Save and Refresh Sheet Data

It's a good best practice to save your changes frequently to keep from losing work. In Smartsheet, you save changes by clicking the Save button on the left toolbar.

When there are unsaved changes in the sheet, the Save button will be blue. Clicking the button when it's blue will turn it grey. When the button becomes grey, you'll know that all that changes you've made to the sheet have been saved.

TIPS:

  • The shortcut key for saving is Ctrl+S (Windows) or Cmd+S (Mac)
  • To configure auto-save options, click Account > Personal Settings > Settings
  • To save a sheet outside of Smartsheet, export it to a format of your choice

Refresh a Sheet to See the Most Current Version

If you've shared a sheet with others, those people will see the changes you've saved the next time they open the sheet.

If people are viewing the sheet at the time that you save your changes, Smartsheet will either refresh the sheet automatically or prompt those people to refresh the sheet to see the new information. The prompt appears as a blue refresh symbol next to the sheet name at the top.

Refresh image at top of sheet

 

To refresh the sheet, click the refresh symbol or click File > Refresh.

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