Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
To request a sheet or workspace backup, you need viewer permissions or higher.
To request recurring workspace backups, you must be the workspace owner or admin.
Schedule recurring weekly backups
Licensed users on Business or Enterprise plans can schedule weekly recurring backups for all data in sheets in your sheets directory and for sheet data in workspaces where you're the admin or owner.
Weekly backups are generated automatically by Smartsheet each week between Saturday and Monday.
Backup contents
Backups include sheet data, comments, and attachments.
Backups do not include reports, dashboards, formulas, workflows, cross-sheet references, formatting information, or custom configurations. Workspace backups include sheet data from the workspace, not the structure of the workspace. Backups keep your data secure; however, restoring your solution will require rebuilding each Smartsheet asset.
Schedule a weekly backup:
- On the left Navigation Bar, click Browse.
- Right-click on the workspace and select Schedule Recurring Backup. There is no backup option if the workspace doesn't contain any sheets.
- Select the Enable recurring backups checkbox. Select the checkboxes if you want to include attachments and if you want to receive an email notification about the backup.
- Click OK.
Download a backup
- On the left Navigation Bar, select Browse.
- Right-click the sheets folder or workspace name in the left pane, then select Request Backup or Schedule Recurring Backup.
- Select View Recent Backups.
- Select Download Backup. Backups are available for download for four weeks following the backup date. After four weeks, the links to the backups will be unavailable.
Turn off recurring backups
- On the left Navigation Bar, select Browse.
- Right-click on the name of a sheet, folder, or workspace and select Schedule Recurring Backup.
- Under Recurring Backup Settings, uncheck the checkboxes.