Calendar App
With the Calendar App, you can: Color-code by a primary and secondary categoryEasily export the calendar for email or printSync with existing project ...
Use a filter, for example, to display tasks due on a specific date that are assigned to you, or tasks with a specific status. ...
Use a filter, for example, to display tasks due on a specific date that are assigned to you, or tasks with a specific status. ...
Edit tasks, customize views, embed or download calendars, and work with filters in Calendar App.
Only a calendar Admin can edit the calendar’s settings....
If Calendar App is part of your plan, you can use it. Anyone shared to the calendar can create and edit their private filters....
If Calendar App is part of your plan, you can use it. Anyone shared to the calendar can create and edit their private filters....
Only a calendar Admin can edit the calendar’s settings....
Edit tasks, customize views, embed or download calendars, and work with filters in Calendar App.
DataMesh
DataMesh is a premium app that maps your Smartsheet data across multiple sheets and reports, eliminating typos, duplicative data entry, a
BehaviorCauseResolutionBlank rows are added to my sheet. The rows previously had information in them, but the cell information was deleted....
Find answers to the most frequent questions we get about DataMesh.
BehaviorCauseResolutionBlank rows are added to my sheet. The rows previously had information in them, but the cell information was deleted....
DataMesh Config ownership requirementsThe new owner must: Be a user on your Smartsheet plan and have signed in to the DataMesh application (data...
You need Viewer permissions or higher on any source sheet and Admin permissions or higher on any target sheet to create a DataMesh....
You need Viewer permissions or higher on any source sheet and Admin permissions or higher on any target sheet to create a DataMesh....
Find answers to the most frequent questions we get about DataMesh.
Data Shuttle
With Smartsheet Data Shuttle, you can import data from enterprise software systems into Smartsheet.
With Smartsheet Data Shuttle, you can import data from enterprise software systems into Smartsheet.
Create an upload workflow with Data Shuttle to import information from a CSV or XLSX file into a Smartsheet sheet.
With Data Shuttle offload workflows, you can easily offload sheets from Smartsheet to other Smartsheet attachments or external storage dr
Use Data Shuttle workflows to upload or offload data within Smartsheet or other applications.
Advance Capabilities Evaluations: Data Shuttle and Dynamic View
Create an upload workflow to connect an external data source and upload, edit, and write it to Smartsheet.
BehaviorResolutionI'm unable to sign into Data ShuttleSign in and out: Sign out of all instances of Smartsheet and use an incognito window to sign in ...
BehaviorResolutionI'm unable to sign into Data ShuttleSign in and out: Sign out of all instances of Smartsheet and use an incognito window to sign in ...
Create an upload workflow to connect an external data source and upload, edit, and write it to Smartsheet.
Advance Capabilities Evaluations: Data Shuttle and Dynamic View
You can use the offload and upload capabilities of Data Shuttle to create dynamic drop-downs in Smartsheet sheets and forms.
DataTable
DataTable can store millions of rows of data, integrate with external systems using Data Shuttle, and sync subsets of that data into shee
Keep your sheets up-to-date with your source of truth using DataTable.
Keep your sheets up-to-date with your source of truth using DataTable.
To use DataTable: You must hold Owner or Admin permissions on any sheets where a DataTable Connection will be builtDataTable must be a premium applica...
To use DataTable: You must hold Owner or Admin permissions on any sheets where a DataTable Connection will be builtDataTable must be a premium applica...
To use DataTable: You must have Owner or Admin permissions on any sheets where a DataTable Connection will be built....
To use DataTable: You must have Owner or Admin permissions on any sheets where a DataTable Connection will be built....
You can add, edit, or remove fields after you've created the DataTable. DataTable supports text, number, date, and checkbox fields....
This guide helps you if you have issues navigating DataTable.
This guide helps you if you have issues navigating DataTable.
You can add, edit, or remove fields after you've created the DataTable. DataTable supports text, number, date, and checkbox fields....
Dynamic View
Boost collaboration even when you cannot share the underlying sheets or reports with the Dynamic View premium app.
Boost collaboration even when you cannot share the underlying sheets or reports with the Dynamic View premium app.
Dynamic View allows you to share sections of your sheet or report without sharing the underlying source sheet.
This article focuses on interacting with a view in the application. For information on creating a view, see Create and edit Dynamic View settings....
People with Owner or Admin permissions can create, share, and edit filters (they can also edit filters created by others)....
People with Owner or Admin permissions can create, share, and edit filters (they can also edit filters created by others)....
If a view owner leaves your organization, a System Admin can facilitate transferring ownership of a view to a different user. Transfer the view ...
If a view owner leaves your organization, a System Admin can facilitate transferring ownership of a view to a different user. Transfer the view ...
Dynamic View allows you to share sections of your sheet or report without sharing the underlying source sheet.
Dynamic View allows you to share sections of your sheet or report without sharing the underlying source sheet.
Filters in Dynamic View can help you limit the displayed information, so you can find exactly what you need....
Filters in Dynamic View can help you limit the displayed information, so you can find exactly what you need....
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Select Admin Controls in the left menu to open the System Admin Controls page. Manage viewsHere y...
The sharing tab controls who can see the view. If no one is shared, then only the view owner can see the data and edit information....
To start the Advance Capabilities Evaluation, consider the following: You must be a paid userYour plan must have a named RepresentativeYou must be a S...
The sharing tab controls who can see the view. If no one is shared, then only the view owner can see the data and edit information....
