Master Smartsheet & Boost Business Productivity

Master Smartsheet formulas by importing Excel data, selecting headers, and using functions such as sum with the equal sign, dragging across cells, and consulting help.smartsheet.com.

Calculate percent of totals in Smartsheet by using the equal sign and forward slash, then convert decimals to percentages across columns to show regional shares.

Learn to visualize data with grid and card views and apply conditional formatting in sheets, setting rules for totals over thresholds with custom criteria and color changes.

Clone existing conditional formatting rules to quickly apply color cues for tasks assigned to specific contacts, then edit conditions and colors to distinguish Jimmy Neesham, broad current, and Oliver.

Import Smartsheet contact lists to populate team info, assign tasks, and trigger alerts, using organization contacts or your own csv, vcf, or Gmail imports (up to 1000 per import).

Export Smartsheet contacts as a CSV to create a single master list; go to account, Smartsheet contacts, export contacts, and select Dot CSV to download and unzip the CSV file.

Create and manage groups in Smartsheet as a group admin on multi-user plans to share sheets with multiple people, add or edit members, export reports, transfer ownership, or delete groups.

Learn to share in smartsheet with groups by sharing sheets or rows, set editor or viewer permissions, customize subject and message, and send to the group or individuals.

add and arrange form fields from column headers, including a contact preference dropdown, file uploader, and a submitted date auto-number column. note new fields added after creation may not appear.

Learn to automate Smartsheet by setting notifications that alert your team when a form is submitted, using triggers like new rows, and sending alerts to everyone shared to the sheet.

Learn to customize Smartsheet forms, choose themes, set login and captcha options, configure post-submission actions, and share or embed the form with a URL or code.

Learn how Smartsheet sharing works by assigning permission levels from viewer to admin, including can share or cannot share, and managing group access, editing rights, and locked columns or rows.

Share a sheet in smartsheet, either the entire sheet or a selected set of rows, with unlimited collaborators and real-time updates across Mac, Windows, iOS, and Android.

Select specific rows, open send, add a recipient and optional subject and message, deselect attachments or comments, choose to send to yourself, and confirm the mail is sent.

Export a static version of your sheet as a pdf or excel attachment, set recipient, subject, and message, adjust pdf options (entire sheet, letter size), and schedule delivery.