ENGAGE sessions

Agenda

Four days and more than
90 high-value sessions.
Explore all ENGAGE has to offer.

Monday, Sep. 30
Tuesday, Oct. 1
Wednesday, Oct. 2
Thursday, Oct. 3

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30 сентября 2019

8:00 AM
to 5:00 PM

Pre-Conference Training: Advanced Work Management with Smartsheet

This course is designed for experienced Smartsheet users who want to implement best practices for managing and reporting on work at scale.This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.

8:00 AM
to 5:00 PM

Pre-Conference Training: Beginning with Smartsheet

This course is designed for newer users who wish to gain a foundational understanding of the Smartsheet work execution platform.This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.

8:00 AM
to 5:00 PM

Pre-Conference Training: Intermediate Level Smartsheet

This course is designed for users who have foundational knowledge and skills, and wish to continue learning and impacting their team’s ability to collaborate effectively and efficiently. This training is available for an additional $399 fee and can be added to your agenda when you register for the conference.

1 октября 2019

9:00 AM
to 10:30 AM

Opening Keynote: Smartsheet CEO Mark Mader

Kick off the ENGAGE conference with our CEO Mark Mader, as he shares what's new - and what's next - for Smartsheet.

11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.

11:00 AM
to 12:30 PM

Hands-On Lab: Designing Scalable Solutions With Control Center

Control Center standardizes how you plan, track, and summarize projects. Let us help you optimize a new or existing solution, so you can ensure Control Center replicates your best work.

11:00 AM
to 12:00 PM

Getting Started with Formulas

Formulas in Smartsheet are a key component of successful work management. This session will walk you through the basic steps of creating formulas, discuss the top five functions, and get you started on your path to using formulas successfully.

11:00 AM
to 12:00 PM

Featured Session: Mike Gotta, Research Vice President at Gartner

Mike Gotta is a Research Vice President for collaboration and social software at Gartner Research. He has more than 30 years of experience in the IT industry, with 15 of those years spent as an Industry Analyst advising business and IT strategists on collaboration and social software. He has a deep focus on the business, cultural and technology aspects of the digital workplace, including collaboration, teamwork, social networks, communities, knowledge management and employee engagement. He also focuses on the use of ethnography within business organizations to gain insight on hidden relationship and cultural dynamics.

11:00 AM
to 12:00 PM

Compliance in 2019: GDPR and Beyond

Discover how our suite of Compliance Accelerators including enable solutions for GDPR, SOX, and Internal Audits. These premium solutions help organizations to develop, manage, and maintain their compliance with these various regulations. Hear from our Product Team, the Global Managing Director of Legal from Robert Half, and a customer about industry trends, best practices, and how these solutions have empowered teams to drive efficiency and productivity.

11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.

11:00 AM
to 12:30 PM

Hands-On Lab: Maximizing Your Project Sheets

Get hands-on practice creating project sheets that make the most of Smartsheet capabilities.

11:00 AM
to 12:30 PM

Hands-On Lab: Powerful Dashboards

Build dashboards using summary sheets with cross-sheet formulas and cell linking, so you'll always see the most consistent and accurate data.

11:00 AM
to 12:30 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.

1:00 PM
to 2:00 PM

Drive Consistency Across Projects and Processes with Control Center

Are you a new Control Center user, or just want to learn more about how Control Center works? This session will show you how Control Center automates projects and processes, from intake to portfolio-level reporting.

1:00 PM
to 2:00 PM

Getting Started With Smartsheet Automated Workflows

It's easy to get started with automation! Starting with row-level actions and finishing with automated sheet actions, you'll leave this session with ideas for putting these time-saving features into use immediately.

1:00 PM
to 2:00 PM

Preview the Smartsheet Product Roadmap

Join us and learn about the future of Smartsheet! Get a high-level overview of our product's roadmap, as well as an early look at new features and enhancements that are in development.

1:00 PM
to 2:00 PM

Smartsheet in Healthcare: Customer Roundtable

Hear firsthand how our customers use Smartsheet to help keep their healthcare organizations running smoothly. You'll also learn how to remain HIPAA compliant when storing PHI in Smartsheet.

