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....

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....

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...

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....

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...

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....

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...

Workspaces Overview

A workspace is helpful when you need to share a number of items with the same group of people....

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...