To create a new sheet:
- Select the plus icon on the left Navigation Bar to create a solution.
- Choose the Grid option.
Your sheet is now in a new workspace.
To learn more about Smartsheet Regions, click here.
Plans:
Permissions:
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
When you start a project, you have three options.
Who can use this?
Plans:
Permissions:
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
You can import data from the following applications into a new sheet:
For information on automating data imports, see Create an upload workflow in Data Shuttle.
Each import creates a new sheet. To bring application data into an existing sheet, copy and paste it.
For successful import, files must meet the following criteria:
Formulas aren't preserved. Due to formula syntax differences between Excel and Smartsheet, imported Excel formulas might not function in Smartsheet.
To work around this, store the source sheet formulas as text by removing the equal sign before the formula and then save the sheet. Once in Smartsheet, you can add the equal sign back and modify the syntax to make the formula work.
Alternatively, in the top navigation bar within a sheet or report, you can select File > Import to access the import options.
Your new sheet populated with the imported data appears on Browse in the left panel.
You may need to manually adjust the sheet after it's imported to make it look and function as you want.
Some source items, particularly unsupported items, are excluded from import and may require adjustment.
Microsoft Project has some features, such as constraints, that aren't supported in Smartsheet and may cause rows to be out of order when importing .mpp files. To resolve this, save the .mpp file as .xml and import the new .xml copy. If the issue persists, contact our support team.
Only an Excel workbook's first (left-most) worksheet tab gets imported. Look at the bottom of your Excel workbook to see if you have multiple tabs.
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Follow these steps to import data from multiple tabs:
In Smartsheet, organize all the new sheets into a folder or workspace.
You can import 5,000 cards or 50 lists from an Atlassian Trello board into a new sheet. If your cards include cover images, note that there’s a cumulative 10 MB limit for importing these image files.
Select the board you want to import and select OK to create a new sheet with the imported data. By default, the sheet displays in Card View.
The import creates the following columns (seen in Grid View):
Additional columns and information on the cards will be included depending on what was included in your Trello Board.
Archived cards will not be imported from Trello.
Your sheet is now in a new workspace.
Your project sheet is now in a new workspace.