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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00e3243f01ed60a4e7c5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Hover your mouse cursor over a column header, then click its corresponding 'Column Menu' button.</li>
 <li>Choose 'Edit Column Properties' from the list of options.</li>
 <li>After that, click the 'Column Type' menu to proceed.</li>
 <li>Pick 'Checkbox' from the available choices.</li>
 <li>Subsequently, configure the related settings and choose your desired style.</li>
 <li>Once done, click 'OK' to apply the changes.</li>
 <li>After completing these steps, the checkboxes will be added to the selected column.</li>
</ol>

How to Add a Checkbox in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00f1243f01ed60a4e8a7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's Grid View, select a column and click its corresponding 'Column Menu' button.</li>
 <li>Click 'Insert Column Right' or 'Insert Column Left'.</li>
 <li>After that, enter a unique column name into the provided input field and select your preferred Column Type.</li>
 <li>Review your input, then tap 'OK' to proceed.</li>
 <li>Finally, a new column will be added to your sheet.</li>
</ol>

How to Add a Column in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a011e243f01ed60a4ecf9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Hover your mouse cursor over the column header you want to edit, then click its corresponding 'Column Menu' button.</li>
 <li>Select 'Edit Column Properties' from the list of options.</li>
 <li>After that, tap the 'Column Type' menu.</li>
 <li>Pick 'Drop-down List' to proceed.</li>
 <li>Subsequently, configure the value settings according to your preferences. Simply switch on the toggle button next to the function you wish to apply.</li>
 <li>Come up with a list of values, then type them into the provided entry box.</li>
 <li>Once done, tap 'OK'.</li>
 <li>After completing these steps, a drop-down list will be added to your sheet.</li>
</ol>

How to Add a Drop-Down List in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0130243f01ed60a4ee70/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, find and right-click on the cell that contains the formula you want to use.</li>
 <li>Select 'Convert to Column Formula' from the list of options.</li>
 <li>After completing these steps, the formula will be added to the selected column.</li>
</ol>

How to Add a Formula to a Column in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a015a243f01ed60a4f1e8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Gantt View, go to the Finish column and change the date by simply clicking the 'Calendar' icon next to the default input. Make sure that the Start and Finish dates are exactly the same.</li>
 <li>After that, tap the cell under the Duration column and change its default value to 0.</li>
 <li>Finally, a milestone will be added to the Gantt view of your Smartsheet document.</li>
</ol>

How to Add a Milestone in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a016a243f01ed60a4f320/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's project, find and select a row.</li>
 <li>After that, navigate to the top menu bar and click the 'Indent' button.</li>
 <li>Finally, the row right above the indented row will become a parent row in your Smartsheet project.</li>
</ol>

How to Add a Parent Row in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a018e243f01ed60a4f5b1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's Grid View, find and select a row.</li>
 <li>Following that, tap its corresponding 'Row Menu' button.</li>
 <li>Choose 'Insert Below' or 'Insert Above'.</li>
 <li>After completing these steps, a new row will be added instantly.</li>
</ol>

How to Add a Row in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0196243f01ed60a4f667/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, select a workspace from the list under All Workspaces.</li>
 <li>After that, tap 'Add' to proceed.</li>
 <li>Pick 'Sheet' from the available choices.</li>
 <li>Subsequently, tap your preferred starting view.</li>
 <li>After completing these steps, a sheet will be added to the selected sheet.</li>
</ol>

How to Add a Sheet to a Workspace in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01ab243f01ed60a4f80e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, find the row that contains the main task and then click its corresponding 'Row Menu' button.</li>
 <li>Choose 'Insert Below' from the list of options.</li>
 <li>After that, enter the necessary task details one by one.</li>
 <li>Select the newly added row once again.</li>
 <li>Subsequently, go to the top menu bar and click 'Indent'.</li>
 <li>After completing these steps, the subtask will be added instantly.</li>
</ol>

How to Add a Subtask in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0210243f01ed60a4ff80/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's form editor, navigate to the left-side panel and select 'File Upload' under the Form Elements section.</li>
 <li>Following that, go to the Field Settings pane and make your desired changes. From there, you can enter your preferred label and add a custom help text.</li>
 <li>Once done, click 'Save' in the top-right corner.</li>
 <li>After completing these steps, the file upload element will be added to your Smartsheet form where the intended participants can add attachments later on.</li>
</ol>

