platform. You'll learn how we plan to extend existing AI tools to unlock insight across portfolios of data and co-build new solutions with you.
View full session details
Content Track Exploring what’s next in the Smartsheet Platform |
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User Level Introductory |
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Speaker Allegra Silcox, Urmila Kukreja |
System Administrator Certification
October 9
1:00PM - 2:30PM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsControl Center Blueprint Builder
October 9
1:00PM - 2:30PM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsScaling Smartsheet Data Shuttle for enterprise success and user adoption
October 9
1:00PM - 2:00PM
Breakout Session
Content Track Working at scale |
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User Level Intermediate |
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Speaker Devyn Heimbeck, Michael Tirrell |
How to talk to your IT and security teams about Smartsheet
October 9
1:00PM - 2:00PM
Breakout Session
Smartsheet has a track record of achieving viral end-user adoption. However, as usage expands, IT and security teams may become concerned about the platform's security, compliance, manageability, and scalability. They may even halt further growth until they can thoroughly evaluate it! This session will guide non-technical users on how to effectively present Smartsheet to IT and security as a secure, scalable, manageable, and interoperable enterprise-grade platform, and how to dispel any notions that the platform risks "shadow IT."
Content Track Securing‚ integrating‚ and managing Smartsheet |
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User Level Introductory |
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Speaker Chris Peake, Matthew Dreaney |
Designing stunning and insightful dashboards
October 9
1:00PM - 2:00PM
Breakout Session
Unlock the secrets to creating visually stunning and insightful dashboards. This session will equip you with advanced design principles, innovative visualization techniques, and practical tips to craft dashboards that look impressive and provide deep, actionable insights. It will give you the expertise to transform complex data into compelling visual stories that drive informed decision-making.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Kendra Michaels |
Core Product Certification
October 9
1:00PM - 2:30PM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsHow Tremco Construction Products Group creates "One Tremco" with Smartsheet
October 9
1:00PM - 2:00PM
Breakout Session
The Tremco Construction Products Group leverages Smartsheet to bring its many brands together as “One Tremco” utilizing the Salesforce Connector, Control Center, Bridge and other premium apps by Smartsheet. In this session, you'll learn how to use the Salesforce Connector for managing projects across various departments, locations, and divisions. We’ll also cover how to consolidate data from different sources into a single DataTable.
Content Track Working at scale |
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User Level Advanced |
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Speaker Kristin Komassa |
Attendee Break
October 9
2:00PM - 2:30PM
Attendee Break
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsIntegrate Smartsheet with your tech stack
October 9
2:30PM - 3:30PM
Breakout Session
Want to learn how Smartsheet can integrate with your enterprise communication tools, ERPs, security systems, and more? Learn how you can save time and break down data silos with our built-in integrations.
Content Track Securing‚ integrating‚ and managing Smartsheet |
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User Level Intermediate |
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Speaker Britt Williams, Danielle Wilson |
Unlock precision data retrieval with INDEX, MATCH, and COLLECT
October 9
2:30PM - 3:30PM
Breakout Session
Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Courtney Lake, Joshua Pense |
Perfecting the art of IT project prioritization
October 9
2:30PM - 3:30PM
Breakout Session
Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Josh Jones |
Beyond project management: Streamlining operations, assets, and resources across multiple job sites
October 9
2:30PM - 3:30PM
Breakout Session
Content Track Working at scale |
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User Level Intermediate |
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Speaker Jennifer Jones, Dustin Wise |
Enhance collaboration with Smartsheet
October 9
2:30PM - 3:30PM
Breakout Session
In today’s hybrid work environment, collaboration is essential. Join us to learn how Smartsheet’s features — automated notifications, requests, attachments, proofs, and Slack/Microsoft Teams integrations — can optimize workflows and enhance communication. We’ll cover best practices for using these tools to streamline processes and boost productivity. You'll gain practical strategies to improve teamwork and keep projects moving efficiently.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Introductory |
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Speaker Brad Powers, Alexander Munson |
Tips for using Smartsheet AI
October 9
2:30PM - 3:30PM
Breakout Session
Get the scoop on using Smartsheet AI tools, including generate formulas, analyze data, and create text with AI. Plus, you’ll learn best practices for creating prompts.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Allegra Silcox |
Project Management Certification
October 9
3:00PM - 5:00PM
The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.
