Basics

Basics

Sign in or sign out of Smartsheet

Looking for the easiest path to log in to Smartsheet?...

Get Started with Smartsheet

If you’re not sure where to start as you get to know Smartsheet, you’ve come to the right place....

Access and Organize Your Work from the Left Panel

The left panel provides quick access to that important sheet, report, or dashboard when you need it....

Templates: Create Your Own or Use One from the Solution Center

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...

System Requirements and Guidelines for Using Smartsheet

Smartsheet is a 100% Software as a Service (SaaS) online application compatible with browsers running on PC, Mac, and Linux operating systems....

Print from Smartsheet

How you print from Smartsheet will depend on what you want to print....

Create a Hyperlink to a Sheet, Report, or Website

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....

Filter Basics

Filters show or hide information in your sheet....

Create a Filter to Show or Hide Data

With the appropriate permissions, you can create filters for your own use or to share with others. Need a quick overview? See Filter Basics....

Sheets and rows

Document Builder: Map Columns to Your Fillable PDF

Before you can generate documents, you first need to upload a fillable PDF and map your sheet columns to its fillable fields to create a mapping....

Document Builder: Generate Documents with Your Row Data

Use the document builder to rapidly generate custom versions of a fillable PDF using row data in your sheet....

Create or Rename a Sheet or Other Smartsheet Item

In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored....

Hierarchy: Indent or Outdent Rows

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)....

Add, Edit, or Clear Cell Content

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...

Move Rows, Columns, or Cells

After you set up a sheet, you may find that some of the information—cells, rows, or columns—needs to be moved or reorganized....

Copy a Sheet with Save As New

To create a copy of a sheet, use the the Save as New command....

Delete a Sheet or Restore a Deleted Sheet

Free up space and remove the clutter of Smartsheet items that you no longer use by deleting them....

Import Files to Create New Sheets

You can import an existing Microsoft Excel file, Microsoft Project project, Google Spreadsheet, or Atlassian Trello board to create a new sheet in Sma...

Export a Sheet or Report

Any sheet or report in Smartsheet can be exported....

Save and Refresh Sheet Data

It's a good best practice to save your changes frequently to keep from losing work....

Keep Sheets and Other Items Organized in a Folder

Folders allow you to organize Smartsheet items (sheets, reports, dashboards, and so on)....

Automatically Move or Copy Rows Between Sheets

With the Move row and Copy row actions, you can automatically move or copy a row to another sheet when conditions are met....

Find and Replace Values Within a Sheet

Use Find and Replace to search for specific values in a sheet and replace those values one at a time or all at once....

Insert or Delete Rows or Tasks

To insert a single row in a sheet, right-click on a row number and select Insert Row Above or Insert Row Below....

Auto-Number Rows

To generate an automatically incremented counter for each row that contains data, use an Auto-Number System column....

Create a Series of Numbers or Dates with Drag-Fill

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...

Sort Rows to Organize Your Data

To organize your data in ascending or descending order, use the Sort Row command....

Copy Rows to Another Sheet

Avoid having to manually duplicate your work by copying rows from one sheet to another....

Cell Links: Consolidate or Maintain Consistency of Data

Cell linking is useful when you want to consolidate information from multiple sheets....

Include a Picture or Other Image in Your Sheet

You can insert images directly into cells in your sheets....

Columns

Set Formulas for All Rows with Column Formulas

With column formulas, you can apply uniform calculations and expressions to all rows in the sheet....

Insert, Delete, or Rename Columns

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...

Maintain Consistency in Data Collection with Dropdown Columns

You can use the Single Select and Multi Select dropdown column types to standardize the collection of key information: Allow collaborators to sele...

Lock or Unlock Columns and Rows

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....

Control Data Entry and Allow Only Specific Values in a Column

When it comes to entering data, Smartsheet is flexible....

Use the Best Column Type for Your Data

Column types help you get better control over what data is allowed in columns—use specific types to ensure more consistent data entry....

Column Type Reference

Column types help you get better control over what data is allowed in columns—use specific types to ensure more consistent data entry....

Available Symbols in the Symbols Column

The Symbols column displays an image to convey a meaning....

Use a System Column to Automatically Add Information to a Row

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 ...

Work With the Primary Column: Overview and Best Practices

Every sheet has a primary column. This column is mandatory and cannot be deleted from a sheet....

Hide or Unhide Columns

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 or Unfreeze a Column

Freeze a column to keep it visible while the rest of the sheet scrolls left or right. This option is not available for rows....

Attachments

Attach Files Stored on Your Computer to a Sheet

You can attach almost any type of file to a sheet, row, or comment....

Access and Download Files Attached to a Sheet

Access files attached to work items in your sheet all in one place: the Attachments panel....

Attach a File or Link From an Online Resource

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 ...

Keep File Attachments Current

Over time, attachments added to Smartsheet may become out of date or may no longer be needed....

Delete a File Attachment From a Sheet

If a file attached to your sheet is no longer relevant to your work in Smartsheet, you can remove it....

Delete a File Attached to a Comment

A file attached to a comment can't be deleted from the Attachments panel....

Access and Download Files Attached to a Workspace

Share files relevant to multiple divisions of work by with all interested parties by attaching the files to a workspace....

Views

Grid, Gantt, Card, and Calendar Views

Views in Smartsheet allow you to see and work with your data in different ways.

Work with Calendar View

The Calendar View is a reflection of the dates contained in a sheet or report....

Use Card View to Visualize Your Project

With Card View, you and the people you work with can organize tasks, work items, or ideas into actionable groups to more easily take action on them....

Card View: Create, Edit, and Share Cards

In Card View, cards make up the work items or tasks in your project. Field values on the cards display information about the task....

Act on Work in Motion with Mobile Card View

Take advantage of the power of your Smartsheet data with a visual mobile Card View interface....

Formatting

Brand Smartsheet with Your Colors and Logo

Maintain your organization's brand recognition by applying custom colors and uploading your logo to Smartsheet....

Create a Quality Logo to Brand Your Smartsheet Items

Achieve the best results when creating a version of your logo for Smartsheet by making sure that your logo follows these guidelines....

Formatting Options

To apply formatting to numbers and text in your sheet, use the buttons on the toolbar at the top of the Smartsheet window....

Apply Formatting Automatically with Conditional Formatting Rules

Conditional formatting rules apply formatting automatically to rows or cells based on the values they contain....

Use or Override Automatic Formatting and Formula Autofill

Automatic formatting and formula autofill are related features that persist patterns of formatting or formulas when you add content to a sheet....

Change the Color of Task Bars

The sheet owner and shared collaborators with Editor or Admin access to a sheet can manually change the color the task bar....

Apply Standardized Date Formats in Your Sheet

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....

Specify Default Date and Number Formats With Regional Preferences

Smartsheet will display dates in the appropriate format for the Regional Preferences you've specified for your account....

Backup and Change Tracking

Highlight Changes Made to a Sheet

To quickly identify and review the changes that have been made to a sheet, use Highlight Changes....

Create a Backup Copy of Your Smartsheet Data

Smartsheet operates 100% in the cloud: the sheets you create are stored on Smartsheet servers....

Track the History of Changes with Activity Log

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...

View Changes Made to Smartsheet Items

To view changes that have been made to a Smartsheet item, you can look at cell history, include System columns, or use Activity Log....