Signing in and out of Smartsheet: direct, SSO, third-parties, and enterprise methods.
Starting your Smartsheet journey: Learning Center, progress tracking, and utilizing templates
Hover over an icon on the navigation bar to see what the icon means; select the icon to go there....
Using and creating Smartsheet templates for standardization and customization
Understanding Smartsheet's system requirements: browser compatibility, file size limits, and advanced features
Creating, editing, and removing hyperlinks in Smartsheet
Filters show or hide information in your sheet....
Create, use, and manage filters in Smartsheet
If you're an unlicensed user on your company's plan, you have limited access to Smartsheet's full capabilities....
Managing conditional formatting rules in Smartsheet: editing, cloning, enabling, disabling, and rearranging
Copying and pasting in Smartsheet: working with cells, rows, formulas, and hierarchies
Home recommends sheets, reports, and dashboards based on your Smartsheet activity....
Quickly find your way around Smartsheet with these navigation tips.
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)....
Editing cell and sheet content is easier than even with Smartsheet.
Before you move or copy a row to another sheet, make sure the destination sheet includes identical column names and types....
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
If you don't have the appropriate permission to the sheet, report or template, you won't be able to delete it....
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 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.
Users can insert or delete single or multiple rows to organize their data.
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
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....
The steps in this article assume that tasks are assigned in columns using a Contact List column type. Learn more about column types....
Images in the grid can be useful for many types of sheets, including team contact lists, manufacturer parts lists, and real estate lists....
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
Column management: Inser, Delete or Rename columns
Use the dropdown list columns to standardize the collection of key information:
Allow collaborators to select one or more values that apply to them
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Manage your data integrity by locking and unlocking 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....
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.
You can preview PDFs and images. To open or download other supported file types, select the filename....
Here's how to get started:
Workspace: At the top right corner of the Workspace, click the Attachments icon....
How you update an attachment depends on where the attachment came from:
File uploaded from a computer or mobile device: If the file is attached to t...
In the sheet or report, select the Attachments icon in the right panel....
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.
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 calen
Formatting
Maintain your organization's brand recognition by applying custom colors and uploading your logo to Smartsheet.
Create a version of your logo with the dimensions 300px by 52px. Make sure that your logo still looks clear when scaled down 50% (150px by 26px)....
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 the bars displayed horizontally in Gantt View and calendar view, and vertically on the left side of cards in card view....
You can apply a date format which will be interpreted in the same manner for everyone on your team, regardless of their Regional Preferen
You can also apply formats to date columns in your sheet (for example, long format with the day and month spelled out)....
Printing
If you want, you can print only selected rows from a sheet or report....
How you print from Smartsheet will depend on what you want to print....
If there is a filter applied, printing the entire sheet prints the filtered view.
Turn all filters off then apply the unnamed filter....
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....
How you print from Smartsheet will depend on what you want to print.
Print from card view
You can print the contents of a single card or row....
When you print a dashboard, your browser's print window will appear and provide print options....