Smartsheet FAQ

Answers to your most common questions about Smartsheet.

Quick, simple, and helpful information at a glance.

What is Smartsheet?
Smartsheet is a collaborative task management and project management tool that helps teams and organizations to plan, track, automate, and report on work.
How do I access my Smartsheet account?
You can access your Smartsheet account by logging in with your username and password through the Smartsheet website or mobile app.
How do I create a new sheet in Smartsheet?
To create a new sheet, click on the "+" icon in the Smartsheet menu and select "New Sheet" or click on the "Create" button on the main dashboard.
Why can't I open a sheet in Smartsheet?
There could be various reasons why you're unable to open a sheet in Smartsheet. Check if you have the correct permissions, the sheet is archived, or if it is temporarily unavailable due to maintenance.
How do I add collaborators to a sheet in Smartsheet?
Click on the "Share" button on the top right corner of the sheet and input the email addresses of the people you want to share the sheet with. You can also select the specific permissions you want to give each collaborator.
Can I convert a sheet into a PDF file in Smartsheet?
Yes, you can easily convert a sheet into a PDF file by clicking on the "File" menu and selecting "Export" followed by "Export to PDF."
Why am I getting an error message when trying to save my changes in Smartsheet?
There could be various reasons for this, such as a poor internet connection, unsupported special characters in the sheet title, or if the sheet is being locked by someone else.
How do I import data into Smartsheet from an Excel file?
You can use the "Import Data" feature in Smartsheet to import data from an Excel file. Simply click on the "+ Import" button in the menu and follow the instructions.
What is the maximum number of cells per sheet in Smartsheet?
The maximum number of cells per sheet in Smartsheet depends on your pricing plan. The Basic plan limits to 5,000 cells, while the Enterprise plan allows up to 500,000 cells.
What happens if I delete a row or column in Smartsheet?
If you delete a row or column in Smartsheet, it will be permanently removed from the sheet and cannot be recovered. However, you can use the "Undo" button if you accidentally delete something.
Can I use Smartsheet offline?
Yes, Smartsheet offers offline access for Business and Enterprise plan users. You can edit and make changes to your sheets while offline, and the changes will be synced once you are back online.
Why can't I see some of the columns in a sheet in Smartsheet?
You might not be able to see certain columns if they are filtered out or hidden. Check the filter settings or adjust the column visibility to see all the data in the sheet.
How do I delete a sheet in Smartsheet?
To delete a sheet, right-click on the sheet name and select "Delete." Keep in mind that deleted sheets cannot be recovered.
What happens to my data if I cancel my Smartsheet subscription?
If you cancel your subscription, your sheets will be read-only, and you won't be able to edit or add new sheets. However, your data will remain in your account, and you can access it if you upgrade or reactivate your subscription.
Why are some cells showing different formatting in Smartsheet?
If you copy and paste data from another sheet, the formatting of the source cells may override the formatting in Smartsheet. Use the "Paste Special" option to retain the formatting of the target cells.
How do I change the display currency in Smartsheet?
You can change the display currency in Smartsheet by going to "Personal Settings" and selecting your preferred currency from the "Regional Settings" tab.
What are the minimum system requirements for using Smartsheet?
The minimum system requirements for Smartsheet are a modern web browser (Chrome, Firefox, Safari) and an internet connection. For the mobile app, it requires iOS 11 or later and Android 6.0 or later.
Why can't I import a CSV file into Smartsheet?
If you're having trouble importing a CSV file, make sure it is correctly formatted, and the columns match the sheet's columns. You can also try converting the file to an Excel or Google Sheets format first.
How do I change the sheet owner in Smartsheet?
To change the sheet owner, go to the "Sheet Properties" and select a new owner from the drop-down menu next to "Owner."
Can I see who has made changes to a sheet in Smartsheet?
Yes, Smartsheet has a "Activity Log" feature that shows all the actions taken by users on the sheet, such as edits, comments, and attachments.
Why am I getting duplicate rows in a sheet in Smartsheet?
Duplicate rows in Smartsheet can occur if you have multiple people editing and saving changes at the same time. To avoid this, use the "Lock" feature to prevent others from editing a specific row while you're working on it.
How do I add a comment to a cell in Smartsheet?
Select the cell and click on the "Comments" button in the toolbar, or use the shortcut key "Ctrl + Alt + M" to add a comment.
Is there a way to restore a deleted sheet in Smartsheet?
Yes, if you have accidentally deleted a sheet, you can restore it within 30 days from the "Recycle Bin" in Smartsheet.
Why is a formula not working in a cell in Smartsheet?
If a formula is not working in a cell, make sure the syntax is correct and there are no missing data references or incorrect cell references. You can also check the "Cell History" to see any previous changes or errors.
How do I create a Gantt chart in Smartsheet?
To create a Gantt chart, use the "Gantt Chart" view in the sheet or use the "Create Gantt Chart" option in the "Home" menu. You can also use the pre-built Gantt chart template.
How do I change the sheet view in Smartsheet?
To change the sheet view, use the view picker in the top right corner of the sheet or click on the drop-down menu next to the sheet name and select a different view.
Where can I find help resources and support for Smartsheet?
Smartsheet offers various help resources, including a support center, community forums, and customer success stories on their website. You can also contact their support team for any additional assistance.
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