Data retention is a governance control that allows a System Admin to govern what data is kept and to purge data that meets the criteria of the data retention policy.
To learn more about data retention, check out the information below.
For more information about plan types and included capabilities, see the Smartsheet Plans page.
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Governance controls allow System Admins to customize their organization’s compliance and data governance requirements. These powerful controls provide expanded governance capabilities that make it easier for System Admins to set and enforce policy restrictions. The policy templates are easy to use, with step-by-step guidance.
Data retention is a governance control that allows a System Admin to govern what data is kept and to purge data that meets the criteria of the data retention policy.
To learn more about data retention, check out the information below.
For more information about plan types and included capabilities, see the Smartsheet Plans page.
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Use the Governance Data Policy Control to set your data retention policy, governing what data to keep and what data to purge.
You can only create one policy, but you can assign as many inclusion groups to that policy. The policy conditions as of now only support sheets and their attachments. The policy can apply to sheets older than a specified created on or last edited date.
Once you configure and activate your data retention policy, it runs in the background to ensure any data retained meets your compliance requirements.
If the scan discovers sheets and/or attachments don't comply with your policy, sheet owners are notified their data is not compliant and will be deleted if they don't take action. If they fail to take action to bring their items into compliance, the items are deleted. They’ll receive an additional notification informing them of the deletion when it's complete.
You can enable or disable your policy at any time from Governance Controls.
When you update the policy, the scan runs as scheduled in the update. Any change to the policy restarts the time frame and adds (or removes) any included groups.
You can edit or disable your data retention policy, but you can't delete it.
Owners can recover sheets if they do so before the policy permanently deletes the item.
You have two ways to recover an item deleted by the data retention policy: