Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Save and refresh sheet data

It's crucial to save your changes in Smartsheet to maintain data integrity and prevent loss of work. 

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

You can do this by selecting Save on the toolbar.

The shortcut key for saving is Ctrl+S (Windows) or Cmd+S (Mac).

To configure auto-save options, go to Account > Personal Settings > Settings.

See and save unsaved changes

When changes are unsaved in the sheet, the Save button becomes selectable. After selecting the button, the icon becomes unselectable, indicating that all changes made to the sheet have been saved.

To save a sheet outside of Smartsheet, export it to a format of your choice.

Refresh a sheet to see the most current version

If you've shared a sheet with others, those people will see the changes you've saved the next time they open it.

If other users are viewing the sheet when you save your changes, Smartsheet will either automatically refresh the sheet or prompt those users to refresh it to see the new information. The prompt appears as a refresh symbol next to the sheet name at the top.

To refresh a sheet, select the refresh symbol or go to File > Refresh.

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