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...
You have different sharing options:
If you need to provide the recipients with a read-only version of the data, send one or more rows via email....
The link in the email will expire after 30 days or after it's been clicked 100 times....
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
There are five permission levels in Smartsheet....
Have you been shared to a sheet in Smartsheet for the first time? Collaborating with others in Smartsheet is free, easy, and secure....
Before making someone an owner, share the sheet, report, or dashboard with them....
User types designate what you can and can't do with your Smartsheet account.
Add collaborators to a sheet or report. The collaborators you share the file with may be inside or outside your organization....
Paying, licensed users can manage work (create, build, orchestrate, control, automate) and non-paid, free users can collaborate (view, edit where appl...
In some cases, you may attempt to open an item and see a message similar to the following: The item isn't currently available - it may have been delet...
In the top right corner of the item, click Share.
If you don't see the Share button, click the down arrow icon in the upper-right of the Smartsheet w...
Set a default view, for example, for newly shared collaborators to open a sheet directly to Card View with a filter applied to show only high priority...
Here's how you can give someone access to an item that's located in a workspace:
Open the workspace where the item you want to share is located....
People with Owner, Admin, and Editor - Can Share permissions have the ability to share Smartsheet items....
You can transfer all sheets, reports, and dashboards owned by a licensed user....
To request access to a sheet, you should:
Browse to the item.
Right-click the item and select Make me the owner......
Forms
With form validation, you can add real-time validation to your forms in the form builder to help you gather consistent, error-free data.
Create and share forms to gather and organize information within Smartsheet, for example, to collect survey responses, intake project req
Customize your forms in Smartsheet by changing the form layout, show or hide Smartsheet branding, and add security settings.
Once a form is created, you will 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 subm
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 ...
If the field exists on your sheet, select the field in the left panel. Or drag and drop it into the exact location you want....
To start editing form fields, go to the form builder.
Select Form > Manage Forms.
Open the form you need to customize....
Smartsheet forms streamline how your team collects and acts on key data for a variety of different projects....
When someone accesses a form with a custom link, information from the URL pre-populates fields in the form....
Use Smartsheet forms to improve the way you collect and act on data.
All plans have access to offline forms. On Enterprise plans, a Smartsheet System Admin can deactivate the feature in Admin Center....
Individuals can make each form available for offline use in the app on their device while they're online....
You can add custom colors, a background, and your logo to the forms you build in Smartsheet....
Workspaces
To share multiple Smartsheet items at the same time, use a workspace....
Workspace Sharing: Enhancing Collaboration by Managing Access and Permission Levels
Managing Workspace content: Creation, Movement, and Deletion of items for optimized collaboration
Transferring Ownership of Workspaces: A Guide to Smooth Transition of Responsibilities in Smartsheet
Streamlining Projects: Simplified Guide to Copying Folders and Workspaces in Smartsheet
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 ...
Here are some reasons why you may be unable to move the items:
You don't have the correct permissions....
Proofing
With Smartsheet proofs, you and your team can quickly review and approve a variety of content.
Hover over the row in your sheet or report where you want to add the proof.
In the Proofs column, select Add a Proof....
When you receive a proofing review request, it will include a link that takes you to a review page in a new browser tab....
You can invite anyone with a valid email address to review your proof, including unlicensed users or people outside of your organization....
On the right feature bar, select Proofs.
At the top of the Proofs pane, select More > Create Proof Info Column....
With Smartsheet proofs, you and your team can quickly review and approve a variety of content.
Contacts and Contact Groups
You'll use contacts in Smartsheet for faster collaboration.
Conversations
In the Conversation panel, check all conversations. Or filter the view to conversations at the sheet level or selected row....
Conversations is a feature you can use to leave comments in a sheet, a specific row in a sheet, or a workspace....
Tag a person in the comment to add them to the conversation....
Sometimes, you'll see one of these errors when you reply to an email message generated by the @mention....
To provide more context to a comment, you can include an attachment with it.
Select Attachments ....
In the Conversations panel of a sheet or report, the comment menu will present additional actions you can perform based on whether:
You own the comm...
Once you’re in the Conversations panel in a sheet or report, or Comments section in a workspace, you can do the following tasks:
Add a comment
Repl...