Looking for the easiest path to log in to Smartsheet?...
If you’re not sure where to start as you get to know Smartsheet, you’ve come to the right place....
The left panel provides quick access to that important sheet, report, or dashboard when you need it....
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...
Smartsheet is a 100% Software as a Service (SaaS) online application compatible with browsers running on PC, Mac, and Linux operating systems....
How you print from Smartsheet will depend on what you want to print....
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....
Filters show or hide information in your sheet....
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
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....
Use the document builder to rapidly generate custom versions of a fillable PDF using row data in your sheet....
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)....
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...
After you set up a sheet, you may find that some of the information—cells, rows, or columns—needs to be moved or reorganized....
To create a copy of a sheet, use the the Save as New command....
Free up space and remove the clutter of Smartsheet items that you no longer use by deleting them....
You can import an existing Microsoft Excel file, Microsoft Project project, Google Spreadsheet, or Atlassian Trello board to create a new sheet in Sma...
Any sheet or report in Smartsheet can be exported....
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 row and Copy row 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....
To insert a single row in a sheet, right-click on a row number and select Insert Row Above or Insert Row Below....
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 evenly space...
To organize your data in ascending or descending order, use the Sort Row command....
Avoid having to manually duplicate your work by copying rows from one sheet to another....
Cell linking is useful when you want to consolidate information from multiple sheets....
You can insert images directly into cells in your sheets....
Columns
With column formulas, you can apply uniform calculations and expressions to all rows in the sheet....
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...
You can use the Single Select and Multi Select dropdown column types to standardize the collection of key information:
Allow collaborators to sele...
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....
When it comes to entering data, Smartsheet is flexible....
Column types help you get better control over what data is allowed in columns—use specific types to ensure more consistent data entry....
Column types help you get better control over what data is allowed in columns—use specific types to ensure more consistent data entry....
The Symbols column displays an image to convey a meaning....
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
...
Every sheet has a primary column. This column is mandatory and cannot be deleted from a sheet....
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 a column to keep it visible while the rest of the sheet scrolls left or right.
This option is not available for rows....
Attachments
You can attach almost any type of file to a sheet, row, or comment....
Access files attached to work items in your sheet all in one place: the Attachments panel....
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 ...
Over time, attachments added to Smartsheet may become out of date or may no longer be needed....
If a file attached to your sheet is no longer relevant to your work in Smartsheet, you can remove it....
A file attached to a comment can't be deleted from the Attachments panel....
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 and the people you work with can organize tasks, work items, or ideas into actionable groups to more easily take action on them....
In Card View, cards make up the work items or tasks in your project. Field values on the cards display information about the task....
Take advantage of the power of your Smartsheet data with a visual mobile Card View interface....
Formatting
Maintain your organization's brand recognition by applying custom colors and uploading your logo to Smartsheet....
Achieve the best results when creating a version of your logo for Smartsheet by making sure that your logo follows these guidelines....
To apply formatting to numbers and text in your sheet, use the buttons on the toolbar at the top of the Smartsheet window....
Conditional formatting rules apply formatting automatically to 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 sheet....
The sheet owner and shared collaborators with Editor or Admin access to a sheet can manually change the color the task bar....
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....
Smartsheet will display dates in the appropriate format for the Regional Preferences you've specified for your account....
Backup and Change Tracking
To quickly identify and review the changes that have been made to a sheet, use Highlight Changes....
Smartsheet operates 100% in the cloud: the sheets you create are stored on Smartsheet servers....
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...
To view changes that have been made to a Smartsheet item, you can look at cell history, include System columns, or use Activity Log....