There are several ways to sign into Smartsheet....
If you’re not sure where to start as you get to know Smartsheet, you’ve come to the right place....
The left Navigation Bar (Nav Bar) provides quick access to that important sheet, report, or dashboard when you need it....
Starting a project from a template can save you time and help you maintain consistency across standard elements such as column names, column types, an...
Smartsheet is a 100% Software as a Service (SaaS) online application compatible with browsers running on PC, Mac, and Linux operating systems....
Create a hyperlink in a cell to give people working on a sheet a quick navigation point to a relevant website or to another related Smartsheet item....
Filters show or hide information in your sheet....
With the appropriate permissions, you can create filters for your own use or to share with others. Need a quick overview? See Filter Basics....
If you're an unlicensed user on your company's plan, you have limited access to Smartsheet's full capabilities....
You can edit your conditional formatting rules, clone them, turn them on or off, or delete them entirely....
Copy and paste can help you move data from one sheet to another. Here are some different ways to copy and paste data....
This article contains frequently asked questions (FAQs) about the Commenter permission level in Smartsheet....
Stay up to date on recent requests and recommended Smartsheet items on your personalized homepage.
From Home, you can:
Access suggested items....
Smartsheet is designed to help you find the information you're looking for, quickly. Use this guide to help you find your way around the interface....
Sheets and rows
In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored....
You can create a hierarchy on your sheet by indenting rows. When you indent a row, it becomes a child of the row above it (the parent row)....
The sheet owner, and collaborators with Admin or Editor access to the sheet, can add, edit, and clear cell content to control the data displayed in i...
After you set up a sheet, you may find that some of the information—cells, rows, or columns—needs to be moved or reorganized....
To create a copy of a sheet, use the Save as New command....
Free up space and remove the clutter of Smartsheet items that you no longer use by deleting them....
You can import an existing Microsoft Excel file, Microsoft Project project, Google Spreadsheet, or Atlassian Trello board to create a new sheet in Sma...
In the Smartsheet app, you can export any sheet or report to the following formats:
Microsoft Excel
Image (PNG) (Gantt Chart Only)
Google Sheets
...
It's a good best practice to save your changes frequently to keep from losing work....
Folders allow you to organize Smartsheet items (sheets, reports, dashboards, and so on)....
With the Move rows and Copy rows actions, you can automatically move or copy a row to another sheet when conditions are met....
Use Find and Replace to search for specific values in a sheet and replace those values one at a time or all at once....
To insert a single row in a sheet, right-click on a row number and select Insert Row Above or Insert Row Below....
To generate an automatically incremented counter for each row that contains data, use an Auto-Number System column....
You can quickly fill a range of cells with a series of numbers, dates, or a text string ending in numbers, that’s either sequential or an evenly space...
To organize your data in ascending or descending order, use the Sort Row command....
Avoid manually duplicating your work by copying rows from one sheet to another....
Typically, when you link a cell, you'll see an indicator on the right edge of the cell....
To quickly find all tasks that are assigned to you or to someone else, do either of the following:
To view tasks from one sheet only, use a filter....
You can insert images directly into cells in your sheets....
In Smartsheet, you can use the Contact List column type to assign tasks to team members....
Work Insights automatically analyzes and visualizes your sheet's current and historical data....
Columns
A sheet can contain up to 400 columns, 20,000 rows, or 500,000 cells (whichever limit is reached first)....
Use the dropdown list columns to standardize the collection of key information:
Allow collaborators to select one or more values that apply to them
...
If you want to protect key data from being changed or deleted by others who are shared to your sheet, you can lock columns and rows....
Even when a column property is set, you can still type text or a new value into a cell. For example, you have a checkbox column in your sheet....
Column types help you control what data is allowed in columns—use specific types to ensure more consistent data entry....
In a sheet, you can use different column types to ensure more consistent data entry....
The Symbols column displays an image to convey a meaning....
Every sheet has a primary column. This column is mandatory and cannot be deleted from a sheet....
The sheet owner and licensed collaborators with Admin access to the sheet can hide a column to remove it from view while still keeping its content ava...
Freeze a column to keep it visible while the rest of the sheet scrolls left or right.
You cannot freeze rows....
You can add a column to your sheet and display the latest comment in that column....
With column formulas, you can apply uniform calculations and expressions to all rows in the sheet....
Attachments
You can attach almost any file from your computer to a sheet, row, or comment.
Read on to learn how to do this....
Access files attached to work items in your sheet all in one place: the Attachments panel....
To keep track of files that are stored in another online resource (for example, Google Drive or OneDrive) and relate those files to items that you're ...
Over time, attachments added to Smartsheet may become out of date or may no longer be needed....
If a file attached to your sheet is no longer relevant to your work in Smartsheet, you can remove it....
You can't delete a file attached to a comment from the Attachments panel; Delete File will be grayed out....
Share files relevant to multiple divisions of work by with all interested parties by attaching the files to a workspace....
Views
Views in Smartsheet allow you to see and work with your data in different ways.
The Calendar View is a reflection of the dates contained in a sheet or report....
With card view, you can organize tasks, work items, or ideas into actionable groups....
In Card View, cards make up the work items or tasks in your project. Field values on the cards display information about the task....
Take advantage of the power of your Smartsheet data with a visual mobile Card View interface....
What you can do in card view depends on the sharing permission level you have in the sheet....
To view your Smartsheet tasks in a non-Smartsheet calendar, you can publish a sheet from Calendar View and subscribe to it from any calendar that supp...
Formatting
Maintain your organization's brand recognition by applying custom colors and uploading your logo to Smartsheet....
Achieve the best results when creating a version of your logo for Smartsheet by making sure that your logo follows these guidelines....
To apply formatting to numbers and text in your sheet, use the buttons on the toolbar at the top of the Smartsheet window....
Use conditional formatting to change the appearance of rows or cells based on the values they contain....
Automatic formatting and formula autofill are related features that persist patterns of formatting or formulas when you add content to a sheet....
Task bars are the bars displayed horizontally in Gantt View and calendar view, and vertically on the left side of cards in card view....
Depending on locale, you might read a numerically formatted date in a different order from colleagues—for example: MM/DD/YY versus DD/MM/YY....
Smartsheet will display dates in the appropriate format for the Regional Preferences you've specified for your account....
Printing
Smartsheet prints to a PDF by default. You can also export your data to other programs. To learn more see Export a sheet or report....
How you print from Smartsheet will depend on what you want to print....
When you print a PDF, you can choose between two options:
Entire Sheet prints all rows. Learn how to print an entire sheet or report....
To print selected from a sheet or report, you must first select the rows, and then go to the print menu....
These are some common issues when you print from Smartsheet; here are best practices that will make printing easier....
When you print a dashboard, your browser's print window will appear and provide print options....
How you print from Smartsheet will depend on what you want to print....