View full session detailsControl Center Lead Certification
October 9
3:30PM - 5:00PM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsCore Product Certification
October 9
3:30PM - 5:00PM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsControl Center Blueprint Builder
October 9
3:30PM - 5:00PM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsSystem Administrator Certification
October 9
3:30PM - 5:00PM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsHow we're building Smartsheet into a world-class platform
October 9
4:00PM - 5:00PM
Breakout Session
Content Track Exploring what’s next in the Smartsheet Platform |
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User Level Introductory |
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Speaker Caz Brett, Bob Fraser, Quan To, Gihan Munasiinghe |
How Signify Health exceeded company goals by transforming provider assignments
October 9
4:00PM - 5:00PM
Breakout Session
Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Rachel Alldredge |
Automate and manage your multi-step processes with Dynamic View
October 9
4:00PM - 5:00PM
Breakout Session
Streamline and automate your multi-step processes like external collaboration, ticketing, approvals, and requests with Dynamic View. In this session, we'll help you identify your multi-step workflows and review best practices for building your process to ensure you have the tools to get the right information to the right people without compromising confidentiality.
View full session details
Content Track Working at scale |
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User Level Intermediate |
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Speaker Anchal Kumar, Bobby White |
Driving value with Services Delivery
October 9
4:00PM - 5:00PM
Breakout Session
Join this panel discussion with the Smartsheet Solutions Team and our strategic customers. We're diving deep into leveling up your Services Delivery business by deploying the Smartsheet Services Delivery Reference Architecture. In this session, you’ll hear directly from our customers how they dramatically increased their visibility and analytics into their business from a single view in Smartsheet. Additionally, you’ll learn how the Smartsheet Services Delivery Reference Architecture drives project delivery consistency and a best-in-class automated customer experience.
View full session details
Content Track Making meaningful change with Smartsheet |
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User Level Introductory |
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Speaker Kris Baritt, Tim Arland |
Advanced power-user tips to up-level your Smartsheet experience
October 9
4:00PM - 5:00PM
Breakout Session
Join our session to uncover strategies that will transform your Smartsheet experience. We’ll cover powerful automation tips that will help you manage work at scale utilizing the functionality of the core Smartsheet app.
View full session details
Content Track Expanding your Smartsheet skillset |
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User Level Advanced |
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Speaker Rob Walzer |
Supercharge Resource Management with the power of APIs
October 9
4:00PM - 5:00PM
Breakout Session
Content Track Managing work and teams |
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User Level Advanced |
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Speaker David Murray, Matt Nulton |
How PUMA unlocked collaboration to streamline its business processes
October 9
4:00PM - 5:00PM
Breakout Session
PUMA came to Smartsheet looking for a solution to its challenge: how to bring its people and tech stack together in the spirit of collaboration. Learn how PUMA combined collaborative Smartsheet principles including Bridge by Smartsheet and open API to build a unique end-to-end process lifecycle, transporting PUMA articles from design brief to development.
View full session details
Content Track Working at scale |
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User Level Advanced |
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Speaker Jack Featherstone |
Attendee Party
October 9
5:00PM - 8:00PM
Attendee Party
Come get your game on for our last evening at Smartsheet ENGAGE! Challenge your colleagues to a friendly game of trivia, yard game, or an arcade game as you network with fellow attendees about your conference experience. Not into games? No problem — we will have some great entertainment as well for you to relax and enjoy some tasty food and beverages before you leave.
Location Exhibit Hall 1 - Exhibit Level |
Attendee Breakfast
October 10
7:30AM - 10:00AM
Attendee Meals
Registration & Luggage Check
October 10
7:30AM - 12:00PM
Registration
Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.
Control Center Blueprint Builder
October 10
8:00AM - 9:00AM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsProject Management Certification
October 10
8:00AM - 10:00AM
The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.
View full session detailsCore Product Certification
October 10
8:00AM - 9:30AM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsSystem Administrator Certification
October 10
8:00AM - 9:30AM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsControl Center Lead Certification
October 10
8:00AM - 9:30AM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsCoffee Connect
October 10
8:00AM - 12:00PM
Coffee Connect
Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.
