Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

  • Owner
  • Admin

Column types

In a sheet, you can use different column types to ensure more consistent data entry. In Smartsheet, there are two categories of column types:

  • Default columns
  • Configurable columns

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

  • Owner
  • Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Default columns

Default columns are columns you can't change or remove.

Primary column

Every sheet has a primary column, and its value serves as the row's descriptor. By default, it will always be a Text/Number field. You can't change its type or delete it.

Learn more about primary columns.

Other default columns

Between the row number and primary column are columns you can use to do the following tasks:

  • Attachments: Add attachments to the row, or view the row-level attachments you've already added. 
  • Comments: Add a comment to the row, or view the row-level conversations. 
  • Proof: Add a proof to the row, or view the row-level proofs.
  • Row Action Indicators: Check reminders, locked rows, and allocation alerts Allocation Alert associated with the row. Or add an update request View pending updates for this row icon.

If you don't need any of the mentioned default columns, you can hide them. To hide a column:

  1. Hover your pointer over the header. 
  2. Select Hide Column.

Left columns with action indicators


Configurable columns

Configurable columns are columns you can modify according to your needs. These are the column types you can edit:

  • Text/Number
  • Contact list
  • Date
  • Dropdown list
  • Checkbox
  • Symbols
  • Auto-Number
  • System
  • Latest comment
  • Duration

Text/Number

In a text/number column, you can add texts, numeric values, or both. Use a Text/Number column for comment columns that might have long entries or number-focused columns.

You can apply text or numeric formatting to the values in this column.

If the first character in a cell is zero, followed by another digit or letter, Smartsheet attaches an apostrophe to the beginning of the value. Then, it stores the value as text. It does this so that the leading zero is retained and displayed with the number. If you want to store the value as a number—to perform calculations with it, for example—double-click the cell. Then, remove the apostrophe and any leading zeros.

Contact list

In a contact list column, the only acceptable values are: contact name, email address and name.

Only email addresses can work with automation or other contact-specific features. Other data will be considered free text.

Use this column to:

  • Assign rows to collaborators shared to a sheet or contacts from your Smartsheet Contact List, 
  • Send reminders to shared collaborators, and 
  • Generate reports that show a list of tasks assigned to a specific team member.

If you allow multiple contacts per cell, you can select up to 20 contacts in one cell.

Add a contact

All you have to do is type a contact name or email address in a cell. As you type, the list will display matching contacts from:

  • Collaborators shared to the sheet
  • Contacts/email addresses assigned to other rows in the sheet
  • Contacts from your Smartsheet Contacts List
  • Contacts found in User Management (Legacy Collaborator Model) or User Roles and Reports (User Subscription Model) in Admin Center

If the list doesn't display matching contacts, you're most likely typing a name or email address that isn't in your contact list. To fix this, add them to your contact list with these steps:

  1. In the contact list column, select a cell.
  2. Then, select The dropdown icon.
  3. Select Add New.
  4. Type a name and an email address. 
  5. Select OK.

Once you've added the contact, you can assign them to the row.

Remove a contact

To remove names or email addresses from the auto-resolve dropdown list, remove them from the other cells in the column and the Edit Column Properties form. People shared to the sheet always appear as suggestions when you type in a contact list column.

Specify preferred contacts

You can restrict the values in a contact list column to a set of contact values. To set up preferred contacts in the contact list column:

  1. Hover your pointer over the column header. 
  2. Select Column Menu The column menu icon.
  3. Choose Edit Column Properties
  4. Enable Restrict to list values only. 
  5. In the Add Contacts search bar, type and select a contact name or email address.
  6. Optional: To add or edit the contact name, hover over their email address. Then, select Edit Contact.
  7. After adding the contacts, select Ok.

After setting up your preferred contacts, you'll see them as options in the contact list column. The same is true if you use the same contact list field in the sheet's corresponding Smartsheet form.

If you want sheet respondents to manually add a contact, remove your preferred contacts. To do this:

  1. Hover your pointer over the column header. 
  2. Select Column Menu The column menu icon
  3. Choose Edit Column Properties.
  4. Hover over the contact. 
  5. Select Remove Contact. Repeat this step until all contacts are removed.
  6. Select Ok.

Date

Use this column to input date entries. You can also use date columns to enable dependencies or display items in the calendar view. To input dates in a date column, do any of these steps:

  • Select a cell. Then, select the calendar icon
  • Type a date in a cell. 
  • Use keyboard shortcuts to populate the cells. 

The dates appear in the format set up in your Smartsheet account's personal settings.

Dropdown lists

This column displays a list of values you can select. If you're a sheet Owner or Admin, you configure the dropdown list column to let users input either single or multiple values.

To enable multiple entries in the dropdown list column

  1. Hover your pointer over a column header. 
  2. Select Column Menu The column menu icon
  3. Choose Edit Column Properties
  4. Turn on the Allow multiple values per cell toggle.

After making it a multiple-entry column, you can input multiple values through either of these steps:

  • Type the values you want to appear in the list, or 
  • Select checkboxes if the values are restricted. 

Press the Enter or Return key to separate each list item onto a separate line.

To remove an item from the dropdown list, select it and then press the Backspace or Delete key.

For more information about dropdown list columns, see Maintain Consistency in Data Collection with Dropdown Columns.

Duration

Use this column to:

Checkbox

The column presents a checkbox you can select or clear. You can display the checkbox as a box, flag, or single star.

The checkbox appears in the cell only after you enter a value in another column in that row.

Symbols

A symbols column displays a visual image you can use to describe a row's status.

You can select different symbols. However, you can't add your own (custom) symbols to the column.

Auto number

Auto number columns generate values for every row in the sheet that contains data. You can use this column when you want to assign the following without manually typing them in:

  • Row IDs 
  • Part numbers
  • Invoice numbers
  • Customer numbers 
  • Other unique ID references

Learn more about auto number columns.

System

These are the different system columns and the information they record:

  • Created by: Who created each row 
  • Created date: When each row was created
  • Modified by: Who last modified each row
  • Modified date: When each row was last modified

When you set them up, system column cells are initially empty: the values are generated when you save the sheet.

Latest comment

Use this column to show your team's latest comment/feedback without opening the Conversations pane.

Learn more about the latest comment column.

Duration

Duration represents the amount of time a task is expected to take. For more information, see Project sheet columns: Duration.