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...
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
Paying, licensed users can manage work (create, build, orchestrate, control, automate) and non-paid, free users can collaborate (view, edit where appl...
The item owner and collaborators with Admin access to the item can remove others or change their permission levels....
If you are the sheet Owner or have Admin-level sharing permissions, you can ensure that anyone shared to your sheet sees the sheet as you've intended ...
When a sheet, report, or dashboard exists in a workspace, it will be available to anyone who has sharing permissions for the workspace....
You can transfer all sheets, reports, and dashboards owned by a licensed user....
If you’re shared to an item, you can request ownership of that item....
Begin collaborating with others by sharing a Smartsheet item (sheet, report, or dashboard) or by confirming a sharing request from someone on your tea...
There are five permission levels in Smartsheet....
Your user type designates what you can and can't do with your Smartsheet account....
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....
Proofing
Collaboration on a proof depends on whether reviewers have access to your sheet and whether you need approval decisions from them....
Hover over the row in your sheet or report where you want to add the proof.
In the Proofs column, select Add a Proof ....
You can select different Proofing data points, such as a status and version number, and associate those with a column in the sheet to map Proofing dat...
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....
Forms
You can add custom colors, a background, and your logo to the forms you build in Smartsheet....
With form validation, you can add real-time validation to your forms in the form builder to help you gather consistent, error-free data....
Maximize the performance of your forms with best practices and recommendations for scaling up your Smartsheet solutions....
You can customize forms in Smartsheet. You can change the form layout, show or hide Smartsheet branding, and add security settings....
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 ...
You can add, arrange, and remove form fields even after you’ve created your form. To start editing form fields, go to the form 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...
Create and share forms to gather and organize information within Smartsheet....
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 ...
After you create a form, you can customize the URL outside the Smartsheet app with a query string....
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....
With conversations you can track work and have discussions about that work in one place....
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....
Workspaces
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....
A workspace is helpful when you need to share a number of items with the same group of people....
When you copy a workspace or folder, it’s easier than recreating a set of sheets you’ll use for a new project or client. It also saves you time....
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 you share a workspace with a user, they’ll have access to all the items in that workspace....
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...
To share multiple Smartsheet items at the same time, use a workspace....
Contacts and Contact Groups
Group Management enables a Group Admin to organize contacts into groups so that anyone using a Business or Enterprise plan can quickly share and send ...
You'll use contacts in Smartsheet for faster collaboration....