Sharing assets and items
Stay aware when multiple people collaborate on the same sheet simultaneously.
Add collaborators to your sheet or report.
You can share information collected in a report as an attachment to an email message....
Owners, Admins, and Editors with a Smartsheet account can create a manual update request. Owners and Admins who receive a manual update req...
You have different sharing options: If you need to provide the recipients with a read-only version of the data, email one or more rows....
The link in the email expires in 30 days or after it's been clicked 100 times (whichever comes first)....
Publishing a sheet, report, or dashboard generates a unique URL that anyone can access without logging into Smartsheet and an iframe code that you can...
User Management
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model....
Sharing, Permissions, and User Types
There are five permission levels in Smartsheet....
Sheets, reports, or dashboards can only be transferred to a Smartsheet user. Before assigning Owner permissions to someone, share the item with them....
Permissions define how each user works with Smartsheet. Learn more about permission-based user types, Admin access types, and more.
✓ = includedx = not includedView all sheet data, including comments✓✓✓✓✓xEdit unlocked rows and columns in a sheet**xx✓✓✓xEdit cells...
Paying, licensed users can manage work (create, build, orchestrate, control, automate) and non-paid, free users can collaborate (view, edit where appl...
If you try opening a Smartsheet item but can't do so, you might need to request access to that item....
In the top right corner of the item, select Share....
For example, you can set a default view or have newly shared collaborators open a sheet directly to Card View with a filter applied that shows them on...
Sheets and reports can only be transferred to users on your plan. To request access to a sheet, you should: Browse to the item....
Check out the sharing permissions and levels table for a detailed breakdown of tasks and permission levels....
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.
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, you may attempt to open a Smartsheet form and receive one of the following error messages: The form you are attempting to ac...
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. If the fi...
To start editing form fields, go to the form builder. Select Form > Manage Forms. Open the form you need to customize....
Use Smartsheet forms to collect key data for a variety of different projects. You can accept numerous submissions over time or all at once....
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....
You can add custom colors, a background, and a logo to the forms you build in Smartsheet.
Read this guide to learn how to fix issues while navigating forms.
Workspaces
You can manage people's access to items in a workspace. Learn more about sharing a workspace and managing items within it....
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
Here are some reasons why you can't move items: You don't have the correct permissions....
This feature is only available for the User Subscription Model plans....
This feature is only available for the User Subscription Model plans....
This feature is only available for the User Subscription Model plans....
This feature is only available for the User Subscription Model plans....
This feature is only available for the User Subscription Model plans....
Users in the workspace can interact with files in the file library based on their sharing permissions....
In workspaces, file library serves as a central hub for storing, searching, and collaborating on files that are directly uploaded to the library, such...
Find items in your workspaces with the Solution Panel.
Proofing
Hover over the row in your sheet or report where you want to add the proof. Right-click that row and select Proofs....
Proofing review requests include a link that takes you to a review page in a new browser tab....
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.
Slope functionality has been incorporated into the Proofing capability.
Conversations
You can view or print the sheet’s comments if you can access the sheet....
When you tag a person in a comment, they’ll receive a notification with a link to the comment in the sheet....
Sometimes, you'll see one of these errors when you reply to an email message generated by the @mention....
In the Conversations panel of a sheet or report, the comment menu will present additional actions you can perform based
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 commentReply to...
WorkApps
Create dynamic applications using WorkApps
Create dynamic applications using WorkApps
After you add pages to your WorkApp, create Roles to control which pages different stakeholders can view and edit in you
It's easy to add people to your WorkApp in the builder....
Once an app is published it's made available automatically on both desktop and on Smartsheet mobile app....
Go to the WorkApps home page (https://workapps.smartsheet.com/). On the Owned by me tab, open the WorkApp you want to transfer....
Access WorkApps and Portfolio WorkApps from your mobile device.
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If you can access WorkApps, you can create and edit them....