Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must be an admin on Microsoft Teams to approve the integration; anyone can install and use the Smartsheet for Teams app.

Add a Smartsheet form to your Microsoft Teams channel

Include a Smartsheet form in a Teams channel to allow people to submit information right from the channel. 

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

You must be an admin on Microsoft Teams to approve the integration; anyone can install and use the Smartsheet for Teams app.

For example, you can add a form that allows channel members to submit work order requests that populate an IT Request Sheet.

To add a Smartsheet form to a channel:

  1. Create the form in Smartsheet.
  2. Open Smartsheet in a new browser window, locate and open the desired sheet.
  3. Select the Forms menu.
  4. Select and copy the URL for the form you want.
  5. Open Microsoft Teams and go to the channel that you want to add the form to.
  6. Select the plus icon Plus icon next to the channel’s name.
  7. From the Add a Tab window, select website Website button 
  8. In the Tab Name field, type a name.
  9. In the URL field, paste the form link, then select Save.

You can also add published links for sheets, reports, and dashboards to the Website tab.

That’s it! Now your team can fill and submit the form from within Microsoft Teams application.

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