Conversations

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Conversations allow you and your team to manage and track critical communication in real-time, directly in the context of your work. Conversations can be recorded at the row level, the sheet level, or the workspace level in Smartsheet.

Users can reply to @mentions from email, or in real-time directly on the sheet without ever having to switch apps. 

Everyone shared to the sheet can follow along, view, or reply to comments within the context of their work. With everyone referencing the same information, conversations stay productive, and teams stay aligned.   

 

 

 

Have targeted conversations with comments

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Conversations is a feature you can use to leave comments in a sheet, a specific row in a sheet, or a workspace. 

Where you can add or access comments

The Conversations panel is where you can access all sheet or report comments. Workspace comments, however, are located in the Comments dialog.  

Permissions and sharing levels you need to interact with comments

As long as you have access to the sheet, you’ll be able to view or print comments.

You’ll need additional permission levels for other actions, though:

  • Create or reply to a comment: You need Owner, Admin, Editor, or Commenter access to the sheet.
  • Edit or delete a comment: You can delete the comment you created, but only sheet Owners and Admins can delete any comment or comment thread.

Access sheet, report, or workspace comments

To easily access comments in a sheet or report, select Conversations The Conversations icon . However, there are other ways to go to the Conversation panel. 

A screenshot of the Conversation panel

To access sheet-level or row-level comments in a sheet or report:

  • Grid view: In the far left column, select Add a comment.
  • Card view: Right-click on a card, select Comments. If there are already comments on that card, a clickable comment icon will appear in the bottom of the card. 

Going to the Conversations panel of a report is similar to how you access comments in a sheet. However, unlike in sheets, you’ll only see row-level comments. You won’t see the All, Sheet, and Unread tabs.

Conversations panel in a sheet

Once you’re in the Conversations panel, you’ll see sheet comments grouped into these categories:

  • Row
  • Sheet
  • All
  • Unread

Learn more about how to use each tab in the Conversations panel.

 

Access comments in a workspace

  • Select Add a comment or view a summary list of comments.

A screenshot of a worskpace with the icon highlighted

Here you’ll see comments about the workspace only. To view comments for a specific sheet in the workspace, you’ll need to open the sheet.

Access comments via your mobile device

Check out the following articles for information on comments in the mobile apps:

How comments are displayed

In the Comments dialog or Conversations pane, comments are displayed in chronological order based on the date they were created or replied to:

  • The most recent comment will appear at the bottom of the Conversations pane or Comments form. 
  • Replying to a comment will bring the comment and its replies (the thread) to the top of the pane or form.
  • Replies within a thread will be displayed starting with the oldest reply and ending with the most recent. That is, the most recent reply will appear at the end of the thread.
  • Rows with new comments will have a new comment notification. 
  • You can view comments in the Conversations pane by following:
    • Row: Comments in a single row 
    • Sheet: Sheet-level comments 
    • All: Row-level and sheet-level comments 
    • Unread: Comments you haven’t read yet 

When viewing workspace comments, in the Comments dialog, use the Collapse all or Expand all buttons to hide or find comments, respectively.