Sheets and rows
In Smartsheet, most solutions begin with a sheet, which is the primary location for storing information.
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....
If there is a filter applied, printing the entire sheet prints the filtered view....
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....
Learn how to move and organize your cells, rows, and columns.
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, the new copy saves the original sheet's columns and conditional formatting
Delete Smartsheet items you no longer use to free up space and remove clutter.
Learn how to import data from files to sheets and reports.
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....
Use filters to see the tasks assigned to you or other users in sheets or reports.
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 enhance your information visually, 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
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....
Open the sheet and select Highlight Changes
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on the toolbar....
The activity log shows you a user's activity in a sheet or who last viewed a dashboard.
Right-click a cell and select View Cell History to see a log of changes made on the cell level, who made the changes, and when they were ma...
Home includes multiple ways to begin your work in Smartsheet effectively: A large Search bar to quickly search for any itemsA Start a new program, pro...
Creating, editing, and removing hyperlinks in Smartsheet
Use filters to show rows matching criteria.
Create, use, and manage filters in Smartsheet
Whenever you apply a filter, whether saved or temporary, the filter icon appears in the column header to denote which columns are used to filter the s...
Over the next several months, the Sheets folder will gradually be removed from some existing functionalities. Find ways to prepare for the chang...
The Archive Sheet is essential for effective data management and storage....
What Is a Project Intake Process?...
Answer ad hoc questions and visualize your progress in seconds.
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.
On the left navigation bar, select Browse. Scroll to the bottom of the Browse panel and then select Deleted Items....
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....
You can scale the size of sheets using the zoom feature on your 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.
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....
Understanding and optimizing the mandatory primary column in your Smartsheet grid
Managing your column views
Column management: Freeze or Unfreeze columns
Learn how to troubleshoot some of the most common issues that come up while using column links.
Modify your column links by mapping new columns or editing and removing your existing mappings.
Create data references across sheets using column links.
Column links, a type of data link, simplify cross-sheet data referencing by allowing you to pull data from specific columns i
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....
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.
Table view is a modern grid experience that makes managing work fast, easy, and collaborative....
Table view is newly released and continues to evolve. We're actively improving it, so stay tuned for updates and enhancements....
Table view is newly released and continues to evolve. We're actively improving it, so stay tuned for updates and enhancements ....
All customers have access to table view, but large-scale sheets (greater than 500,000 cells or 20,000 rows) are available to Enterprise plans only....
Board view allows users to track projects, manage tasks, and prioritize work on a visual board.
For details about specific actions you can take in board view, see the following table. ActionOwnerAdminEditorViewerChange the order of lanes&nb...
Board view is available in any sheet that includes at least one: Dropdown list (single-select)Contact list (single-select)Symbol columnAccess board vi...
Edit card field valuesCard details panelOpen the card details panel to view all fields on the sheet....
Timeline view displays date-based work on a horizontal timeline....
Access timeline viewIn any sheet, navigate to the view switcher in the top toolbar and select Timeline....
Edit item detailsOpen the item details panel by: Select the item options menu
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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 shari...
What you can do in the card view depends on your sharing permission level in the sheet....
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.
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