How to Add an Attachment Field to a Smartsheet Form

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ce2a98365d08657034e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, go to the header of the last column and tap its corresponding 'Column Menu' button.</li>
 <li>Pick 'Insert Column Right' from the list of options.</li>
 <li>After that, enter a unique column name into the provided input field.</li>
 <li>Subsequently, choose the specific column type you prefer to set.</li>
 <li>Review your input, then tap 'OK' to proceed.</li>
 <li>After completing these steps, a new column will be added to your sheet, along with bordered cells.</li>
</ol>

How to Add Cell Borders in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d08a98365d086570670/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, head over to the top menu bar and click 'Conditional Formatting'.</li>
 <li>After that, click 'Add New Rule' to proceed.</li>
 <li>Configure the rule based on your preference. Simply specify your desired condition, format, and coverage. </li>
 <li>Once done, tap 'OK' to continue.</li>
 <li>After completing these steps, the conditional formatting will be added to your Smartsheet document.</li>
</ol>

How to Add Conditional Formatting in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e5cd673bd5aa8e604a9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select the first row.</li>
 <li>After that, hold the 'Shift' key and click the specific number of rows you want to add. It is essentially represented by the actual row numbers on the sheet.</li>
 <li>Head over to the last row selected, then tap its corresponding 'Row Menu' button.</li>
 <li>Click 'Insert Rows Above' or 'Insert Rows Below'.</li>
 <li>After completing these steps, multiple rows will be added based on your input.</li>
</ol>

How to Add Multiple Rows in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ef8d673bd5aa8e611a7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, find and select the workspace you wish to use.</li>
 <li>After that, find the sheet that looks identical to the tab you want to create and then tap the 'More Options' button next to it.</li>
 <li>Choose 'Duplicate' from the list of options.</li>
 <li>Subsequently, add a unique name for the duplicated sheet. To avoid confusion, you may label it as "Tab".</li>
 <li>Once done, select the same workspace as the destination and then tap 'Duplicate'.</li>
 <li>After completing these steps, a tab will be created from the duplicated sheet. You can now access it from the same workspace whenever needed.</li>
</ol>

How to Add Tabs in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f84d673bd5aa8e61d01/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, find the row you want to archive and tap its corresponding 'Row Menu' button.</li>
 <li>Select 'Move to Another Sheet' from the list of options.</li>
 <li>After that, pick the sheet where you wish to store the archived rows.</li>
 <li>Once done, click 'OK' to proceed.</li>
 <li>Finally, the selected row will be moved to a separate sheet dedicated to archived rows.</li>
</ol>

How to Archive Rows in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3087d673bd5aa8e633d2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, go to the left-side panel and click 'More'.</li>
 <li>Select 'Account' from the available choices.</li>
 <li>After that, click 'Plan &amp; Billing Info' to proceed.</li>
 <li>Tap 'Cancel Account'.</li>
 <li>Subsequently, click 'Switch to Free'.</li>
 <li>Tick the radio button beside the item that best explains your reason.</li>
 <li>Finally, tap 'OK' to proceed.</li>
</ol>

How to Cancel the Smartsheet Subscription

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a326aab56e05a00fd60a8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's Grid View, find the primary column and click its corresponding 'Column Menu' button.</li>
 <li>Pick 'Insert Column Right' from the list of options.</li>
 <li>After that, enter the column name into the provided input field and select the type. Ensure that they resemble the content of the current primary column.</li>
 <li>Once done, click 'OK' to proceed further.</li>
 <li>Select the content under the original primary column you want to change, then press the CTRL+C or COMMAND+C key to copy the selection.</li>
 <li>Subsequently, tap the first cell of the newly created column and paste the content. Either press CTRL+V or COMMAND+V.</li>
 <li>Find the other column you want to set as primary and select the details under it.</li>
 <li>Once again, press the CTRL+C or COMMAND+C key to copy the selection.</li>
 <li>Following that, tap the first cell under the current primary column and press the CTRL+V or COMMAND+V key to paste the selected content from the other column.</li>
 <li>Tap the column header of the selected content, then click its corresponding 'Column Menu' button.</li>
 <li>Choose 'Delete Column' from the list of options.</li>
 <li>Go to the primary column afterwards and click its corresponding 'Column Menu' button.</li>
 <li>Click 'Rename Column' to proceed.</li>
 <li>Enter the original name of the deleted column into the given entry field and click 'OK'.</li>
 <li>After completing these steps, the primary column in your Smartsheet will be changed accordingly.</li>
</ol>

