Smartsheet Basics

Master Smartsheet basics to manage tasks and projects by creating sheets, importing data, organizing columns and rows, and enabling collaboration through automated workflows.

Explore how to create a new Smartsheet from grid, project, cards, or templates, and import from Excel, with guidance on navigation, columns, and the Gantt view.

rename non-default columns, choose column types like date and dropdown with single or multi-select options, and set restrictions, then reorder or delete columns, since columns drive forms, reports, and dashboards.

Enter data in Smartsheet rows, add and move rows, and set durations. Link predecessors to auto-update start and finish dates, and use indent, outdent, and delete to manage hierarchy.

Discover how to edit and format row information, lock rows for admins, and use comments with @ mentions, attachments, and reminders to manage Smartsheet projects.

Learn to use Smartsheet conditional formatting to automatically strike through tasks when 100% complete or status is complete, with multiple rules and rule management features.

Learn how to attach files and links in Smartsheet, manage file types, upload new versions, and delete attachments to keep reference materials accessible for a row or the entire sheet.

Explore how to create formulas in Smartsheet, using sum and other functions with proper syntax, order of operations, and absolute references to analyze budgets and numbers.

Explore how sharing a Smartsheet works by inviting collaborators with varied permissions, managing access with row and column locks, and distributing updates via email, PDF export, or publish links.

Learn to use Smartsheet conversations across rows, sheets, and workspaces, mention teammates with @, manage permissions (owner/admin/editor vs. viewer), and attach files or links for collaborative decisions.

Automate workflows in smartsheet by configuring triggers, conditions, and actions, such as alerting on row addition and setting up recurring weekly updates with customizable messages.

Manage shared sheets in Smartsheet by adjusting permissions, removing collaborators, and handling access requests. Create and apply group access to streamline sharing across dynamic teams.