Sharing and Collaboration

Sharing and Collaboration

Share Sheets, Reports, and Dashboards

Begin collaborating with others by sharing a Smartsheet item (sheet, report, or dashboard) or by confirming a sharing request from someone on your tea...

Share a Report as an Attachment in Email

One way to share Smartsheet information that you've collected into a report is to send it to people as an attachment to an email message....

Work With Multiple People on a Sheet at the Same Time

When multiple people are working on the same sheet, you'll always be aware....

Manually Send an Update Request

In situations where you need someone who isn’t shared to your sheet to update rows, or want someone to update a few rows without having to navigate to...

Remove Collaborators From Sharing All Sheets

The System Admin for a multi-user plan (Business or Enterprise) can remove a collaborator from sharing all sheets owned by all licensed users on the a...

Share Sheet Information in Email

To send information from sheets or reports to people via email, you have a few choices....

Share a Smartsheet Attachment Through Email

Anyone with access to a sheet or workspace can send its associated file attachments to others through email....

Publish a Sheet, Report, or Dashboard

Publishing a sheet, report, or dashboard generates a unique URL that anyone can access without logging in to Smartsheet and iframe code that you can e...

Sharing, Permissions, and User Types

Sharing Permission Levels

When you share a sheet with someone, you can specify the sharing permission level with Viewer, Editor, or Admin level access to it....

Information for Free Collaborators

Have you been shared to a sheet in Smartsheet for the first time? Collaborating with others in Smartsheet is free, easy, and secure....

Change Ownership of a Sheet, Report, or Dashboard

If you need to transfer ownership of sheets, reports, or dashboards between people, you can do so for a single Smartsheet item or as a bulk transfer....

Account-Level User Types for Multi-User Plans

Your user type designates what you can and can't do with your Smartsheet account....

Forms

Conditional Logic FAQs and Best Practices

Here are some tips for using conditional logic in Smartsheet forms....

FAQ - Conditional Logic Preview for Basic, Advanced, and Team Plans

For a limited time, people using the following discontinued plan types will have access to conditional logic on Smartsheet forms: Basic, Advanced, and...

Collect Information with a Form

Create and share forms to gather and organize information within Smartsheet....

Manage and Distribute a Form

Once a form is created, you'll manage it from the Form Manager....

Manage Form Display and Submission Options

To manage form display, security, and submission options, open the form in the form builder and click Settings at the top of the builder....

Add Additional Elements to a Form

The Sheet Owner and Sheet Admins can create and edit forms. Anyone with access to the form can submit an entry on the form. All plans....

Edit or Remove Fields in a Form

The Sheet Owner and Sheet Admins can create and edit forms. Anyone with access to the form can submit an entry on the form. All plans....

Use Conditional Logic to Streamline Form Submissions

With conditional logic in forms, you can ensure that people using the form will only answer the questions that are relevant to their submission by sho...

Use a URL Query String to Specify Different Default Values for a Form

When you create a form in Smartsheet, one way you can distribute that form is with a URL....

Error When Accessing Form: "This form has been deleted"

In some situations, when you attempt to access a Smartsheet form, you may receive the following error message: This form has been deleted You'll ...

Workspaces

Workspaces Overview

A workspace is helpful when you need to share a number of items with the same group of people....

Create or Delete a Workspace

To share multiple Smartsheet items at the same time, use a workspace....

Share a Workspace

When you share a workspace, you give the person you share with access to all the items the workspace contains.That person will be able to access the w...

Manage Items in a Workspace

Once a workspace is created, its owner or anyone with Admin-level sharing permissions to it can create new items in the workspace, move items in or ou...

Transfer Ownership of a Workspace

When there is a transition of responsibilities in your organization, you may need to transfer or take ownership of a workspace....

Copy a Folder or Workspace

You can create a copy of any folder or workspace accessible to you....

Apply Colors and Logo Branding to a Workspace

When you create a workspace, it will inherit the color settings and logo (details on these in the Color and Logo article) in your organization at the ...

Issue: Unable to Move Item to or from Workspace

In some cases, you may be unable to move an item into or out of a workspace....

Proofing

Respond to a Proofing Request

When you receive a proofing review request, it will include a link that takes you to a review page in a new browser tab....

Use Proofing to Collaborate on Content

With Smartsheet proofs, you and your team can quickly review and approve a variety of content....

Contacts and Contact Groups

Manage and Use Smartsheet Contact Groups

Group Management enables a Group Admin to organize contacts into groups so that anyone using a multi-user Smartsheet plan can quickly share and send i...

Manage Contacts in the My Smartsheet Contacts List

You'll use contacts in Smartsheet to facilitate faster collaboration....

Conversations

Have Conversations in the Context of Your Work

With conversations you can track work and have discussions about that work in one place....

Switch Between Row-level and Sheet-level Conversations

With tabs in the conversation panel, you can see all conversations or filter the view to conversations at the sheet level or selected row....

Have Targeted Conversations With Comments

Place a comment in a workspace, on a sheet, or on a specific row in a sheet to foster conversation with resources and stakeholders....

Tag Someone With the @ Sign

To quickly add someone to a conversation, you can @mention them—type @ (for example, @sally.smart@smartsheet.com) in the comment to tag that person....