You can share information collected in a report as an attachment to an email message....
When multiple people are working on the same sheet, you'll always be aware....
Owners, Admins, and Editors with a Smartsheet account can create a manual update request....
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 into Smartsheet and an iframe code that you can...
User Management
When you create an asset, you automatically gain Owner permissions on it....
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 simple and secure....
Sheets, reports, or dashboards can only be transferred to a Smartsheet user. Before assigning Owner permissions to someone, share the item with them....
User types designate what you can and can't do with your Smartsheet account.
Add collaborators to your sheet or report.
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 cannot, you might need to request access to that item....
In the top right corner of the item, select Share....
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...
You can transfer all sheets, reports, and dashboards owned by a licensed user....
Sheets and reports can only be transferred to users on your plan. To request access to a sheet, you should: Browse to the item....
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 deletedYou'll receiv...
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.
Individuals can make each form available for offline use in the app on their device while they're online....
For an image background, you can use a .png, .gif, or .jpg file up to 5MB in size....
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
Here are some reasons why you can't move 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....
Proofing review requests 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 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....
If you have access to the sheet, you can view or print comments....
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:
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