Conversations

Conversations allow Smartsheet to both manage work, as well as the critical team communication about the work, in one place. Users can reply to @mentions directly from email, saving time by not having to switch apps. This makes conversations easier to use and reference, and improves confidence that replies will be received and maintained.

Have Targeted Conversations With Comments

Place a comment in a workspace, on a sheet, or on a specific row in a sheet to foster conversation with resources and stakeholders. To address a sheet or row comment to a specific person, you can type @<email address> (for example, @[email protected]) in the comment to tag that person. (More on @mentions.)

Required Permissions and Sharing Levels

Anyone with access to the sheet will be able to view or print comments.

Other actions with comments require additional permissions:

  • To create or reply to a comment, you must be the sheet Owner or have Editor- or Admin-level sharing permissions to the sheet.
  • You can edit or delete any comment that you create.
  • The sheet Owner or anyone with Admin-level sharing permissions to the sheet can delete any comment or comment thread.

    IMPORTANT: If you @mention someone who isn't shared to the sheet—and you are the Owner, or have Admin or Editor - Can Share permissions, you'll be prompted to share the sheet, and grant appropriate permissions to them so that they can have access to the comment. (More information on Sharing Permission Levels.)

Interact With Comments in Smartsheet 

You can add comments to a workspace, a sheet, or to a specific row (Grid View) or card (Card View).

You’ll start by opening the Comments form. How you open the form will depend on where in Smartsheet you want to use comments.

To access comments from hereDo this
A row (Grid View)Click the arrow to the right of the row number and select Comments.
A card (Card View)

Right-click the card and click Comments.

A sheetClick the Comments button on the right panel.
Sidebar

NOTE: You’ll be able to view any existing sheet comments, row comments, or a summary of both.
A workspace

From the workspace, click the Comments icon in the upper-right portion of the workspace.

NOTE: 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.

On mobile

See the following articles for information on comments in the mobile apps:

Create a New Comment or Reply to a Comment

Once you’ve opened the Comments form, you’ll be able to create new comments or participate in existing conversations:

  • To add a new comment, type in the add comment box and click Post.
  • To reply to an existing comment, click Add reply, type your reply, and click Post.
  • To include an attachment with your comment, click the Add attachment icon.

    Attach attachment to comment

How Comments Are Displayed

Comments are displayed in the Comments window in chronological order based on the date they were created or replied to:

  • The most recent comment will appear at the top of the Comments window. 
  • Replying to a comment will bring the comment and its replies (the thread) to the top of the 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.

TIP: Use the Collapse all or Expand all buttons in the Comments form to make navigation easier by collapsing threads that aren’t relevant to what you’re looking for.

Tag People in Comments With an @ Sign

Type @<email address> to tag someone in a comment. They'll receive a notification that includes a link to the comment so they can quickly find it and respond.

IMPORTANT: 

  • If you @mention someone who isn't shared to the sheet—and you are the Owner, an Admin, or shared with Editor - Can Share permissions, you'll be prompted to share the sheet, and give them appropriate permissions, to them so that they can have access to the comment. (More information on Sharing Permission Levels.

  • ​How a person receives the notification will depend on their own notification settings. For information about notification settings, see Configure How You Receive Notifications from Smartsheet.

Email, Print, or Modify Comments

Click the arrow to the right of the comment to open the menu. Select the desired commands to email, print, edit, or delete a comment or comment thread (note that to edit or delete comments you'll need appropriate permissions).

Attach Files to Comments

To provide more context to a comment, you can include an attachment with it.

To add an attachment

Click the Add attachment icon ​to the right of the comment.

You can attach files uploaded from your computer, links to websites, or files stored in Google Drive, Dropbox, Box, Evernote, or Egnyte. (See this help article for more information about these integrations.)

To remove an attachment

  1. From a comment, click the arrow next to the comment.
  2. Select Edit comment.
  3. Hover the mouse next to the attachment.
  4. Select​ Delete attachment.

Tag Someone With the @ Sign

To quickly add someone to a conversation, you can @mention them—that is, type @<email address> to tag them. They'll receive a notification that includes a link to the comment so they can quickly find it and respond.

Coming soon! People will be able to receive and respond to @mention comments directly from their email—this feature will be generally available in late fall 2019.

Who can use this capability

Permission requirements icon People with Owner, Admin, or Editor permissions to the sheet can create or reply to a comment. You can edit or delete any comment that you create. Owners and Admins can delete any comment or comment thread. Anyone with access to the sheet will be able to view or print comments.


Plan availability icon All plan types.


Specify @mention preferences

How a person receives the notification will depend on their own notification settings. For information about notification settings, see Configure How You Receive Notifications from Smartsheet.

If you @mention someone who isn't shared to the sheet—and you are the Owner, an Admin, or shared with Editor - Can Share permissions, you'll be prompted to share the sheet and give them appropriate permissions so that they can have access to the comment. (More information on Sharing Permission Levels.)

Delete a File Attached to a Comment

Files attached to comments may become outdated as your projects progress, causing confusion for your stakeholders and resources.

Files that have been attached to a comment can't be deleted from the Attachments panel. (The Delete File option will appear unavailable for that file.) The only way to delete a file attached to a comment is to delete it from the comment itself, or delete the comment that the file is attached to.

Delete Attachment Unavailable

TIP: To quickly visit the comment from the Attachments panel, click the word “comment” under the filename.

Go to Comment

Who can use this capability

Permission requirements icon People with Owner, Admin, or Editor permissions to the sheet can create or reply to a comment. You can edit any comment that you create (including editing it to delete a file attached to the comment). People with Owner or Admin sharing permissions can delete any comment or comment thread, which will also delete the attached file. Anyone with access to the sheet will be able to view, download, or print files attached to comments.


Plan availability icon The ability to attach files to a comment is available to all plan types.

 


To delete an attachment from the comment panel:

  1. Click the More Options icon More Options icon  to the right of the comment.
  2. Select Edit comment.

    Edit Comment


    NOTE: If Edit comment is grayed out, it's likely that you don't have the correct permissions to delete the attachment. You will need to contact the person who left the comment and ask them to delete the attachment, or reach out to the Owner or an Admin on the sheet to have them delete the comment where the file is attached.
     
  3. Hover over the attachment you'd like to delete and click the​ trash icon.

    Trash Icon


The file should now be removed from the comment and the sheet.