1:00 PM
to 2:00 PM

Save Time and Increase Efficiency With Formulas

In this session, you'll learn how to build formulas into your work to automate calculations and accelerate your work management. We'll cover formulas that will help you surface summary calculations when you use hierarchy in your sheets, automate symbol columns like RYG balls to reflect changes in status without manual work, and much more.

2:15 PM
to 3:45 PM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.

2:15 PM
to 3:15 PM

Become a Workflow Design Expert

Even with the best software tools in the world, if you don't understand your process or how to define success, you won't get the best result. Set yourself up to succeed in Smartsheet with an outline of goals, roles, visibility, and processes —  and learn best practices for translating this roadmap into workflows that will bring it all to life.

2:15 PM
to 3:45 PM

Hands-On Lab: Tips and Tricks for the Smartsheet API

Create your first interaction, get access and work with our API experts to get you started.

2:15 PM
to 3:15 PM

Designing Scalable Solutions in Smartsheet Control Center

Control Center standardizes how you plan, track, and summarize projects. Let us help you optimize a new or existing solution, so you can ensure Control Center replicates your best work.

2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of the IT PMO Accelerator

Learn the key elements of this Accelerator: how to navigate, implement, and optimize elements of this pre-configured solution for running your IT PMO.

2:15 PM
to 3:45 PM

Hands-On Lab: Smartsheet Reports

Take reporting to the next level with this deep-dive into all things Smartsheet reports. You'll learn how to get the most from both summary and row reports.

2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.

2:15 PM
to 3:45 PM

Hands-On Lab: Getting the Most out of the Customer Engagements Accelerator

Learn how to solve sales cycle management challenges with this easy-to-use solution for handling complex processes.

2:15 PM
to 3:15 PM

Taking Formulas to the Next Level

In this session, you'll learn the most advanced use of Smartsheet formulas, including functions such as ATCELL, VLOOKUP, INDEX and more.

3:45 PM
to 4:45 PM

Best-in-Class Project Management

Come see and learn what a world-class project management solution architecture within Smartsheet looks and feels like. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. In this session, we'll share best practices and advance your organization's project management capabilities to increase effectiveness and drive business.

3:45 PM
to 4:45 PM

Create World-Class Collaboration With Your Clients

Use Smartsheet to manage and expand your client relationships. Learn how to collaborate on projects, share initiative progress, and manage contracts.

3:45 PM
to 4:45 PM

The IT PMO Accelerator: Optimize Your IT PMO Operations, Fast

The Smartsheet Accelerator for IT PMO is a pre-built solution that enables IT teams to centralize project prioritization, drive consistency in project execution, global updates, and project archiving, while providing real-time visibility into strategic initiatives. In this session, you'll learn how to use this solution to accelerate IT project delivery.

3:45 PM
to 4:45 PM

Run Your Business End-to-End With Smartsheet

Our SMB customers are reaping real business value by using Smartsheet to run virtually all aspects of their business. Attend this session to see how Smartsheet can drive improvements in processes for everything from HR to billing, safety checks to certifications, project management, budget tracking, and more!

3:45 PM
to 4:45 PM

Mapping Data Across Sheets

Get insight into how you can map data across sheets with cross-sheet formulas, as well as with the Smartsheet premium app, DataMesh. This session will give you best practices for using both.

3:45 PM
to 4:45 PM

Getting the Most out of Workflows

Take your use of Smartsheet automation features to the next level with this deeper dive into notifications, approvals, and more. You'll learn tips and tricks for getting the most out of these powerful yet simple to set up features.

2 октября 2019

8:30 AM
to 9:15 AM

Smartsheet Senior Executive Q&A

This interactive panel is your chance to ask questions and provide feedback directly to the Smartsheet leadership team.

8:30 AM
to 10:00 AM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.

8:30 AM
to 10:00 AM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.

8:30 AM
to 10:00 AM

Hands-On Lab: Designing Scalable Solutions With Control Center

Control Center standardizes how you plan, track, and summarize projects. Let us help you optimize a new or existing solution, so you can ensure Control Center replicates your best work.

8:30 AM
to 10:00 AM

Hands-On Lab: Getting the Most out of Forms

Learn to create, share, and manage forms to gather all kinds of information.