How to Change the Primary Column in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a332cab56e05a00fd726e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the sheet you want to connect, head over to the top menu bar and click 'File'.</li>
 <li>After that, hover your mouse cursor over the 'Export' option and select 'Export to Microsoft Excel'.</li>
 <li>On the main dashboard of Power BI, navigate to the left-side panel and click 'Create'.</li>
 <li>Find and select 'Excel (Preview)'.</li>
 <li>Subsequently, tick the radio button beside 'Upload File'.</li>
 <li>Tap 'Browse' and then choose the Smartsheet document exported as an Excel file.</li>
 <li>Following that, tap 'Next' to proceed.</li>
 <li>Choose the Smartsheet data you want to use, then tap 'Create'.</li>
 <li>After completing these steps, the selected Smartsheet document will be connected to Power BI.</li>
</ol>

How to Connect a Smartsheet Document to Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35c7ab56e05a00fda451/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the top menu bar, then click 'File'.</li>
 <li>Select 'Save As New' from the list of options.</li>
 <li>After that, come up with a unique name for the sheet and enter it into the provided input field.</li>
 <li>Subsequently, configure the other related settings based on your preference.</li>
 <li>Once done, click 'Save' to proceed.</li>
 <li>After completing these steps, the selected sheet will be copied.</li>
</ol>

How to Copy a Sheet in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35c9ab56e05a00fda46f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, head over to the top menu bar and click 'File'.</li>
 <li>Select 'Save As New' from the list of options.</li>
 <li>After that, come up with a unique name for the copy of the selected sheet and then type it into the provided input field.</li>
 <li>Subsequently, scroll down to the Save In section and tap 'Browse'.</li>
 <li>Choose the workspace where you wish to copy the sheet, then tap 'OK' to proceed.</li>
 <li>Following that, configure the other related settings based on your preference.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, the selected sheet will be copied to another Smartsheet workspace.</li>
</ol>

How to Copy a Smartsheet to Another Smartsheet Workspace

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35ceab56e05a00fda4dc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select and right-click on the cells that contain the content you want to copy.</li>
 <li>Choose 'Copy' from the list of options.</li>
 <li>After that, go to Smartsheet's main dashboard and open the other sheet where you wish to copy the selected content.</li>
 <li>Select and right-click on a cell.</li>
 <li>Subsequently, pick 'Paste' from the list of options.</li>
 <li>After completing these steps, the content will be copied from one Smartsheet to another.</li>
</ol>

How to Copy and Paste Content From One Smartsheet to Another

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35d3ab56e05a00fda52a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select and right-click on the rows you want to copy.</li>
 <li>After that, pick 'Copy' from the list of options.</li>
 <li>Find and right-click on the cell you want to use.</li>
 <li>Subsequently, tap 'Paste' to proceed.</li>
 <li>After completing these steps, the selected row will be copied accordingly.</li>
</ol>

How to Copy and Paste Multiple Rows in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35e9ab56e05a00fda69e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's project, find and select the row you want to copy.</li>
 <li>After that, click its corresponding 'Row Menu' button.</li>
 <li>Choose 'Copy to Another Sheet' from the list of options.</li>
 <li>Select your preferred destination sheet, then click 'OK' to proceed.</li>
 <li>After completing these steps, the selected row will be copied to another sheet.</li>
</ol>

How to Copy Rows to Another Sheet in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36b4ab56e05a00fdb9d4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, find and select a workspace under All Workspaces.</li>
 <li>After that, go to the left-side panel and click 'Add'.</li>
 <li>Choose 'Dashboard' from the list of options.</li>
 <li>Tap the title field, then enter a unique dashboard name.</li>
 <li>Following that, click the 'Edit Dashboard' button next to it.</li>
 <li>Click the 'Add Widgets' button in the right-hand pane to proceed.</li>
 <li>Subsequently, find and select the widget you wish to add.</li>
 <li>Tap the widget to start customizing its content and style according to your liking.</li>
 <li>For the Title widget, you can change the default text and use the options in the floating bar to edit its format.</li>
 <li>After that, grab and drag the widget to resize or change its position.</li>
 <li>Click the 'Add Widgets' button once again to add more.</li>
 <li>For other widgets, navigate to the right-side panel and use its corresponding customization options to make your desired changes.</li>
 <li>Once done, tap 'Save' in the top-right corner.</li>
 <li>After completing these steps, a new dashboard will be created and added to your Smartsheet dashboard.</li>
</ol>

