Use the help icon to access learning content and support

Access personalized learning content and support directly within Smartsheet.

Who can use this?

Plans:

  • Smartsheet

The in-app Help and learning center offers a seamless experience within Smartsheet by providing:

  • Tailored learning content.
  • Support resources.
  • AI assistance.

Access the in-app help and learning center

Select the  

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Get help.
Help icon on the left navigation bar. This opens the in-app Help and learning center, which contains direct access to:

  • Videos
  • Help articles
  • Learning tracks
  • Additional resources
  • Chat with support

Currently, the Help and learning center is only available in English. 

 

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Help center menu

Dynamic View

In Dynamic View, you can find the Help icon in the upper-right corner of your Dynamic View.

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Access learning and support content using the Help button.

Personalize your experience

The Help and learning Center personalizes the content based on the Smartsheet item you’re currently viewing. For example, if you're viewing a dashboard, you’ll receive help content about dashboards.

Move and resize it anywhere on the screen so it stays open as you work on your Smartsheet items. To search for additional topics, use the search bar at the top of the Help and learning center.

The Help and learning center isn’t available in Resource Management or the Brandfolder App.


Chat with support

If you need additional support, select Chat with support to get instant AI assistance. Here, you can ask questions and receive answers generated from help articles without leaving Smartsheet and,  if needed, get transferred to the support team at any time. 

The options to contact support vary depending on your plan. See Get online Help and support

How to use Chat with support

While the tool can’t create solutions for you, it can help you understand how to create them yourself. Use it to get unstuck or figure out your next step.

Make your questions or prompts as specific as possible.

These are sample questions you can ask:

  • How do I create a workspace?
  • Help me with a project plan
  • How do I share a sheet?
  • How can I use Smartsheet to manage a construction project?
  • Submit a Support case