8:30 AM
to 10:00 AM

Hands-On Lab: Working With Advanced Formulas

From VLookUp and ancestors to nested IFs, get comfortable with the features you need to work with the formulas you use the most.

8:30 AM
to 10:00 AM

Hands-On Lab: Powerful Dashboards

Build dashboards using summary sheets with cross-sheet formulas and cell linking, so you'll always see the most consistent and accurate data.

9:45 AM
to 10:45 AM

Transform Your Team's Efficiency With Automated Workflows

Hear directly from Smartsheet customers who are using automated workflows to eliminate repetitive, manual work and execute faster. We’ll discuss the best practices that they’ve learned along the way.

9:45 AM
to 10:45 AM

I Broke Up With My PPM Tool

Is your portfolio and project management tool treating you right? It might be time to re-examine the relationship! You don't have to sacrifice usability to maintain visibility. Learn how Smartsheet overcomes the limitations of traditional PPM apps to provide a better experience for your organization.

9:45 AM
to 10:45 AM

Data Uploader: Transform your Smartsheet Solution

Want to automatically upload data from an external system into your Smartsheet solution? This session will show you how Data Uploader can automatically merge or replace data from a third-party application, like Excel, into Smartsheet.

9:45 AM
to 10:45 AM

Become a Smartsheet Champion

Need help spreading the word in your organization? This session will equip you to become a Smartsheet Champion! Learn about the resources, assets, and events we've created to help you succeed, and gain access to the Smartsheet Mobilizer Toolkit.

10:30 AM
to 12:00 PM

Hands-On Lab: Working With Advanced Formulas

From VLookUp and ancestors to nested IFs, get comfortable with the features you need to work with the formulas you use the most.

10:30 AM
to 12:00 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.

10:30 AM
to 12:00 PM

Hands-On Lab: Getting the Most out of the IT PMO Accelerator

Learn the key elements of this Accelerator: how to navigate, implement, and optimize elements of this pre-configured solution for running your IT PMO.

10:30 AM
to 12:00 PM

Hands-On Lab: Getting Started With Formulas

Formulas are a key component of successful work management in Smartsheet. This session will walk you through the basic steps of creating formulas, discuss the top five functions, and get you started on your path to using formulas successfully.

10:30 AM
to 12:00 PM

Hands-On Lab: Smartsheet Reports

Take reporting to the next level with this deep-dive into all things Smartsheet reports. You'll learn how to get the most from both summary and row reports.

10:30 AM
to 12:00 PM

Hands-On Lab: Maximizing Your Project Sheets

Get hands-on practice creating project sheets that make the most of Smartsheet capabilities.

10:30 AM
to 12:00 PM

Hands-On Lab: Powerful Dashboards

Build dashboards using summary sheets with cross-sheet formulas and cell linking, so you'll always see the most consistent and accurate data.

11:00 AM
to 12:00 PM

The Smartsheet Customer Engagements Accelerator: Solve Sales Management Challenges Fast!

Learn how to use this pre-built solution to quickly and effectively tackle your sales organization's most complex deals. You'll learn how to achieve better pipeline transparency, reduce sales management, and increase deal closure success with this Accelerator.

11:00 AM
to 12:00 PM

Project Sheets for the Non-Project Manager

Comfortable with Smartsheet but hesitant to use a project sheet? Fear not, this session will look at the project sheet through the eyes of a non-project manager to help you take your planning and organization to the next level.

11:00 AM
to 12:00 PM

Smartsheet Mobile: Keeping Teams Connected

Empower your dispersed workforce with the Smartsheet mobile app! This session will show how our customers keep work moving and teams collaborating while in the field.

1:00 PM
to 2:00 PM

Guest Keynote: Barbara Corcoran

Author, investor, and television personality Barbara Corcoran discusses her winning strategies for bringing fun into the workplace. This star of ABC's Shark Tank will also share her secrets to establishing an atmosphere that breeds innovation.

2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of the Customer Engagements Accelerator

Learn how to solve sales cycle management challenges with this easy-to-use solution for handling complex processes.

