Smartsheet Essentials: A Step-by-Step Guide for Beginners

Explore creating formulas in Smartsheet, import data from Excel, set headers, and write formulas with the equals sign while using sum and other functions for dynamic calculations.

Learn to calculate the percent of a total in Smartsheet by creating division formulas, converting decimals to percentages, and applying the percent format to a column, with city-by-city examples.

Learn how to use Smartsheet's gridview and cardview to visualize data and apply conditional formatting rules that highlight totals over thresholds like 10,000 and 30,000, with color changes.

Clone existing conditional formatting rules in Smartsheet and modify their conditions and colors to quickly highlight tasks assigned to different contacts.

Learn how to import contact lists into Smartsheet using csv or Gmail imports, manage organization and personal contacts, and assign tasks with updated contact info within a 1000 contact limit.

Export your Smartsheet contacts as a CSV to create a single master list; the export yields a ZIP containing the CSV, downloadable by email and unzip to view.

Create and manage groups in Smartsheet to share sheets with multiple users; requires group admin on multi-user plans; name groups, add members, and access edit, CSV, transfer, or delete options.

Learn how to share a Smartsheet sheet or individual rows with a group, set permissions (editor can share, editor cannot share, viewers), and customize messages, subject lines, and recipients.

Create and customize Smartsheet forms to collect data quickly, share via web links or team members, and save submissions and files directly in your sheet.

Create and place new fields in Smartsheet using the add field area, name them, set drop-down options like email or phone, add a file uploader, and drag them beneath fields.

Create automations that send notifications to the team when form submissions add new rows, using triggers, alerts, and customized messages.

Learn to manage forms in Smartsheet: edit settings, preview layouts, control login requirements, and share forms via URL or embed code.

Master how to share sheets in Smartsheet and set permission levels—from viewer to admin—to control who can view, edit, or share access with groups or individuals.

Share a sheet or selected rows in Smartsheet with unlimited collaborators and see real-time updates across devices. Manage permissions, invite others with a subject and message, and highlight changes.

Learn how to share only selected rows from a sheet in Smartsheet by choosing rows, tapping send, and configuring recipient, subject, and message, while optionally omitting attachments and comments.

Export a static sheet as pdf or excel, send it as an attachment, and set pdf options such as entire sheet, letter size, margins, and sheet name, with scheduling options.