Automatically populate form fields using query strings
October 10
9:00AM - 10:00AM
Breakout Session
The query string is a powerful feature built into Smartsheet forms that allows default values to be passed into a form when it’s opened by an end user. Query strings can be hardcoded with values, or dynamically built using Smartsheet formulas. We’ll cover how to use QR codes with built-in query strings to identify the source of a form submission and how to use query strings with update requests to gather additional information post-submission.
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Content Track Expanding your Smartsheet skillset |
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User Level Advanced |
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Speaker Chad Eiring |
Empowering your team: How one project impacts an entire organization
October 10
9:00AM - 10:00AM
Breakout Session
Explore a healthcare accreditation use case to learn how to manage a portfolio of projects that can influence strategic initiatives. Learn how Baptist Health Jacksonville uses Smartsheet for its employee recognition program, boosting staff engagement and empowering teams to drive organizational improvement. In this session, you’ll discover how to streamline the accreditation and certification process through automation, combining external safety and quality data, and establishing a single source of truth throughout the application lifecycle.
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Content Track Managing work and teams |
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User Level Intermediate |
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Speaker Tim Clendaniel, Erica Takano |
Supporting agile work, prioritization, and content planning with board view
October 10
9:00AM - 10:00AM
Breakout Session
Explore how Smartsheet board view supports agile work, prioritization, and content planning. This session is designed to introduce you to using board view for agile project management. Learn how to visualize tasks, prioritize work items, and plan content effectively within a collaborative environment. Whether you're new to agile methodologies or seeking to enhance your current practices, you’ll discover how board view empowers teams to streamline workflows and achieve project success in Smartsheet.
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Content Track Expanding your Smartsheet skillset |
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User Level Introductory |
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Speaker Pia Jacobs |
Automate and scale your project portfolio with Smartsheet Control Center
October 10
9:00AM - 10:00AM
Breakout Session
Unlock the full potential of Control Center. This session is perfect for both Control Center users and those considering it for the first time. We'll demo the product and explore best practices and strategies to optimize project consistency, visibility, and scale. By the end of this session, you'll be equipped with the knowledge and tools to drive successful portfolio outcomes.
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Content Track Working at scale |
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User Level Advanced |
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Speaker Diego Braje, Emily Saforrian |
How Nestlé Purina uses Smartsheet and Resource Management
October 10
9:00AM - 10:00AM
Breakout Session
Content Track Managing work and teams |
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User Level Intermediate |
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Speaker Kieran Odriscoll |
Smartsheet security: Essential controls for safer collaboration
October 10
9:00AM - 10:00AM
Breakout Session
Smartsheet empowers users to collaborate across roles, departments, organizations, time zones, and countries. But how do you ensure your organization's data is secure and compliant when working with such an inherently collaborative platform? Join us to learn from our product and security experts on our top recommendations for configuring your Smartsheet instance with security in mind.
Content Track Securing‚ integrating‚ and managing Smartsheet |
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User Level Intermediate |
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Speaker Drew Decounter, Pawan Shukla |
How to get your marketing department to embrace Smartsheet
October 10
9:00AM - 10:00AM
Breakout Session
Are you looking to bring Smartsheet to your marketing department, but unsure how to get buy-in from your team? This session is designed to help you effectively communicate the benefits of Smartsheet and drive its adoption within your marketing organization. We'll explore practical strategies and techniques to demonstrate the platform’s value in streamlining workflows, enhancing collaboration, and improving overall efficiency. By the end of this session, you'll be equipped with the tools and insights needed to champion Smartsheet and transform your marketing operations.
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Content Track Making meaningful change with Smartsheet |
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User Level Introductory |
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Speaker Michael Bickers |
Core Product Certification
October 10
10:00AM - 11:30AM
The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.
View full session detailsControl Center Lead Certification
October 10
10:00AM - 11:30AM
The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.
View full session detailsControl Center Blueprint Builder
October 10
10:00AM - 11:30AM
The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.
