Manage Form Display and Submission Options
Who can use this capability?
The Sheet Owner and Sheet Admins can create and edit forms....
Sharing and Collaboration
Add Additional Elements to a Form
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....
Edit or Remove Fields in a Form
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....
Manage and Distribute a Form
Who can use this capability?
The Sheet Owner and Sheet Admins can create and edit forms....
Switch Between Row-level and Sheet-level Conversations
With tabs in the conversation panel, you can see all conversations or filter the view to conversations at the sheet level or selected row....
Use Conditional Logic to Streamline Form Submissions
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...
Have Conversations in the Context of Your Work
With conversations you can track work and have discussions about that work in one place....
Share Sheets, Reports, and Dashboards
Begin collaborating with others by sharing a Smartsheet item (sheet, report, or dashboard) or by confirming a sharing request from someone on your tea...
Sharing Permission Levels
When you share a sheet with someone, you can specify the sharing permission level with Viewer, Editor, or Admin level access to it....
Information for Free Collaborators
Have you been shared to a sheet in Smartsheet for the first time? Collaborating with others in Smartsheet is free, easy, and secure....
Change Ownership of a Sheet, Report, or Dashboard
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....
Share a Report as an Attachment in Email
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....
Work With Multiple People on a Sheet at the Same Time
When multiple people are working on the same sheet, you'll always be aware....
Manually Send an Update Request
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...
Remove Collaborators From Sharing All Sheets
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...
Have Targeted Conversations With Comments
Place a comment in a workspace, on a sheet, or on a specific row in a sheet to foster conversation with resources and stakeholders....
Share Sheet Information in Email
To send information from sheets or reports to people via email, you have a few choices....
Apply Colors and Logo Branding to a Workspace
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 ...
Share a Smartsheet Attachment Through Email
Anyone with access to a sheet or workspace can send its associated file attachments to others through email....
Respond to a Proofing Request
When you receive a proofing review request, it will include a link that takes you to a review page on a new browser tab....
Delete a File Attached to a Comment
Files attached to comments may become outdated as your projects progress, causing confusion for your stakeholders and resources....
Collect Information With a Form
Create and share forms to gather and organize information within Smartsheet....
Control Data Entry and Allow Only Specific Values in a Column
When it comes to entering data, Smartsheet is flexible....
Publish a Sheet, Report, or Dashboard
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...
Troubleshoot Issues With Proofing
The proofing capability allows people to review and collaborate on content....
Tag Someone With the @ Sign
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....
Use a URL Query String to Specify Different Default Values for a Form
When you create a form in Smartsheet, one way you can distribute that form is with a URL....
Publish a Smartsheet Calendar to iCal
To view your Smartsheet tasks from a non-Smartsheet calendar, you can publish a sheet from Calendar View, and subscribe to it from any calendar that s...
Manage and Use Smartsheet 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...
Manage Contacts in the My Smartsheet Contacts List
You'll use contacts in Smartsheet to facilitate faster collaboration....
Workspaces Overview
A workspace is helpful when you need to share a number of items with the same group of people....
Copy a Folder or Workspace
You can create a copy of any folder or workspace accessible to you....
Manage Items in a Workspace
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...
Share 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...
Transfer Ownership of a Workspace
When there is a transition of responsibilities in your organization, you may need to transfer or take ownership of a workspace....
Create or Delete a Workspace
To share multiple Smartsheet items at the same time, use a workspace....
Use Proofing to Collaborate on Content
The proofing capability allows people to review and collaborate on content....
Brand Smartsheet With Your Colors and Logo
Maintain your organization's brand recognition by applying custom colors and uploading your logo to Smartsheet....
Access and Download Files Attached to a Workspace
Share files relevant to multiple divisions of work by with all interested parties by attaching the files to a workspace....
Create a Quality Logo to Brand Your Smartsheet Items
Achieve the best results when creating a version of your logo for Smartsheet by making sure that your logo follows these guidelines....