Follow these steps to set a backup.
There are a few different ways to back up your data in Smartsheet. Review the options in this section.
About Smartsheet data backups
Backups include sheet data, comments, and attachments.
Backups do not include reports, dashboards, formulas, workflows, cross-sheet references, formatting information or custom configurations. Workspace backups include sheet data from the workspace, not the structure of the workspace. Backups keep your data secure, however, restoring your solution will require rebuilding each Smartsheet asset.
If you want a backup copy of your data and you're on a Business or Enterprise plan, you can:
- Request a one-time or weekly recurring backup.
-or- - Request a sheet snapshot from a specific point in time from the sheet's Activity Log.
Any plan type can:
- Manually export one or more sheets or reports.
Tips for managing backup data
- Schedule recurring weekly backups. (Business and Enterprise only)
- Set yourself a reminder to export your data at the start or end of every workday.
- Check with your IT department to find out what backup processes they already have in place.
- Use File > Save as new to copy your dashboards. That way, you will have a local version with all the widgets and formulas in place, just in case.