Begin collaborating with others by sharing a Smartsheet item (sheet, report, or dashboard) or by confirming a sharing request from someone on your tea...
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....
When multiple people are working on the same sheet, you'll always be aware....
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...
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...
To send information from sheets or reports to people via email, you have a few choices....
Anyone with access to a sheet or workspace can send its associated file attachments to others through email....
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
When you share a sheet with someone, you can specify the sharing permission level with Viewer, Editor, or Admin level access to it....
Have you been shared to a sheet in Smartsheet for the first time? Collaborating with others in Smartsheet is free, easy, and secure....
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....
Your user type designates what you can and can't do with your Smartsheet account....
Forms
Create and share forms to gather and organize information within Smartsheet....
To manage form display, security, and submission options, open the form in the form builder and click Settings at the top of the builder....
Once a form is created, you'll manage it from the Form Manager....
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...
Here are some tips for using conditional logic in Smartsheet forms....
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 ...
To add an existing form field back to the form, click on the field in the left panel to add the field to the bottom of your form, or drag and drop it ...
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....
Maximize the performance of your forms with best practices and recommendations for scaling up your Smartsheet solutions....
When you create a form in Smartsheet, one way you can distribute that form is with a URL....
Workspaces
A workspace is helpful when you need to share a number of items with the same group of people....
To share multiple Smartsheet items at the same time, use 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...
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...
When there is a transition of responsibilities in your organization, you may need to transfer or take ownership of a workspace and all items within it...
You can create a copy of any folder or workspace accessible to you....
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 ...
In some cases, you may be unable to move an item into or out of a workspace....
Proofing
When you receive a proofing review request, it will include a link that takes you to a review page in a new browser tab....
With Smartsheet proofs, you and your team can quickly review and approve a variety of content....
Contacts and 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...
You'll use contacts in Smartsheet to facilitate faster collaboration....
Conversations
With conversations you can track work and have discussions about that work in one place....
With tabs in the conversation panel, you can see all conversations or filter the view to conversations at the sheet level or selected row....
Place a comment in a workspace, on a sheet, or on a specific row in a sheet to foster conversation with resources and stakeholders....
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....