Use the Smartsheet Outlook add-in

Once you install the add-in, it becomes available from any version of Outlook that you use with your supported Microsoft account email account. How you add email messages to sheets with the Smartsheet for Outlook add-in depends on your Outlook version.

Smartsheet for Outlook on the web

1. Open an email message sent to your supported Microsoft email address.
2. To display the Smartsheet panel in Outlook, select the Smartsheet logo  
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     in the upper-right corner of the email.
   
   Depending on the number of add-ins, you may need to select the Add-ins caret in the email next to your other add-ins, then select Smartsheet.
   
   

Smartsheet for Outlook desktop

1. Open an email sent to your supported Microsoft email address.
2. Select Add to Smartsheet in the upper-right corner of the Outlook window.
   

Smartsheet for Outlook on iOS and Android

1. Select to open an email sent to your supported Microsoft email address.
2. Choose the Add-In icon , then tap 
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    Add to Smartsheet.

Add emails and attachments to rows

To add email information to a sheet in Smartsheet:

1. Open an email sent to your supported Microsoft email address.
2. Select the Smartsheet icon in the Outlook window. This varies depending on the version of Outlook you’re using.
3. In Outlook, use either of the following methods to locate and select the ​sheet to which you want to add the contents of the email:
   • Type the sheet's name in the search field at the top of the add-in panel.
   • Navigate through your Smartsheet Home directory below the search field in the add-in panel.
4. You have the following options for adding the contents of your email to a sheet:
   • Add as new row: To add the email to a new row at the bottom of the sheet, select Add New Row at the bottom of the add-in panel.
   • Add to existing row: To add the email to an existing row in the sheet, select the row in the add-in panel.
     The app updates to show you any existing data in the row's Primary Column. If you add a new row, the Primary Column populates with the email's subject.
5. Select Save in the bottom-right corner when finished. The changes apply immediately to the Smartsheet sheet.

Keep the following in mind as you add email information to sheets:

• You can select Show More to review the other columns in the sheet and edit them as needed.
• By default, a new comment is added to the row, using the email's message body as the comment. You can modify the comment however you see fit.
• If you'd like to have the email displayed in a column, rather than a comment, copy it out of the comment field and paste it into the appropriate field, then erase the information from the comment.
• By default, email attachments are uploaded to the row. If you don't wish to include them, deselect the checkboxes next to the attachment names.
• You can select the sheet's name at the top of the add-in panel to open it up and work on it in Smartsheet. The sheet opens in a new browser window.

Open existing sheets from Outlook

From Outlook, you can search through sheets accessible to your Smartsheet account and open them in a new browser window. To open a sheet from Outlook:

1. Open an email sent to the supported Microsoft account that Smartsheet for Outlook is connected to.
2. Select the Smartsheet icon in the Outlook window. This varies depending on the version of Outlook you use.
3. In Outlook, use either of the following methods to locate and select the ​sheet you want to open:
   • Type the sheet's name in the search field at the top of the add-in panel.
   • Navigate through your Smartsheet Home directory below the search field in the add-in panel.
4. Once you select the sheet you want, you’ll see the Primary column data of that sheet.
5. Select the sheet name at the top of the add-in panel. This opens the sheet in a new browser window.

Smartsheet data that can't be edited from Outlook

You can't update certain values in your sheet from the Outlook add-in. You must edit the following in your sheet directly:

• Cells containing formulas.
• Finish date or duration values on sheets that have dependencies enabled. Note that you can change the start date and duration values to influence the end date. 
• Contact list column that allows multiple contacts per cell.
• Dropdown list columns with multi-select enabled.