Training

Empower Your Team to Work Smarter with Smartsheet.

Our structured training programs are designed to help your team get confident, consistent, and productive in Smartsheet, from everyday users to system administrators.

Book a Training Session

A well-built Smartsheet solution delivers results only when your team knows how to use it effectively. That's why we offer role-based, hands-on training programs curated for different types of users, ensuring your entire organization can use Smartsheet confidently, efficiently, and in line with best practices.

Our goal: enable self-sufficiency while building a strong foundation for collaboration, governance, and growth.

Our Training Packages

1

Account Admin Training

For platform owners and decision-makers. Focused on platform-level governance, license management, and controls, this session helps admins manage users, security, and configurations with confidence.

Key highlights:

  • Managing users, licenses, and groups
  • Understanding permissions, access control, and data security
  • Setting up consistent workspace structures
  • Establishing governance and compliance practices
  • Monitoring usage and enforcing policies
2

Workspace & Sheet Admin Training

For project owners and power users. Designed for those who maintain workspaces, projects, and sheets, this training dives into solution ownership, automation setup, and collaboration management.

Key highlights:

  • Building and managing workspaces and folders
  • Designing and maintaining sheets, reports, and dashboards
  • Setting up automations and alerts
  • Managing permissions and sharing best practices
  • Implementing change management and version control
3

End-User Training

For daily Smartsheet users and contributors. Focused on practical, everyday Smartsheet usage, this training ensures users understand how to collaborate, update data, and leverage key features efficiently.

Key highlights:

  • Understanding Smartsheet navigation and basics
  • Updating rows, attachments, and comments
  • Using filters, views, and personal alerts
  • Collaborating effectively through sharing and notifications
  • Avoiding common mistakes and following best practices

Delivery Options

We offer flexible learning formats to suit your team's schedule and size:

📍

Live Interactive Sessions

On-site or virtual

👥

Role-Based Group Workshops

Tailored to specific user groups

📚

Customized On-Demand Learning

Self-paced modules

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Refresher & Follow-Up Training

Ongoing support programs

Outcome

After completing the training, your teams will be able to:

Use Smartsheet efficiently with minimal dependency
Manage their workspaces securely and effectively
Apply governance and best practices naturally
Drive adoption across the organization