Description

Introduction:
This training provides advanced skills for collaborating in Smartsheet using WorkApps, Workspaces, and Permission models. Participants will learn how to create secure, role-based environments that streamline teamwork, protect data, and enhance productivity across projects and portfolios.

Prerequisites:
Basic understanding of Smartsheet navigation
Experience working with sheets, reports, and dashboards
Familiarity with user roles and project collaboration
Access to WorkApps (recommended)

Table of Contents:

1. Collaboration Foundations
   1.1 Principles of Smartsheet Collaboration
   1.2 Roles, Responsibilities, and Access Control
   1.3 Governance Essentials for Team Collaboration

2. Workspaces
   2.1 Creating and Structuring Workspaces
   2.2 Organizing Sheets, Reports, and Dashboards
   2.3 Workspace-Level Permissions and Inheritance
   2.4 Managing Teams, Folders, and Naming Standards

3. WorkApps
   3.1 Introduction to WorkApps and Role-Based Experiences
   3.2 Building WorkApps Using Sheets, Reports, and Dashboards
   3.3 Assigning User Roles and Permissions
   3.4 Designing App Navigation for Business Processes

4. Permission Management
   4.1 Understanding User, Group, and Admin Privileges
   4.2 Sharing Sheets, Reports, and Dashboards Securely
   4.3 Using Publish Options and External Sharing Controls
   4.4 Preventing Data Leaks and Unwanted Changes

5. Collaboration Tools
   5.1 Comments, Conversations, and Mentions
   5.2 File Attachments and Version History
   5.3 Activity Log and Change Tracking
   5.4 Collaboration Best Practices for Teams

6. Workflow-Based Collaboration
   6.1 Alerts, Approvals, and Notifications
   6.2 Request Updates and Request Approvals
   6.3 Automating Cross-Team Communication

7. Governance & Security
   7.1 Admin Center and User Management
   7.2 Data Compliance, Audit Trails, and Controls
   7.3 Group Management and Access Governance
   7.4 Organization-Wide Collaboration Standards

8. Best Practices
   8.1 Structuring Workspaces for Large Teams
   8.2 Designing WorkApps for Non-Technical Users
   8.3 Permission Hygiene and Maintenance Tips
   8.4 Collaboration Models for Enterprises

This course enables participants to build secure, scalable, and collaborative environments using WorkApps and Workspaces. By the end, learners will be able to manage permissions and engagement across teams with confidence.