Schedule recurring weekly backups

Applies to

Smartsheet
  • Business
  • Enterprise

Capabilities

Who can use this capability

Backups are available on Enterprise and Business plans.

To request a sheet backup, you need viewer permissions or higher.

To request a one-time workspace backup, you must have viewer permissions or higher.

To request recurring workspace backups, you must be the workspace owner or admin.

Licensed users on  Business or Enterprise plans can schedule weekly recurring backups for all sheets in your sheets directory and any workspaces where you’re the admin or owner. 

Backups provide content in a ZIP file format, with individual sheet data stored in Excel workbook format. Comments will appear on a Comments tab in the workbook.

Weekly backups are generated automatically by Smartsheet each week between Saturday and Monday.

Schedule a weekly backup:

  1. On the left Navigation Bar, click Browse.
  2. Right-click on the workspace and select Schedule Recurring Backup. If the workspace doesn't contain any sheets, the option to Schedule Recurring Backup will be unavailable.
  3. 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. 
  4. Click OK.

Download a backup

  1. On the left Navigation Bar, select Browse.  
  2. To open the backup dialog, in the left pane, right-click the sheets folder or workspace name, then select Request Backup or Schedule Recurring Backup.
  3. Select View Recent Backups.
  4. 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

  1. On the left Navigation Bar, click Browse.  
  2. Right-click on the name of a sheet, folder, or workspace and select Schedule Recurring Backup.
  3. Under Recurring Backup Settings, uncheck the checkboxes.