Basics
Learn the fundamentals to structure your work.
Sign in or sign out of Smartsheet
Signing in and out of Smartsheet: direct, SSO, third-parties, and enterprise methods.
Get Started with Smartsheet
Starting your Smartsheet journey: Learning Center, progress tracking, and utilizing templates
Access and organize your work from the left navigation bar
Hover over an icon on the navigation bar to see what the icon means; select the icon to go there....
Standardize and customize your work with Smartsheet templates
Using and creating Smartsheet templates for standardization and customization
System requirements and guidelines for using Smartsheet
Understanding Smartsheet's system requirements: browser compatibility, file size limits, and advanced features
Create a hyperlink to a sheet, report, or website
Creating, editing, and removing hyperlinks in Smartsheet
Filter basics
You must be the sheet Editor or higher to name and save a filter. You must be the sheet Owner or Admin to share a filter....
Create a filter to show or hide data
Create, use, and manage filters in Smartsheet
Create Smartsheet items
Smartsheet items include: Sheets: The foundation of your work in Smartsheet....
Access the Smartsheet trial plan
If you're an unpaid user on your company's plan, you have limited access to Smartsheet's full capabilities....
Manage conditional formatting rules
Managing conditional formatting rules in Smartsheet: editing, cloning, enabling, disabling, and rearranging
Copyand paste cells, rows, formulas, or hierarchy
Copying and pasting in Smartsheet: working with cells, rows, formulas, and hierarchies
FAQ - Commenter permissions for sheets and workspaces
Personalize your Home experience
Home recommends sheets, reports, and dashboards based on your Smartsheet activity....
Find your way around Smartsheet
Quickly find your way around Smartsheet with these navigation tips.
Sheets and rows
Create or rename a sheet or other Smartsheet item
In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored.
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)....
Add, edit, or clear cell content
Editing cell and sheet content is easier than even with Smartsheet.
Move rows, columns, or cells
Before you move or copy a row to another sheet, make sure the destination sheet includes identical column names and types....
Copy a sheet with save as new
When you copy a sheet with save as new,columns and conditional formatting rules from the original sheet will always be saved to the new
Delete Smartsheet items
Select File > Delete. Browse to the item you want to remove. Right-click the item, then select Delete....
Import files to create new sheets
Understanding sheets or reports imports to Smartsheet
Export a sheet or report
Understanding sheets or reports exports from Smartsheet
Save and refresh sheet data
It's a good best practice to save yourchanges frequently to keep from losing work.
Keep sheets and other items organized in a folder
Folders allow you to organize Smartsheet items (sheets, reports, dashboards, and so on).
Work with the copy rows action
To create a new copy row value workflow: Go to Automation > Create workflow from template......
Find and replace values within a sheet
Use Find and Replace tosearch for specific values in a sheet and replace thosevalues one at a time or all at once.
Insert or delete rows or tasks
Users can insert or delete single or multiple rows to organize their data.
Auto-number rows
To generate an automatically incremented counter for each row that contains data, use anauto-number system column.
Create a series of numbers or dates with drag-fill
You can quickly fill a range of cells with a series of numbers, dates, or a text string ending in numbers, that’s either sequential or an
Sort rows to organize your data
To organize your data in ascending or descending order, use theSort Rowcommand.
Copy rows to another sheet
Avoid manually duplicating your work by copying rows from one sheet to another.
Cell links: Consolidate or maintain data consistency
You can only link cells that contain data, or previously contained data, to a destination sheet....
View your assigned tasks
Filters can show you all tasks assigned to you or someone else on a single sheet, and reports can show you tasks across multiple sheets.
Include a picture or other image in your sheet
Images in the grid can be useful for many types of sheets, including team contact lists, manufacturer parts lists, and real estate lists....
Assign people to a task
In Smartsheet, you can use the Contact List column type to assign tasks to team members.
Work Insights: Use a burndown chart to track team effort
A burndown chart allows teams to see their effort over time.
Use Work Insights to visualize your data
Work Insights automatically analyzes and visualizes your sheet's current and historical data.
Columns
Insert, delete, or rename columns
Column management: Insert, delete, or rename columns
Keep consistency in data with dropdown columns
Use the dropdown list columns to standardize the collection of key information: Allow your collaborators to select one or more values that apply to th...
Lock or unlock columns and rows
Manage your data integrity by locking and unlocking columns and rows
Control data entry in a column
Even when a column property is set, you can still type text or a new value into a cell. For example, you have a checkbox column in your sheet....
