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....
Basics
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....
Copy a Sheet with Save As New
To create a copy of a sheet, use the the Save as New command....
Save and Refresh Sheet Data
It's a good best practice to save your changes frequently to keep from losing work....
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....
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....
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...
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....
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....
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...
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....
View Changes Made to Smartsheet Items
You can view changes that have made to a Smartsheet item in two ways:
Cell History—Right-click a cell and select View Cell History to see a log of...
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...
Print from Smartsheet
How you print from Smartsheet will depend on what you want to print....
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....
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...
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....
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....
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
The sheet owner and shared collaborators with Editor or Admin access to the sheet can freeze a column to keep it visible while the rest of the sheet s...
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....
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)....
Auto-Number Rows
To generate an automatically incremented counter for each row that contains data, use an Auto-Number System column....
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....
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....
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....
Add, Edit, and 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...
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....
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....
Filter Basics
Filters show or hide information in your sheet....