How to Create a Dashboard in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3711ab56e05a00fdc48b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select the cell right below the parent.</li>
 <li>After that, head over to the top menu bar and click 'Indent'.</li>
 <li>Select the other cells that you intend to put under the child.</li>
 <li>Subsequently, tap the 'Indent' button twice.</li>
 <li>After completing these steps, a hierarchy of Smartsheet cells will be created based on your input.</li>
</ol>

How to Create a Hierarchy in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37fcab56e05a00fddb1d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, head over to the left-side panel and click 'Settings'.</li>
 <li>After that, scroll down to the Start From Scratch section and pick 'Report'.</li>
 <li>Tap the specific type of report you want to generate.</li>
 <li>Following that, tick the checkbox beside the sheets you want to use as the source of data and then tap 'Next'.</li>
 <li>Likewise, tick the checkbox beside the fields you want to use and then tap 'Next'.</li>
 <li>Set the condition you want to implement by simply selecting a specific item from the given menus.</li>
 <li>Once done, tap 'Apply' to enable the condition and generate a report from it.</li>
 <li>Come up with a unique report name, then enter it into the provided input field.</li>
 <li>Subsequently, head over to the top menu bar and use the available options to customize your report.</li>
 <li>After completing these steps, your Smartsheet report will be created and added to your account.</li>
</ol>

How to Create a Report in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3907ab56e05a00fdf3bf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, configure the properties of the column based on the information you want to gather. To get started, head over to the column header and click its corresponding 'Column Menu' button</li>
 <li>Choose 'Edit Column Properties' from the list of options.</li>
 <li>After that, enter the name of the column into the provided input field and then specify its corresponding type. </li>
 <li>Once done, tap 'OK' to apply the changes.</li>
 <li>Repeat the same series of steps until all the necessary columns are configured accordingly.</li>
 <li>Following that, navigate to the top menu bar and click 'Forms'.</li>
 <li>Choose 'Create Form' to proceed.</li>
 <li>Come up with a unique form title and description. Enter them into their respective input fields and use the available options to customize their formats based on your preference.</li>
 <li>Subsequently, click the fields one by one.</li>
 <li>Go to the right-side panel afterwards, then make your desired adjustments. For instance, you may add a Label, Help Text, and configure several related settings.</li>
 <li>Once all the fields are properly calibrated, click 'Save' in the top-right corner.</li>
 <li>After completing these steps, your Smartsheet intake form will be created. You can now share it with the intended participants and start collecting information.</li>
</ol>

How to Create an Intake Form in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3badab56e05a00fe3207/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select the cell where you wish to run the VLOOKUP formula and then type an 'Equals' (=) sign.</li>
 <li>Type 'VLOOKUP' next, then select it from the suggested results.</li>
 <li>After that, select the cell you wish to use for searching the value.</li>
 <li>Head back to your VLOOKUP formula and type a comma to proceed further.</li>
 <li>Subsequently, click 'Reference Another Sheet'.</li>
 <li>Browse the list, then select the sheet you want to use.</li>
 <li>Following that, select the column that contains the reference data.</li>
 <li>Once done, click 'Insert Reference'.</li>
 <li>Type a comma, then provide the column number you wish to use.</li>
 <li>Next, specify your preferred match type.</li>
 <li>Once done, review your formula and tap 'Enter' or 'Return' to run it.</li>
 <li>After completing these steps, the VLOOKUP formula will be activated instantly. </li>
</ol>

How to Do a VLOOKUP in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3dd7ab56e05a00fe589a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's project, head over to the top menu bar and click 'File'.</li>
 <li>Following that, choose 'Export' from the list of options.</li>
 <li>Tap 'Export to Microsoft Excel' to proceed.</li>
 <li>Subsequently, click 'Export' one more time to confirm your request.</li>
 <li>After completing these steps, your Smartsheet project will be exported to Excel.</li>
</ol>

How to Export Smartsheet Projects to Excel

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3ea5ab56e05a00fe67b2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's Grid View, select a column and click its corresponding 'Column Menu' button.</li>
 <li>Choose 'Freeze Column' from the list of options.</li>
 <li>After completing these steps, the selected column will be frozen instantly.</li>
</ol>

How to Freeze a Column in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3ea7ab56e05a00fe67c0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the sheet, hover your mouse cursor over the row you want to edit and click its corresponding 'Row Menu' button.</li>
 <li>Choose 'Lock' from the list of options.</li>
 <li>Finally, the selected row will be frozen. By that, it means only owners and admins can edit the content and style of the row.</li>
</ol>