2:30 PM
to 3:30 PM

Build Bigger, Better Solutions with New Sheet Functionality

Take your sheet skills to the next level in this session, as we focus on optimizing sheets with new functionality for complex solutions. You'll learn how to use Smartsheet to build larger-scale workflows within and across projects, plus best practices, tips & tricks, and insights from real-life customer examples.

2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of Workflows

Anyone can learn to create powerful automated workflows to save time and keep projects moving! Learn to use the newest Smartsheet automation features.

2:30 PM
to 3:30 PM

Solution Center Tour de Force

Power up your work with free pre-built templates! In this session, we'll dive into the ins and outs of Solution Center, and show you how to find, download, and customize Smartsheet templates.

2:30 PM
to 4:00 PM

Hands-On Lab: Working With Advanced Formulas

From VLookUp and ancestors to nested IFs, get comfortable with the features you need to work with the formulas you use the most.

2:30 PM
to 4:00 PM

Hands-On Lab: Tips and Tricks for the Smartsheet API

Create your first interaction, get access and work with our API experts to get you started.

2:30 PM
to 4:00 PM

Hands-On Lab: Getting the Most out of Portals and Dashboards

Learn to create powerful portals and dashboards that give you the impact you want and the information you need.

2:30 PM
to 3:30 PM

Dynamic View: Manage Processes at Scale

Want to know how to enable conditional collaboration with Dynamic View? This session will cover how to create custom configurations to ensure users have the access to the fields they need, when they need it.

2:30 PM
to 4:00 PM

Hands-On Lab: Save Time and Increase Efficiency With Formulas

Dive deep into the time-saving magic of formulas as you learn to calculate and automate using this powerful functionality.

2:30 PM
to 3:30 PM

Smartsheet Reports: Increase Transparency and Accelerate Productivity

Learn how to use Smartsheet reports to build bi-directional views across your teams, projects, and tasks. Understand the functional basics and how to share real-time project progress with internal stakeholders or clients. You'll learn how to summarize your own responsibilities across multiple projects, surface a view of tasks yet to be completed, and elevate high-level portfolio milestone dates.

2:30 PM
to 3:30 PM

Customer Spotlight: Smartsheet in Construction

Construction professionals collaborate on a daily basis with stakeholders that require different levels of visibility. Learn how to confidently and securely share information between owners, architects, contractors, subcontractors, and hear how Smartsheet empowers one customer to operate more effectively through real-time collaboration from pre-con thru completion.

2:30 PM
to 3:30 PM

The View From 10,000ft

The acquisition of award-winning resource management and time tracking software startup 10,000ft presents exciting possibilities for Smartsheet. Attend this session to hear the story behind the acquisition, see a demo of the brand-new integration, and learn how customers are already using Smartsheet and 10,000ft together.

3:45 PM
to 4:45 PM

Reports: Tips, Tricks and Troubleshooting

This session will help you become a reporting expert! Learn how to consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports. Know when and where to use reports, and how to troubleshoot when needed to get the best possible results.

3:45 PM
to 4:45 PM

Smartsheet for the Government Sector

Government agencies, bureaus, and departments need a secure way to execute and scale their work to keep up with the growing demands on government programs.  Attend this session to discover the use cases for Government and how Smartsheet helps local, state, and Federal agencies deliver on their commitments by bringing effective collaboration and transparency to everyday work processes.

3:45 PM
to 4:45 PM

New Feature Lab: Get the Most From Our Newest Functionality

Go deep into the newest Smartsheet functionality, from Gantt enhancements to new column types,  grid improvements, and more. You'll see how to make the most of features released in the past six months - and get a peek at what's coming next.

3:45 PM
to 4:45 PM

Deep Dive into Project Sheets

Are you a project manager new to Smartsheet? This session will discuss how to get the most out of your project plans in Smartsheet.

3:45 PM
to 4:45 PM

Product Development in Smartsheet

Hear from customers who will share how they use Smartsheet to develop new products. Learn how initiatives are tracked on a working level as well as how summaries are shared with executive stakeholders.

3:45 PM
to 4:45 PM

Getting the Most Out of Your Dashboards

What's the difference between a good dashboard from a great dashboard? In this session, you will learn to build best-in-class Smartsheet dashboards that give your teams all the real-time information they need.

