Learning Guides | Smartsheet Learning Center

Getting started with Smartsheet

Level 1: Get Started

Learn the basics of building a sheet.

In this guide

Create a Sheet Rows and Hierarchy Columns Forms

Level 2: Intermediate Users

Learn how to collect, track, automate, and report on work.

In This Guide

Track and view sheet Activity Sorting and filtering Move and copy rows Conversations

Level 3: Advanced Users

Learn how to work at scale with content, projects, dashboards, and WorkApps.

In This Guide

Cross-sheet formulas Advanced Cross-sheet Formulas Sheet summary report Proofing

Project Fundamentals Part 1

Step-by-step instructions on how to build your first project sheet.

In This Guide

Create a project Sheet Set up your project Sheet Formulas and Data Collection Intake Sheet

Project fundamentals part 2

Learn to build project timelines and allocate resources.

In This Guide

Project settings Baselines and critical path Workback schedule Approvals for workflow efficency

Project fundamentals part 3

Learn to build insightful project reports.

In This Guide

Build your sheet summary Formula fundamentals Filter creation and management Reporting

Project fundamentals part 4

Effectively visualize and manage processes.

In This Guide

Visualize data with dashboards Build and customize dashboards Manage RAID logs Lessons learned

System Admin setup

Learn to navigate the Admin Center

In This Guide

Smartsheet Admin Center Plan settings Personalize your account Craft a custom user experience

System Admin user management

Add, manage, reactivate, deactivate, and remove users.

In This Guide

Add users Edit users Deactivation and reactivation Deactivate and reactivate users

System Admin authentication

Manage user access and authentication.

In This Guide

Domain management Define your authentication method Configure SSO User provisioning

System Admin governance and security

Learn about data retention, backup, and security.

In This Guide

Data lifecycle management Secure sharing configuration Centralized plan control Data backup and recovery

Get started with the User Subscription Model

Simplify your collaboration and user management.

In This Guide

The User Subscription Model Migration Seat types Provisional access

Forms

Collect your teams data.

In This Guide

Create and edit a form Form display and appearance Review and distribute forms Best practices

AI Tools

Unlock actionable insights.

In This Guide

Smartsheet AI tools Generate formulas or text Analyze data Get help AI tool

Collections in workspaces

Share your most relevant work.

In This Guide

Start using collections Build a collection Customize a collection Share a collection

Use Okta SCIM with Smartsheet

Enforce your organization's security.

In This Guide

Prepare for configuration Configure Smartsheet roles for Okta groups Advanced roles

Premium features

Control Center

Deliver solutions at scale through consistency and automation.

In This Guide

Introduction Standardized methodology Demand intake Automated provisioning

Dynamic View

Share information with the right people at the right time.

In This Guide

Get started Create and manage views Edit FAQs

Bridge

Connect data across systems and automate routine tasks.

In This Guide

Get started Key concepts Connect Bridge Troubleshoot workflows

WorkApps

Build intuitive web and mobile apps with no coding required.

In This Guide

Overview Create and edit Add pages Add roles

Data Shuttle

Streamline the process of transferring data between Smartsheet and other systems.

In This Guide

Overview Ways to use Data Shuttle Upload workflow Offload workflow

DataMesh

Eliminate manual work to keep your sheets and reports in sync.

In This Guide

Get started Create a new config Run a config Transfer a config

DataTable

Visualize and collaborate on large data sets.

In This Guide

Set up Connect your first sheet Create Troubleshoot

Pivot App

Summarize and dynamically refresh data.

In This Guide

Get started Build a Pivot table Troubleshoot Pivot App FAQs

Calendar App

Connect your Smartsheet data to visualize your events.

In This Guide

Get started Edit and customize Troubleshoot Filters FAQs

Brandfolder

Set up your Brandfolder

Step-by-step instructions on how to build your Brandfolder

In This Guide

Assign an Owner Create sections Label structure Add custom fields

Add assets to Brandfolder

Step-by-step instructions for adding assets.

In This Guide

Upload assets Types of assets The asset modal Edit assets

Add users to Brandfolder

Step-by-step instructions for user management.

In This Guide

User permissions Enable privacy settings Invite and manage users SAML and SSO

Guest user guide

Learn the basics of interacting with Brandfolder as a guest.

In This Guide

Brandfolder account management Search Share Download assets

Resource Management

See and act on critical data about your team's capacity.

In This Guide

Set up Best practices Troubleshoot FAQs

Project management

Learn how to set up and manage teams and projects.

In This Guide

People page Navigating the schedule Sorting and filtering Resource availability

Reporting

Drill into details about specific resources.

In This Guide

Overview Report types Use and edit reports Advanced reports

Time tracking

Track the progress of your team's work.

In This Guide

Personal page Time and expenses Approvals

Connectors and integrations

Integrations and add-ons

Work seamlessly with your favorite tools and apps.

In This Guide

Adobe Creative Cloud Messaging Apps Microsoft Teams Google

Jira Connector

Auto-sync between Smartsheet and Jira.

In This Guide

Prerequisites Set up Create a workflow Troubleshoot

Salesforce Connector

Gain valuable insights from your sales data.

In This Guide

Set up Create a workflow Troubleshoot FAQs

Smartsheet University

Build standout skills and earn industry recognition. Follow clear learning plans to official Smartsheet Certification.

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