Share Smartsheet items to Microsoft Teams

You can share Smartsheet items by using the direct sharing link and pasting it in your Teams conversation.

When you share a Smartsheet item via Teams, not everyone might have access to the item. Review the permissions levels and ensure you're sharing with the correct people. 

Smartsheet sharing permission requirements

You must be the Owner or have Admin-level sharing permissions to the Smartsheet item you want to share. 

Microsoft Teams requirements

Your Microsoft Teams Admin must install the Smartsheet for Microsoft Teams integration app before you can use this feature. 

Smartsheet for Microsoft Teams is compatible with the browser and desktop versions of the Microsoft Teams application.

Add a Smartsheet item as a tab in a Teams channel

1. From Microsoft Teams, select the channel you want from the left panel.
2. In Teams, select  .
3. Search for Smartsheet. If you're a Smartsheet EU customer, select Smartsheet EU.
4. To grant Smartsheet access to integrate with Microsoft Teams, select Connect to Smartsheet > Allow. If prompted, sign in to your Smartsheet account.
5. Locate and then select the Smartsheet item you want to use. You can add sheets, reports, or dashboards to a Teams channel.
6. Select Share or Don’t Share.
7. If you choose Share, set the permission level for your collaborators, so they can interact with the Smartsheet item. 
8. Select Save.

Additional things to know

• You can't apply current user filter criteria in a sheet added to a Microsoft Teams channel. Learn how to create a filter to show or hide data.
• To see more of the Smartsheet item in the tab and hide your custom branding, select View sheet in full screen. 
• To avoid messaging the channel about the new tab, clear the Post to the channel about this tab checkbox.
• You need permission from your Microsoft Office 365 Admin to share Smartsheet items when adding them as Tabs in your Teams channel. Select Skip on the Admin approval screen to bypass this step. 
• If you choose the Don’t share option, only channel members with access to the sheet can see the sheet content in the tab. Other members see the Don’t have access page and can request access through the Request access button.