Stay up to date on recent requests and recommended Smartsheet items on your personalized homepage....
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....
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....
There are several ways to log in to Smartsheet....
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....
Printing
These are some common issues when you print from Smartsheet; here are best practices that will make printing easier....
How you print from Smartsheet will depend on what you want to print....
To print selected from a sheet or report, you must first select the rows, and then go to the print menu....
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....
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....
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....
Sheets and rows
Work Insights automatically analyzes and visualizes the current and historical data in your sheet....
When you share a sheet with someone, you can specify the sharing permission level with Viewer, Commenter, Editor, or Admin level access to it....
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...
In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored....
To create a copy of a sheet, use the the Save as New command....
Folders allow you to organize Smartsheet items (sheets, reports, dashboards, and so on)....
It's a good best practice to save your changes frequently to keep from losing work....
With the Move row and Copy row actions, you can automatically move or copy a row to another sheet when conditions are met....
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...
After you set up a sheet, you may find that some of the information—cells, rows, or columns—needs to be moved or reorganized....
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....
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)....
To generate an automatically incremented counter for each row that contains data, use an Auto-Number System column....
To organize your data in ascending or descending order, use the Sort Row command....
Avoid having to manually duplicate your work by copying rows from one sheet to another....
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...
Cell linking is useful when you want to consolidate information from multiple sheets....
You can insert images directly into cells in your sheets....
Columns
With column formulas, you can apply uniform calculations and expressions to all rows in the sheet....
You can use the Single Select and Multi Select dropdown column types to standardize the collection of key information:
Allow collaborators to sele...
When it comes to entering data, Smartsheet is flexible....
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....
The sheet owner and licensed collaborators with Owner or Admin access to the sheet, can do the following with columns:
Insert a new column
Rename...
Column types help you get better control over what data is allowed in columns—use specific types to ensure more consistent data entry....
Column types help you get better control over what data is allowed in columns—use specific types to ensure more consistent data entry....
The Symbols column displays an image to convey a meaning....
Use a System column to quickly see:
Who created a row
Who last modified a row
The time the row was created
The last time the row was modified
...
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....
Formatting
To apply formatting to numbers and text in your sheet, use the buttons on the toolbar at the top of the Smartsheet window....
Conditional formatting rules apply formatting automatically to 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....
The sheet owner and shared collaborators with Editor or Admin access to a sheet can manually change the color the task bar....
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....
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....
Backup and Change Tracking
To quickly identify and review the changes that have been made to a sheet, use Highlight Changes....
Smartsheet operates 100% in the cloud, so the sheets you create are stored on Smartsheet servers....
With Activity Log, you can quickly see who did what in a sheet or who last viewed a dashboard—that is, you can get an audit trail of the edits and del...
To view changes that have been made to a Smartsheet item, you can look at cell history, include System columns, or use Activity Log....
Attachments
You can't delete a file attached to a comment from the Attachments panel; Delete File will be grayed out....
You can attach almost any type of file to a sheet, row, or comment....
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....
Share files relevant to multiple divisions of work by with all interested parties by attaching the files to a workspace....
If a file attached to your sheet is no longer relevant to your work in Smartsheet, you can remove it....
Views
Take advantage of the power of your Smartsheet data with a visual mobile Card View interface....
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....