Change column details
Adjusting column attributes for enhanced data management
Column type reference
Configurable and Default columns, learn about Column type references
Available symbols for the symbols column
You cannot add your own custom symbols to the column. You can use formulas in a Symbols column. To do this, use the text values of the symbols....
Work with the primary column: Overview and best practices
Understanding and optimizing the mandatory primary column in your Smartsheet grid
Hide or Unhide Columns
Managing your column views
Freeze or Unfreeze a Column
Column management: Freeze or Unfreeze columns
Add a latest comment column
Column management: adding a Latest comment column
Use column formulas to apply calculations to all rows in a sheet
Implementing calculations across your sheet with column formulas
Attachments
Attach files to a sheet or report
You can attach almost any file from your computer to a sheet, row, or comment.
View and download attachments
Sheet Owners, Admins, and Editors can add, version, or delete attachments. Anyone with access to the sheet can view and download attachments....
Attach a file or link from an online resource
Anyone with access to the sheet can view and download attachments or send them via email....
Keep attachments current
Owners, Admins, and Editors on a sheet can add, version, or delete attachments. Anyone with access to the sheet can view and download attachments....
Delete an attachment from a sheet or report
When you delete a file from Smartsheet, it is removed completely — this action cannot be undone....
Delete a comment attachment
Owners and Admins can create, reply to, and delete comments and attached files. Editors can create or reply to a comment....
Access and download files attached to a Workspace
Owners, Admins, and Editors of a workspace can add, version, or delete attachments....
Views
Timeline, board, grid, Gantt, card, and calendar views
Views in Smartsheet allow you to see and work with your data in different ways.
Work with Calendar View
The Calendar View is a reflection of the dates contained in a sheet or report.
Use card view to visualize your project
With card view, you can organize tasks, work items, or ideas into actionable groups.
Card View: Create, edit, and share cards
In Card View,cards make up the work items or tasks in your project.
Act on work in motion with mobile Card View
To use Card View, you must have a Dropdown, Symbol, or Contact List column on your sheet....
Board view and sharing permissions
For details about specific actions you can take in board view, see the following table....
Collaborate in real time with board view
Board view has an all-new, modern look and feel and includes key new functionality to make working on a board faster, easier, and more collaborative t...
Track date-based work with timeline view
When you switch to timeline view, the look and layout of the sheet controls are different, and some features, such as the file menu, access to forms, ...
Card view and sharing permissions
What you can do in the card view depends on your sharing permission level in the sheet....
Publish a Smartsheet Calendar to iCal
To view your Smartsheet tasks in a non-Smartsheet calendar, you can publish a sheet from Calendar View and subscribe to it from any calen
Formatting
Brand Smartsheet with your colors and logo
Maintainyour organization's brand recognitionby applying custom colors and uploading your logo to Smartsheet.
Create a quality logo to brand your Smartsheet items
In the Admin Center, System Admins can set the default color settings and logo branding for everyone in the plan....
Format your data
Formatting data in Smartsheet allows you to visually enhance your information, making it easier to interpret and analyze.
Apply automatic formatting with conditional formatting rules
Use conditional formatting to change the appearance of rows or cells based on the values they contain.
Automatic Format and Formula Autofill
Automatic formatting and formulaautofill are related features that persist patterns of formatting or formulas when you add content to a
Change the color of task bars
The sheet owner and shared collaborators with Editor or Admin access to a sheet can manually change the color the task bar....
Apply standardized date formats in your sheet
You can apply a date format which will be interpreted in the same manner for everyone on your team, regardless of their Regional Preferen
Default date and number formats with Regional Preferences
You can also apply formats to date columns in your sheet (for example, long format with the day and month spelled out)....
Printing
Print a sheet or report from Smartsheet
If you want, you can print only selected rows from a sheet or report....
Set options to print a PDF
If there is a filter applied, printing the entire sheet prints the filtered view. Turn all filters off then apply the unnamed filter....
Print selected rows from a sheet or report
Smartsheet prints to a PDF by default. If you don’t want a PDF, you can export your data instead. Learn how to export a sheet or report....
Printing tips and troubleshooting
How you print from Smartsheet will depend on what you want to print. Print from card viewYou can print the contents of a single card or row....
Print a dashboard
You can print a dashboard for handouts or for a read-only PDF to share.