How to Freeze a Row in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3eadab56e05a00fe6826/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select a column.</li>
 <li>After that, tap its corresponding 'Column Menu' button.</li>
 <li>Pick 'Freeze Column' from the list of options.</li>
 <li>After completing these steps, the pane on the left side of the selected column will be frozen.</li>
</ol>

How to Freeze the Panes in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3f52ab56e05a00fe73a9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, go to the top menu bar and click 'Filter'.</li>
 <li>After that, come up with a unique filter name and enter it into the provided input field.</li>
 <li>Subsequently, configure the condition you want to implement. Simply tap the individual menus under Show Rows That Match and pick one from the available options.</li>
 <li>Once done, click 'Apply' to proceed.</li>
 <li>The rows in the sheet will be hidden based on the provided condition. To deactivate the filter, head back to the top menu bar and click 'Hide and Unhide Row'.</li>
 <li>After completing these steps, the rows will be displayed for viewing once again.</li>
</ol>

How to Hide and Unhide Rows in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3f62ab56e05a00fe74a8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, head over to the top menu bar and click 'Filter'.</li>
 <li>Come up with a unique Filter Name, then enter it into the provided input field.</li>
 <li>After that, configure a specific condition under the Show Rows That Match section. Make sure that your conditions correspond to the details of the rows you want to hide.</li>
 <li>Once done, click 'Apply' to proceed.</li>
 <li>After completing these steps, the rows will be filtered and hidden from view.</li>
</ol>

How to Hide Rows in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fd6ab56e05a00fe7eca/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, find and select the row you want to edit.</li>
 <li>After that, go to the top menu bar and click the 'Indent' button.</li>
 <li>Finally, the selected row will be indented instantly.</li>
</ol>

How to Indent Rows in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a40cdab56e05a00fe8fec/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Asana" to set it as Trigger App.</li>
 <li>Choose an event under Asana.</li>
 <li>Sign in to your Asana account then click "Continue."</li>
 <li>Choose a value under "Workspace/ Organization" then click "Continue" to proceed.</li>
 <li>Click "Test trigger."</li>
 <li>Choose a Project then click "Continue with selected record."</li>
 <li>Search and select "Smartsheet" as the action app.</li>
 <li></li>
 <li>Login to your Smartsheet account, then click "Continue."</li>
 <li>Complete and customize the required fields to proceed.</li>
 <li>After testing, click "Publish" to complete the integration.</li>
 <li>By following these steps, you can integrate Asana with Smartsheet, enabling seamless task management and collaboration across both platforms.</li>
</ol>

How to Integrate Asana with Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a432dab56e05a00febe85/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Smartsheet" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Now, in the pop up that appears on the screen, hit Connect to Smartsheet.</li>
 <li>Grant the required access by hitting Allow.</li>
 <li>In the pop-up, click on the Set up sync button.</li>
 <li>Finally, you need to establish a connection for the data across both mediums.</li>
</ol>

Hubspot smartsheet integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a43daab56e05a00fecb84/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Jira' and then select the tool you prefer to use.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Specify the Jira version you want to use and then click 'Yes, Continue to Jira Software Cloud'.</li>
 <li>Subsequently, select the Jira site you want to integrate and then click 'Accept'.</li>
 <li>Fill out the input fields with the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Test' to proceed.</li>
 <li>Tap 'Continue With Selected Record' afterwards.</li>
 <li>Following that, search for Smartsheet and then select it as the Action app.</li>
 <li>Click the drop-down menu and select your preferred 'Action Event'.</li>
 <li>Next, click 'Sign In' and then log into your Smartsheet account.</li>
 <li>Tap 'Allow' afterwards to agree with the terms and grant the necessary permission.</li>
 <li>Provide the necessary details to set up the Action based on your preferences.</li>
 <li>Once done, tap 'Test' to run your inputs and publish the integration.</li>
 <li>After completing these steps, your Jira account will be integrated instantly with Smartsheet.</li>
</ol>

