Applies to

Smartsheet
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Schedule recurring weekly backups

You can schedule weekly recurring backups for sheet data in workspaces where you hold Admin or Owner permissions. Smartsheet generates weekly backups automatically between Saturday and Monday.

Who can use this?

Plans:

  • Business
  • Enterprise

Backup contents

  • Backups include sheet data, comments, and attachments.
  • Backups don’t include reports, dashboards, formulas, workflows, cross-sheet references, formatting information, or custom configurations.
  • Workspace backups include sheet data from the workspace, not its structure. Backups keep your data secure. However, restoring your solution will require rebuilding each Smartsheet asset.
  • Backup files have a size limit of 4 GB.

Any user on the plan can request a singular sheet or workspace backup. To request a recurring backup, you must be an Owner or Admin. 

Schedule a weekly backup from the workspace panel

  1. On the left Navigation Bar, select Open workspace panel.
  2. Navigate to the workspace containing the item(s) you want to back up and select the kebab menu at the top right corner of the workspace panel.
  3. Select Schedule Recurring Backup. The Schedule Recurring Backup option won’t display if a workspace doesn't contain any sheets. 

  4. Follow the instructions on your screen and select the checkboxes to enable recurring backups, include attachments, and receive an email notification about the backup.

    Select View recent backups to view backup statuses and download completed backups. Learn how to download backups.

  5. Select OK.

 

Turn off recurring backups

  1. On the left Navigation Bar, select Open workspace panel.
  2. Navigate to the workspace containing the item(s) you want to back up and select the kebab menu at the top right corner of the workspace panel.
  3. Under Advanced Settings, uncheck the checkboxes.

Schedule a weekly backup from Browse

You can also schedule weekly backups for workspaces from Browse:

  1. On the left Navigation Bar, select Browse.
  2. Right-click on the workspace and select Schedule Recurring Backup.
  3. Select the Enable recurring backups checkbox. Select the checkboxes if you want to include attachments and get an email notification about the backup. 
  4. Select OK.

 

Turn off recurring backups

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

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