Smartsheet Fast Start
NEW TO SMARTSHEET?
You need the Smartsheet Fast Start Accelerator
Whether your team is brand new to Smartsheet or has had access for months without really using it, the result is the same: time lost, value left on the table, and a platform that never quite delivers what it promised.
You are already paying for Smartsheet. The Prodactive Smartsheet Fast Start makes sure you are actually getting something back. In four structured sessions your team will go from unsure to independent: navigating the platform confidently, collaborating without confusion, and using automation to remove the manual work that is slowing them down.
Is this for you?
This programme is built for two situations we see regularly:
- A team that is brand new to Smartsheet and needs to get up and running quickly without relying on self-directed learning
- A team that has had access for months but where adoption is patchy, habits are drifting the wrong way, and a manager needs to see real progress
If either of those sounds familiar, talk to us about your team.
What you get
Your team working confidently and independently in Smartsheet within four weeks. Not relying on YouTube tutorials, not working around the platform, not reverting to spreadsheets.
- A Prodactive consultant working through your actual environment with you. Four sessions, each tailored to where your team is and what they need to get right.
- Platform fundamentals covered in context: sheets, reports, dashboards, forms, sharing, and permissions – not as theory, but as practice in your own account.
- Account setup done properly from the start: branding, system admin configuration, licence allocation, and workspace structure.
- Structured self-study guides aligned to each session (the Prodactive Fast Start Track), so learning continues between sessions.
- Views, formulas, and automation introduced in Week Three, so your team starts working smarter before the programme ends.
- A 30-minute consolidation call in Week Four to confirm the team is working independently and identify whether further support would add value.
Programme structure
- Weeks 1 to 2: 90 mins per live session
- Week 3: 60 mins live session)
- Week 4: 30 min support call
- Total: 4.5 hrs
| Week | Duration | Session |
|---|---|---|
| 1 | 90 mins | Getting started: profile, settings, and navigation and your first sheet Setting up your profile, time zone, and default settings. Navigating the platform menus, understanding the home screen, and finding your way around your account. First hands-on time in a live sheet: editing cells, adding rows, attaching files, and understanding column types. Covers the personal configuration every new user should complete before anything else. |
| 2 | 90 mins | Working with data: sheets, reports, dashboards, forms and collaboration How sheets, reports, dashboards, and forms connect and when to use each. Editing data, submitting forms, and navigating between components. Sharing and permissions: who can see what, how to give and restrict access, and what each licence type can do. Notifications, update requests, commenting, and @mentions. |
| 3 | 60 mins | Making Smartsheet work harder: views, formulas, and automation Board, Timeline, and Table views and when to use each. Introduction to formulas including IF and TODAY. Building your first automation from a template. Sheet Summary panel overview. Common mistakes and how to avoid them. |
| 4 | 30 mins | Support call: consolidation and next steps Structured check-in covering questions in practice, consolidation of learning, confirmation that the team is working independently, and identification of whether further support or capability development would be valuable. |