How to Integrate Jira with Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4482ab56e05a00fedad1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your<a target="_blank" rel="noopener noreferrer nofollow" class="c9" href="https://www.google.com/url?q=http://make.com&amp;sa=D&amp;source=editors&amp;ust=1728545175733686&amp;usg=AOvVaw05oaF08_ZWnhnKYPFJC94E">&nbsp;</a><a target="_blank" rel="noopener noreferrer nofollow" href="http://Make.com">Make.com</a>&nbsp;dashboard, click on '+Create a new scenario'.</li>
 <li>In the scenario editor, click the add icon, search for 'Smartsheet' and click on it.</li>
 <li>Select a trigger event for Smartsheet, depending on what event you want to trigger this integration.</li>
 <li>Click 'Create a webhook' to connect Make with Smartsheet.</li>
 <li>Click 'Create a connection'.</li>
 <li>Sign in to your Smartsheet account via Make and give it the necessary permissions by clicking 'Allow'.</li>
 <li>Select the sheet or rows you want to work with and set any required filters.</li>
 <li>Click 'Save' to proceed.</li>
 <li>After setting the trigger with Smartsheet, add a second module by clicking the add icon and click 'Microsoft Teams'.</li>
 <li>Select the action you want for Microsoft Teams.</li>
 <li>Set up the workflow to define how Smartsheet triggers should result in actions in Microsoft Teams and click 'OK'.</li>
 <li>After configuring both modules, run a test by clicking 'Run once' to ensure the integration works correctly.</li>
</ol>

How to Integrate Microsoft Teams with Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44d0ab56e05a00fee440/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Create' option and select 'Zaps' to start a new automation.</li>
 <li>Click 'Trigger' to set up a trigger for your automation.</li>
 <li>Search for and select 'Smartsheet' as the trigger app.</li>
 <li>Select a trigger event, such as 'New Row' or 'Updated Row'.</li>
 <li>Connect your Smartsheet account to Zapier by clicking 'Allow'.</li>
 <li>You can click 'Change' if you need to change your Smartsheet account connected to Zapier.</li>
 <li>Set up a trigger by specifying the conditions that will trigger the Zap.</li>
 <li>Test the trigger and ensure Zapier can retrieve data from Smartsheet. To proceed, click 'Continue with selected record'.</li>
 <li>Set up 'Notion' as the action app.</li>
 <li>Select an action event, such as 'Create Database Item' or 'Update Database Item.'</li>
 <li>Sign in to your Notion account and grant Zapier access.</li>
 <li>Select the action field from Smartsheet to Notion.</li>
 <li>By following these steps, you can effectively integrate Notion with Smartsheet, ensuring seamless data transfer and workflow management.</li>
</ol>

How to Integrate Notion with Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a45c3ab56e05a00feff00/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the '+Add apps' button.</li>
 <li>Search for 'Smartsheet' in the search bar and click 'Add'.</li>
 <li>Click 'Add to Slack'.</li>
 <li>Select 'Allow' to grant access to Smartsheet to your Slack workspace.</li>
 <li>You will be directed to the Smartsheet website and click 'Add to Slack' to proceed.</li>
 <li>That's it! You have successfully integrated Slack with Smartsheet, you can enhance your workflow by receiving real-time updates and managing tasks directly from Slack.</li>
</ol>

How to Integrate Slack with Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a45fdab56e05a00ff06ae/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Smartsheet' and select it from the recommended matches.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log in to your Smartsheet account.</li>
 <li>Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your input and test the Trigger.</li>
 <li>Choose the record you wish to use, then click 'Continue With Selected Record'.</li>
 <li>Following that, search for 'Aha!' and select it as the Action app.</li>
 <li>Next, tap the drop-down menu and choose the specific 'Action Event' you prefer to execute.</li>
 <li>Click 'Sign In' afterwards, then log in to your Aha! account.</li>
 <li>Subsequently, click 'Authorize' to agree to the terms and allow the required access.</li>
 <li>One by one, fill out the input fields with the necessary information.</li>
 <li>Once done, click 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your Smartsheet account will be integrated with Aha!.</li>
</ol>

How to Integrate Smartsheet with Aha!

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4600ab56e05a00ff06f0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Smartsheet' and select it from the recommended matches.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Click 'Sign In' afterwards, then log in to your Smartsheet account.</li>
 <li>Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your input and test the Trigger.</li>
 <li>Pick the record you prefer to use, then tap 'Continue With Selected Record'.</li>
 <li>Following that, search for 'Airtable' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and select the specific 'Action Event' you prefer to carry out.</li>
 <li>Click 'Sign In' afterwards, then log in to your Airtable account.</li>
 <li>Confirm the source and the Airtable workspace you wish to use. Once done, click 'Grant Access' to proceed.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Subsequently, click 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your Smartsheet account will be integrated with Airtable.</li>
</ol>

