Smartsheet Basics

Getting Started Checklist

If you’re not sure where to start as you get up to speed with Smartsheet, you’ve come to the right place. Use the steps here as a guide....

Import Files to Create New Sheets

You can import an existing Excel file, Microsoft Project file, Google Spreadsheet, or Trello board to create a new sheet in Smartsheet....

Move Rows, Columns, or Cells

After you set up a sheet, you may find that some of the information—cells, rows, or columns—needs to be moved or reorganized....

Viewing Cell History

Anyone who is shared to a sheet can review cell history by right-clicking a cell and selecting View History to display the View History form....

Print from Smartsheet

How you print from Smartsheet will depend on what you want to print: To print a sheet or report, you'll first create a PDF file....

Lock or Unlock Columns and Rows

If you want to protect key data from being changed or deleted by others who are shared to your sheet, you can lock columns and rows....

Insert, Delete, or Rename Columns

The sheet owner and licensed collaborators with Owner or Admin access to the sheet, can do the following with columns: Insert new columns Rename ex...

Primary Column

Every sheet has a Primary Column, which is the main descriptor for each row....

Hiding or Unhiding Columns

The sheet owner and licensed collaborators with Admin access to the sheet can hide a column to remove it from view while still keeping its content ava...

Freeze or Unfreeze a Column

The sheet owner and shared collaborators with Editor or Admin access to the sheet can freeze a column to keep it visible while the rest of the sheet s...

Hierarchy: Indent or Outdent Rows

You can create a hierarchy on your sheet by indenting rows. When you indent a row, it becomes a child of the row above it (the "parent" row)....

Auto-Numbering Rows

To generate an automatically incremented counter for each row that contains data, use an Auto-Number System column....

Sorting Rows

To organize your data in ascending or descending order, use the Sort Row command....

Cell Linking

Cell linking is useful when you want to consolidate information from multiple sheets....

Download and View Attachments

Attachments can be attached to a sheet—either to a specific row in the sheet or to the entire sheet—or to a workspace....