Brandfolder Image
Select Admin Controls in the left menu to open the System Admin Controls page. Manage viewsHere y...
To start the Advance Capabilities Evaluation, consider the following: You must be a paid userYour plan must have a named RepresentativeYou must be a S...
Mobile
There are many similarities between mobile and web apps....
There are many similarities between mobile and web apps....
With the Smartsheet mobile app, you can access and edit your Smartsheet data on your Android device, iPhone, or iPad while on the go.
With the Smartsheet mobile app, you can access and edit your Smartsheet data on your Android device, iPhone, or iPad while on the go.
Use the Smartsheet mobile application, even if you don’t see the screen, with VoiceOver: Apple’s gesture-based screen reader software bui
When you tap a link to a form, you automatically go to the mobile app to fill out the form....
Any notification you receive in the desktop app can also be viewed in the Mobile app....
With Conditional Access, you can select which devices access the Smartsheet Mobile App.pp.
With Conditional Access, you can select which devices access the Smartsheet Mobile App.pp.
With the Smartsheet mobile app, you can take your work with you, collect information from resources in the field, and maintain visibility
Any notification you receive in the desktop app can also be viewed in the Mobile app....
Pivot App
Introduction to Pivot App add-on
This could happen if you have rows with the same values in the column source selected for the Pivot workflow....
Preview and build the pivot tableIf you want to preview the pivot table and build it immediately: Select the pivot you want to work with under N...
Preview and build the pivot tableIf you want to preview the pivot table and build it immediately: Select the pivot you want to work with under N...
This could happen if you have rows with the same values in the column source selected for the Pivot workflow....
Smartsheet Control Center
The following table shows you how to navigate Smartsheet Control Center....
The following table shows you how to navigate Smartsheet Control Center....
Navigate to your selected program in Control Center, select Manage Program > Global Updates > Find/Replace. Name your update....
Use profile data to: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate status tracking metrics or KPIs w...
With Global Updates in Control Center, you can make column-level changes to your project sheets and templates with options to Add new column or&n...
Access requirements and best practices for managing Smartsheet Control Center users.
Blueprints also provide flexibility....
To create a blueprint, you need a blueprint source folder, which must contain at least one sheet, report, or dashboard to serve as the source template...
In a blueprint summary sheet, you can also track: Total number of projects in a particular phaseTotal budget for all the projectsHealth and fore...
Templates are the building blocks for a blueprint. The blueprint source folder must include at least one template....
An intake sheet uses the data collected to automatically populate your project sheets' Summary section (or profile data)....
Assign a service account instead of an individual as the Primary LeadA recommended best practice is to use a dedicated service account (created within...
Use project profile data to do the following: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate sta...
Control Center is a premium offering available for purchase to Smartsheet customers using a Business plan or higher....
Control Center is a premium offering available for purchase to Smartsheet customers using a Business plan or higher....
Once you've configured Control Center, you can launch robust, organized projects....
Before you create and run Global Updates, familiarize yourself with the available Global Update types and their capabilities....
Only Enterprise plan users have access to Portfolio WorkApps....
Only Enterprise plan users have access to Portfolio WorkApps....
As a Primary Lead or Additional Lead, you can manage or make updates to existing Control Center programs....
Use Global Updates when you have made the following changes to a dashboard template: Updated colors or branding on the dashboardRevisions to dashboard...
Use Global Updates when you’ve made any of the following changes to a report template: Deleted or added new columnsChanged column order or widthChange...
Dynamic report scope updates to include the specified templates in all the active projects you've already created and will create later....
In Control Center, select the program where you want to apply the update....
Useful termsRefer to these terms to understand the error messages, causes, and steps to fix included in the troubleshooting guide....
You must be on an Advance plan to access this feature with unlimited programs and blueprints in Control Center....
Anyone invited can use a WorkApp. You must have a Smartsheet Advance or Smartsheet Advanced Work Management plan to create and edit WorkApps....
You can't recover deleted projects in Smartsheet Control Center. Use the archive function if you want to preserve project data....
Guiding advanced users in structuring and managing complex projects within Smartsheet Control Center.
You must be a Primary Lead in Control Center and contact your account team to configure multi-tier....
Multi-tier provides significant benefits: Child blueprint projects are created in the parent workspace....
People shared to a WorkApp can view and use the app as per the roles assigned to them by the app builder....
Before you startChanging column names after you connect Resource Management to Control Center can break your deployment. If you change any custo...
This feature is only available for the User Subscription Model plans....
Useful termsRefer to these terms to understand the error messages, causes, and steps to fix included in the troubleshooting guide....
You must be on an Advance plan to access this feature with unlimited programs and blueprints in Control Center....
Anyone invited can use a WorkApp. You must have a Smartsheet Advance or Smartsheet Advanced Work Management plan to create and edit WorkApps....
You must be a Primary or Additional Lead to delete blueprints. Before you delete a blueprint, you must delete the associated projects....
You can't recover deleted projects in Smartsheet Control Center. Use the archive function if you want to preserve project data....
In Control Center, select the program where you want to apply the update....
Guiding advanced users in structuring and managing complex projects within Smartsheet Control Center.
You must be a Primary Lead in Control Center and contact your account team to configure multi-tier....
Multi-tier provides significant benefits: Child blueprint projects are created in the parent workspace....
People shared to a WorkApp can view and use the app as per the roles assigned to them by the app builder....
Before you startChanging column names after you connect Resource Management to Control Center can break your deployment. If you change any custo...