View full session detailsSystem Administrator Certification
October 10
10:00AM - 11:30AM
The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.
View full session detailsAttendee Break
October 10
10:00AM - 10:30AM
Attendee Break
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.
View full session detailsThe future of workflows: How Iron Mountain creates advanced solutions with API and Bridge
October 10
10:30AM - 11:30AM
Breakout Session
Explore how Iron Mountain has used Bridge by Smartsheet to transform its workflows through advanced automations to revolutionize its workflow strategy. In this session, we'll showcase real-world examples and provide practical insights into building solutions that enhance productivity and efficiency. Learn how to automate repetitive tasks and adapt to evolving business needs.
Content Track Securing‚ integrating‚ and managing Smartsheet |
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User Level Advanced |
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Speaker Michael Kingsbury |
Leading change: A PMO leader’s Smartsheet journey at Simpson Strong-Tie
October 10
10:30AM - 11:30AM
Breakout Session
Gain insights from an experienced PMO leader who successfully led her organization through a transformative change initiative utilizing Smartsheet, highlighting use of Control Center, Data Shuttle, and Bridge by Smartsheet. Participants will learn about change management strategies, practical tactics, and lessons learned on the journey. The session will emphasize the importance of resilience, adaptability, and a people-centric approach in navigating the implementation of a global PMO solution, ultimately equipping attendees with insights to guide their own rollout of a Smartsheet solution.
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Content Track Working at scale |
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User Level Intermediate |
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Speaker Alexander Ford |
Power your marketing potential with Smartsheet
October 10
10:30AM - 11:30AM
Breakout Session
Effective marketing processes are the backbone of successful campaigns and brand growth. This session showcases how Smartsheet can unify your marketing workflow, enabling your team to deliver value and impact consistently. Discover how to break down silos, streamline workflows, and use data-driven insights to make informed decisions. We’ll cover how to leverage Smartsheet to prioritize projects, manage resources, and optimize performance, while maintaining visibility and accountability.
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Content Track Making meaningful change with Smartsheet |
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User Level Intermediate |
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Speaker Richard Teachout, Laura Murdock, Leya Kritz |
Improving project and program processes in government
October 10
10:30AM - 11:30AM
Breakout Session
Learn how government customers at the federal and state/local level use Smartsheet to improve processes whether you’re managing projects, programs, or entire portfolios. Smartsheet makes data more accessible, streamlines collaboration, provides executive visibility, driving efficiency across the organization. Whether using the commercial platform or the Smartsheet Gov instance built to meet FedRAMP and DISA IL4 requirements, change-makers can bring cutting edge best practices and flexibility to the public sector.
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Content Track Working at scale |
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User Level Intermediate |
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Speaker Angie Andersen |
Reviewing sensitive compensation data with role-based views in WorkApps
October 10
10:30AM - 11:30AM
Breakout Session
Explore a multi-level managerial approval process for the annual review of employees compensation using Data Shuttle, sheets, reports, and WorkApps. We’ll demonstrate how to maintain a single sheet of data while securely presenting rows to multiple levels of management for review.
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Content Track Expanding your Smartsheet skillset |
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User Level Advanced |
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Speaker Chad Eiring |
Smartsheet charts unpacked: Elevate your dashboard game
October 10
10:30AM - 11:30AM
Breakout Session
Explore the art of transforming data into clear and impactful charts with Smartsheet dashboards. Learn to choose the most effective chart types based on data characteristics, category numbers, and most importantly, the specific business question you aim to address. You’ll even learn some techniques to create bonus charts. Suitable for beginner and intermediate dashboard creators.
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Content Track Expanding your Smartsheet skillset |
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User Level Intermediate |
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Speaker Joe Kristo |
Report on project history to highlight trends and opportunities
October 10
10:30AM - 11:30AM
Breakout Session
Join us to learn how you can use Smartsheet automations and formulas to capture and display historical project data, allowing you to highlight project progression, trends, and portfolio-wide historical reporting.
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Content Track Expanding your Smartsheet skillset |
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User Level Advanced |
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Speaker Joshua Pense, Ian Barker |
Grab & Go Lunch
October 10
11:30AM - 12:00PM
Attendee Meals
Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.