3 октября 2019

8:00 AM
to 12:00 PM

Smartsheet Solution Certification Exam: Project Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.

8:00 AM
to 12:00 PM

Smartsheet Solution Certification Exam: Process Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.

8:30 AM
to 9:30 AM

Getting the Most Out of Your Portals

Keep your teams on the same page with easy-to-create and maintain centralized information portals. This session will give you examples and tips to get the most out of your Smartsheet portals.

8:30 AM
to 9:30 AM

Smartsheet Has an API? What is That and Why Would I Want to Use it?

Have you heard the term API and have no idea what it means? This session explains the basic concepts and how a company can leverage the Smartsheet API to build powerful solutions that take their work execution to a new level.

8:30 AM
to 9:30 AM

Connectors: Extending Smartsheet into your Enterprise Systems of Record

In the world of Collaborative Work Management, connecting work from purpose-built, best-in-breed applications to a management layer is essential. Attend this session to find out how Smartsheet connects to structured data sources - and share how you'd like to connect to others at your organization!

8:30 AM
to 9:30 AM

Driving Transformation Through Innovation

Organizations are increasingly facing an onslaught of new demands to increase the speed and velocity of innovation. But even breakthrough ideas will fall short without effective execution. Learn how organizations today are relying on the Smartsheet work execution platform to drive continuous innovation to remain relevant.

9:45 AM
to 10:45 AM

Messaging Platforms and Smartsheet

Receive Smartsheet notifications inside your favorite messaging app! Hear from Smartsheet customers and partners about how our deep integrations with Slack, Microsoft Teams, Skype for Business, Google’s Hangouts Chat, and Workplace by Facebook help you get work done where your communications happen, saving time while taking real-time collaboration to a new level.

9:45 AM
to 10:45 AM

Leveraging Sheet Summary for Portfolio Management

Learn how to use this new feature, which enables you to add metadata to a sheet, or to aggregate data across sheets, so you can more easily compare multiple projects, or view a concise sheet overview.

9:45 AM
to 10:45 AM

Smartsheet API: Tips and Tricks

Comfortable with coding and working with the Smartsheet API? Attend this session to learn valuable tips and tricks to get the most out of your API integrations.

9:45 AM
to 10:45 AM

Frictionless Digital Transformation with Smartsheet

With pressure to become more agile, more innovative, and better serve their customers, many companies are driving digital transformation initiatives across all lines of their business. Come see how the Smartsheet platform is helping companies transform their processes, saving time, improving collaboration, and delivering a better customer experience - while destroying silos and managing change on an individual, team, and organizational level.

9:45 AM
to 10:45 AM

Forms: Gather Information at Scale

Smartsheet forms are the fast, easy way to collect and act on information in Smartsheet. Join us to learn how to use forms to streamline intake, structure your sheet to stay current on new requests, and assign next steps to your team. You'll learn how to transform customer surveys, collateral requests, ticketing systems, and more.

11:00 AM
to 12:00 PM

Become a Smartsheet Champion (repeat)

Need help spreading the word in your organization? This session will equip you to become a Smartsheet Champion! Learn about the resources, assets, and events we've created to help you succeed, and gain access to the Smartsheet Mobilizer Toolkit.

11:00 AM
to 12:00 PM

Best-in-Class Project Management (repeat)

Come see and learn what a world-class project management solution architecture within Smartsheet looks and feels like. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. In this session, we'll share best practices and advance your organization's project management capabilities to increase effectiveness and drive business.

11:00 AM
to 12:00 PM

Preview the Smartsheet Product Roadmap (repeat)

Join us and learn about the future of Smartsheet! Get a high-level overview of our product's roadmap, as well as an early look at new features and enhancements that are in development.

1:00 PM
to 5:00 PM

Smartsheet Solution Certification Exam: Project Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.

1:00 PM
to 5:00 PM

Smartsheet Solution Certification Exam: Process Management

The Solution Certification exam is intended for advanced Smartsheet users.This is a four-hour timed exam and offered in-person only. Additional $99 fee applies.  Registration available as part of conference registration.