SmartSheet Application for Process Automation using Forms and Flows

Purpose

SmartSheet is a cloud-based solution that provides robust forms and flow automation for process efficiency.  It leverages an easy to use excel like interface for building data sheets, forms, and automation capabilities.  It includes workspaces for collaboration and reporting and dashboards.   Sheets are secured unless shared.  Forms are secured unless shared.  Reports and Dashboards can be published, distributed and secured or easily shared.

Tarleton Application Owner

SmartSheet is sponsored by the Division of Finance and Administration as an enterprise solution for citizen development using forms and flows for process automation.

How to Login

SmartSheet can be accessed using your NTNet Email account and Password by logging in with Company SSO at the following Link https://app.smartsheet.com/b/home

First time users can create an Unlicensed Account and will have access to submit forms that have been shared or posted on a Tarleton website.  Unlicensed users can also approve workflows that they are authorized via email.

How to Login

SmartSheet can be accessed using your NTNet Email account and Password by logging in with Company SSO at the following Link https://app.smartsheet.com/b/home

First time users can create an Unlicensed Account and will have access to submit forms that have been shared or posted on a Tarleton website.  Unlicensed users can also approve workflows that they are authorized via email.

License Request

SmartSheet is managed by ITS, the TRO, and Finance and Administration.   Licenses are only required for developing new forms automation and creating new sheets.  If you wish to develop new forms automation in SmartSheet you will need to request a license.

Licenses may be requested through the Logon screen.  In addition, a ticket can be opened to request a license.

As of Feb 2024, Justin Carrell, Ruth Harrison, and Jo Ann Kern are key contacts.

Vendor Support

https://help.smartsheet.com/contact