Sheets and rows
In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored.
If you want, you can print only selected rows from a sheet or report....
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)....
If there is a filter applied, printing the entire sheet prints the filtered view. Turn all filters off then apply the unnamed filter....
Editing cell and sheet content is easier than even with Smartsheet.
Smartsheet prints to a PDF by default. If you don’t want a PDF, you can export your data instead. Learn how to export a sheet or report....
Before you move or copy a row to another sheet, make sure the destination sheet includes identical column names and types....
How you print from Smartsheet will depend on what you want to print. Print from card viewYou can print the contents of a single card or row....
When you copy a sheet with save as new, columns and conditional formatting rules from the original sheet will always be saved to the new
Select File > Delete. Browse to the item you want to remove. Right-click the item, then select Delete....
Understanding sheets or reports imports to Smartsheet
Understanding sheets or reports exports from Smartsheet
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 more).
To create a new copy row value workflow: Go to Automation > Create workflow from template......
Use Find and Replace to search for specific values in a sheet and replace those values one at a time or all at once.
Users can insert or delete single or multiple rows to organize their data.
Use an auto-number system column to generate an automatically incremented counter for each row that contains data.
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
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.
You can only link cells that contain data, or previously contained data, to a destination sheet....
Filters can show you all tasks assigned to you or someone else on a single sheet, and reports can show you tasks across multiple sheets.
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.
Formatting data in Smartsheet allows you to visually enhance your information, making it easier to interpret and analyze.
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
Task bars are colored bars that help show time duration, mark milestones, and distinguish work items....
You can apply a date format which will be interpreted in the same manner for everyone on your team, regardless of their Regional Preferen
Using Regional Preferences, you can specify the dates and number formats for your account....
Creating, editing, and removing hyperlinks in Smartsheet
You must be the sheet Editor or higher to name and save a filter. You must be the sheet Owner or Admin to share a filter....
Create, use, and manage filters in Smartsheet
A burndown chart allows teams to see their effort over time.
Managing conditional formatting rules in Smartsheet: editing, cloning, enabling, disabling, and rearranging
Copying and pasting in Smartsheet: working with cells, rows, formulas, and hierarchies
Work Insights automatically analyzes and visualizes your sheet's current and historical data.
Your data might be hidden instead of missing. Select the Filter button to turn the filters off....
This behavior most commonly occurs in the following situations: The sheet is approaching Smartsheet size limits....
Use keyboard shortcut keys in Smartsheet.
There are different ways to copy and paste information in Smartsheet or between Smartsheet and other programs....
A zoom level below 90% is not currently supported in any browser....
Smartsheet doesn't currently offer a native spell check feature....
View your assigned tasks by creating filters or reports.
Columns
Column management: Insert, delete, or rename columns
Use the dropdown list columns to standardize the collection of key information: Allow your collaborators to select one or more values that apply to th...
Manage your data integrity by locking and unlocking columns and rows
Add restrictions to your data entries in columns.
Adjusting column attributes for enhanced data management
Configurable and Default columns, learn about Column type references
You cannot add your own custom symbols to the column. You can use formulas in a Symbols column. To do this, use the text values of the symbols....
Understanding and optimizing the mandatory primary column in your Smartsheet grid
Managing your column views
Column management: Freeze or Unfreeze columns
Column management: adding a Latest comment column
Implementing calculations across your sheet with column formulas
Attachments
You can attach almost any file from your computer to a sheet, row, or comment.
Sheet Owners, Admins, and Editors can add, version, or delete attachments. Anyone with access to the sheet can view and download attachments....
Relate files stored in another online resource (Google Drive or OneDrive) to items that you're tracking in Smartsheet with the At
Owners, Admins, and Editors on a sheet can add, version, or delete attachments. Anyone with access to the sheet can view and download attachments....
When you delete a file from a sheet or report, its removal is permanent — the action cannot be undone....
You can remove a file attached to a comment by deleting it from the comment itself or the comment altogether.
Owners, Admins, and Editors of a workspace can add, version, or delete attachments....
Views
Views in Smartsheet allow you to see and work with your data in different ways.
With timeline view, you can easily see what’s happening now and what’s coming next, helping your team and stakeholders stay focused and aligned on com...
Board view has an all-new, modern look and feel and includes key new functionality to make working on a board faster, easier, and more collaborative t...
For details about specific actions you can take in board view, see the following table....
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.
To use Card View, you must have a Dropdown, Symbol, or Contact List column on your sheet....
What you can do in the card view depends on your sharing permission level in the sheet....
The Calendar View is a reflection of the dates contained in a sheet or report.
To view your Smartsheet tasks in a non-Smartsheet calendar, you can publish a sheet from Calendar View and subscribe to it from any calen