Smartsheet is designed to help you find the information you're looking for quickly.
USM Content
Overview
The left navigation bar is always visible, providing global wayfinding tools to navigate Smartsheet.
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.
Leave comments in a sheet, a specific sheet row, or a workspace.
Attach files to a sheet, sheet row, or comment; access all attachments from the attachments panel.
Create and manage all proofs on your sheet or report. Quickly review and approve a variety of content.
Attach Brandfolder assets to sheets or rows without leaving Smartsheet. Search, filter, and sort assets to locate them precisely as you do in Brandfolder.
Create new update requests and manage pending ones.
Publish a sheet, report, or dashboard to generate a unique URL for accessing the item without logging in to Smartsheet. Publishing a sheet or report also generates iframe code for displaying that item on a website.
List of all changes made to an item, who made them, and when. The Activity Log reports row deletions, item viewers, and changes to sharing permissions.
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.
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.
Analyze and visualize your sheet's data by viewing column snapshots, burndown charts, and the total new rows added each day, week, or month.
Connections (Jira, Salesforce, and Microsoft Dynamics 365)
Connect sheets to Jira, Salesforce, or Microsoft Dynamics 365. The pop-up offers options to make those connections and displays details of existing Connector workflows. (Your organization status and user status determine your access.)
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 only for Enterprise plans.