How to Integrate Smartsheet with Airtable

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4603ab56e05a00ff0732/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Smartsheet' and select it from the recommended matches.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log in to your Smartsheet account.</li>
 <li>Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your input and test the Trigger.</li>
 <li>Choose the specific record you want to use, then click 'Continue With Selected Record'.</li>
 <li>Following that, search for 'Google Sheets' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and pick the particular 'Action Event' you want to carry out.</li>
 <li>Click 'Sign In' afterwards, then log in to your active Google account.</li>
 <li>Subsequently, read the terms and click 'Continue' to grant the necessary permissions.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your Smartsheet account will be integrated with Google Sheets.</li>
</ol>

How to Integrate Smartsheet with Google Sheets

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4604ab56e05a00ff0754/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Miro dashboard, click on the three dots beside your Profile name, then select Miro Marketplace.</li>
 <li>Search for Smartsheet and click on it.</li>
 <li>Scroll down and select Run. Make sure to login to Smartsheet as well to integrate both accounts.</li>
 <li>Click Allow to grant access to Smartsheet.</li>
 <li>By following these steps, you should be able to successfully integrate Smartsheet with Miro, enhancing your team’s collaborative efforts and project management capabilities.</li>
</ol>

How to Integrate Smartsheet with Miro

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4607ab56e05a00ff0771/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Outlook's email, tap 'Apps' to get started.</li>
 <li>After that, click 'Get Add-Ins'.</li>
 <li>Search for 'Smartsheet' and choose 'Smartsheet For Outlook' from the recommended matches.</li>
 <li>Subsequently, click 'Add' to proceed.</li>
 <li>Click the 'Apps' button one more time to establish the connection.</li>
 <li>Following that, choose 'Smartsheet' from the available options.</li>
 <li>Tap 'Log In' and then sign in to your active Smartsheet account.</li>
 <li>Finally, click 'Allow' to accept the terms and grant the necessary permissions. Your Smartsheet account will be integrated immediately with Outlook.</li>
</ol>

How to Integrate Smartsheet with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a460aab56e05a00ff07aa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, tap the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Smartsheet' and then select it from the recommended matches.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log in to your Smartsheet account.</li>
 <li>Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, click 'Continue' to run your input and test the Trigger.</li>
 <li>One more time, tap 'Continue' to proceed further.</li>
 <li>Following that, search for 'Slack' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and pick the specific 'Action Event' you prefer to carry out.</li>
 <li>Click 'Sign In' afterwards, the log in to your Slack account.</li>
 <li>Subsequently, read the terms and click 'Allow' to grant the necessary permissions.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your Smartsheet account will be integrated with Slack.</li>
</ol>

How to Integrate Smartsheet with Slack

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a46f0ab56e05a00ff15f8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Trello" to set it as Trigger App.</li>
 <li>Choose a trigger event, such as "New Activity," "New Board," etc.</li>
 <li>Sign in to your Trello account, grant Zapier access, and click "Continue."</li>
 <li>Fill in the required fields as necessary.</li>
 <li>Select "Test trigger" to set up.</li>
 <li>Choose a board, then click "Continue with selected record."</li>
 <li>Search and select "Smartsheet" as the action app.</li>
 <li>Choose an event under Smartsheet.</li>
 <li>Login to your Smartsheet account, then click "Allow."</li>
 <li>After logging in with your Smartsheet account, click "Continue."</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click "Test step" to proceed.</li>
 <li>Click "Publish" to complete the integration.</li>
 <li>By following these steps, you can integrate Trello with Smartsheet using Zapier to enhance content management and productivity.</li>
</ol>

How to Integrate Trello with Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a477eab56e05a00ff1f52/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of available options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Zendesk' and select it as the Trigger app.</li>
 <li>Choose your preferred 'Trigger Event' afterwards.</li>
 <li>Following that, tap 'Sign In' to proceed.</li>
 <li>Provide the required information associated with your Zendesk account, then tap 'Yes, Continue to Zendesk'.</li>
 <li>Next, fill out the input fields with the necessary information to set up the trigger.</li>
 <li>Once done, tap 'Test'.</li>
 <li>Click 'Continue With Selected Record' afterwards.</li>
 <li>Following that, search for 'Smartsheet' and then select it as the Action app.</li>
 <li>Click the drop-down menu, then select your preferred 'Action Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Provide your Smartsheet user credentials and then click 'Sign In'.</li>
 <li>Subsequently, tap 'Allow' to agree with the terms and grant the necessary permission.</li>
 <li>Fill out the input fields with the necessary details to set up the action.</li>
 <li>Finally, click 'Test' to publish and activate the integration.</li>
 <li>After completing these steps, your Zendesk account will be integrated instantly with Smartsheet.</li>
</ol>

