Automate Your Work Process with Alerts and Actions

In Smartsheet, you can create automated actions (Alerts & Actions) that automatically notify you of sheet changes, remind you of key dates, automatically request updates on specific rows, and automatically initiate a request for approval or sign-off on work items in your sheet.

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If you don't see Alerts & Actions above your toolbar, click the down arrow button in the upper-right of the Smartsheet window.

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Learn more about types of alerts and actions in the help articles below:

Requirements for Creating and Receiving Alerts and Actions

Depending on what type of alert or action you want to create, you need to be shared to a sheet with a certain level of sharing permissions. Who can receive alerts and actions can also be controlled on a sheet-level or account-level.

Control Who Can Receive Alerts and Actions

See the following help articles for details on controlling who can receive alerts and actions on a sheet-level or account-level:

Sharing Permission Requirements

Use the following table as a reference for whether you can create an alert or action for yourself or others based on sheet sharing permissions.

 OwnerAdminEditorViewerNot Shared
NotificationsYourself and othersYourself and othersYourselfYourselfCan’t create
RemindersYourself and othersYourself and othersYourselfYourselfCan’t create
Update RequestsYourself and othersYourself and othersCan’t createCan’t createCan’t create
Approval RequestsYourself and othersYourself and othersCan’t createCan’t createCan’t create
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