Find your way around Smartsheet

Overview

The left navigation bar is always visible, providing you with global wayfinding tools to navigate in Smartsheet.

  Brandfolder Image

The navigation bar contains links to the following content: Home, Notifications, Search, Browse, Recents, Favorites, Create, Launcher, Help, and Account. 

For more details, see Access and organize your work.

Feature bar

When you open a sheet (Grid view only) or other Smartsheet item, the feature bar (right rail) appears. It provides easy access tools to help you communicate, collaborate, and get work done.

Sheet feature bars have the following options. Feature bars of other items, such as reports, have a subset of the options.

Brandfolder Image Conversations

Leave comments in a sheet, a specific sheet row, or a workspace.

Brandfolder Image Attachments

Attach files to a sheet, sheet row, or comment; access all attachments from the attachments panel.

Proofs

Create and manage all proofs on your sheet or report. Quickly review and approve a variety of content.

Brandfolder Image Brandfolder

Attach assets from Brandfolder to sheets or rows without leaving Smartsheet. Search, filter, and sort assets to locate them precisely as you do in Brandfolder.

Update Requests

Create new update requests and manage pending ones.

Brandfolder Image Publish

Publish a sheet, report, or dashboard to generate a unique URL for accessing the item without without logging in to Smartsheet. Publishing a sheet or report also generates iframe code for displaying that item on a website.

Brandfolder Image Activity Log

List of all changes made to an item, who made them, and when. The Activity Log reports row deletions, item viewers, and sharing permission changes.

Brandfolder Image Summary

Use the sheet summary pane to define, organize, and report information related to your work. You can embed formulas in sheet summary fields to surface key metrics in the sheet summary pane. Summary fields can contain data, hyperlinks, images, and more.

Brandfolder Image Resource Management 

Connecting a project sheet to Resource Management allows you to see how resource changes affect your entire plan. You can also make changes to your plan from the panel. It's a two-step process to use the panel. First, authorize your account (one time only), then connect a project sheet to Resource Management.

Brandfolder Image Work Insights

Analyze and visualize your sheet's data by viewing column snapshots, burndown charts, and the total new rows added each day, week, or month.

Brandfolder Image Connections (Jira, Salesforce, and Microsoft Dynamics 365)

Connect sheets to Jira, Salesforce, or Microsoft Dynamics 365. The popup has options for making those connections and shows details of existing connector workflows. (Your organization status and user status determines your access.)

Brandfolder Image AI (Analyze data, Generate formulas, Text and summaries)

Get insights, create charts, add formulas, or draft text and summaries with the power of AI. Use the AI Tools panel to select your preferred tool. 

AI is available for Enterprise plans only.