I leverage the power of Smartsheet to enhance the efficiency and impact of instructional design projects. Beyond project management, I also utilize Smartsheet’s formulas and automations to solve for unique problems.

Automation for Scheduling Emails

Using Smartsheet’s native formulas and notification triggers, I created a Smartsheet for sending targeted emails to multiple audiences based on date criteria, submission status, and contact information. The video showcases how a single checkbox triggers a series of behind-the-scenes calculations, calculating business days in the future along with user-specific submission forms within seconds.

Smartsheet Calculations

Smartsheet is a powerful tool for learner management. Formulas help quickly calculate data points such as pre-work completion and attendance alongside learner data that gives a snapshot of audience diversity.

Categories: Portfolio