How to Integrate Zendesk with Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a47e0ab56e05a00ff2710/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, find and select a cell.</li>
 <li>After that, head over to the top menu bar and click the 'More Options' button.</li>
 <li>Tap 'Cell Linking' to proceed.</li>
 <li>Subsequently, choose the sheet that contains the cell you want to link.</li>
 <li>Go over the sheet, then select the cell you want to use as the source cell.</li>
 <li>Once done, click 'Create Link'.</li>
 <li>After that, the source cell from another sheet will be linked to the selected cell.</li>
</ol>

How to Link Cells in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a47ebab56e05a00ff2886/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, find and select the cell that contains the data you want to link.</li>
 <li>After that, head over to the top menu bar and click 'More Options'.</li>
 <li>Select 'Cell Linking' from the available options.</li>
 <li>Following that, find and choose the other sheet you want to connect to.</li>
 <li>Select the cell that contains the data you want to use as the source. You can select more than one if necessary.</li>
 <li>Once done, click 'Create Link'.</li>
 <li>After completing these steps, the data from one Smartsheet will be linked to another.</li>
</ol>

How to Link Data From One Smartsheet to Another

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4857ab56e05a00ff326a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, find the cells you wish to lock and then tap the column header above them.</li>
 <li>After that, click its corresponding 'Column Menu' button.</li>
 <li>Pick 'Lock Column' from the list of options.</li>
 <li>After completing these steps, the selected column will be locked, along with the cells under it.</li>
</ol>

How to Lock Cells in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4899ab56e05a00ff36cf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, find and select a workspace under All Workspaces.</li>
 <li>Following that, go to the left-side panel and click 'Add'.</li>
 <li>Hover your mouse cursor over the 'Sheet' option, then tap 'Gantt'.</li>
 <li>Come up with a unique name for your Gantt chart and enter it into the provided input field.</li>
 <li>After that, replace the text fillers with the actual data. Type them one by one into their respective cells.</li>
 <li>Finally, a Smartsheet Gantt chart will be created based on your input.</li>
</ol>

How to Make a Gantt Chart in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a493eab56e05a00ff427c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, head over to the top menu bar and click 'Automation'.</li>
 <li>Select 'Create From 'Scratch' from the available choices.</li>
 <li>After that, come up with a unique automation name and enter it into the provided input field.</li>
 <li>Tap the 'Trigger' menu to proceed.</li>
 <li>Subsequently, choose 'When a Date is Reached'.</li>
 <li>Right below it, tap the frequency menu.</li>
 <li>Select 'Custom' to specify your preferred mode of recurrence.</li>
 <li>Fill out the input fields according to your liking.</li>
 <li>Following that, review your input and click 'Done'.</li>
 <li>Go to the Conditions tab afterwards, then click the menu to set your desired source.</li>
 <li>Choose the field that contains the recurring task you want to use.</li>
 <li>Subsequently, tap the 'Value' menu and pick one from the given choices.</li>
 <li>Go to the Action tab, then select one from the list of options.</li>
 <li>Next, configure the Action settings based on your preference.</li>
 <li>Once done, tap 'Save'.</li>
 <li>After completing these steps, the recurring task in your Smartsheet will be created and enabled through automation.</li>
</ol>

How to Make Recurring Tasks in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a49acab56e05a00ff4965/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select the cell where you wish to merge data from the other cells and type an 'Equals' (=) sign.</li>
 <li>After that, select the first cell.</li>
 <li>Head back to your formula, then type a 'Plus' (+) sign.</li>
 <li>Subsequently, select the other cell.</li>
 <li>Once done, review your formula and press the 'Enter' or 'Command' key to run it.</li>
 <li>Resize the column where you merge the data from the selected cells. Simply head over to its header and adjust the divider as needed.</li>
 <li>Subsequently, navigate to the top menu bar and click 'Align Cell Content'.</li>
 <li>Pick 'Center' from the available options.</li>
 <li>After completing these steps, the data from the selected cells will be merged and centered.</li>
</ol>

How to Merge and Center Cells in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a49c4ab56e05a00ff4b6b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, select a cell and type an 'Equals' (=) sign to enter a formula.</li>
 <li>After that, tap the first cell that contains the data you want to combine.</li>
 <li>Go back to the cell with the formula and add a 'Plus' (+) sign.</li>
 <li>Subsequently, tap the other cell you want to merge.</li>
 <li>Review the formula, then press the 'Enter' or 'Return' key to run it.</li>
 <li>After completing these steps, the data from the selected cells will be merged into one cell.</li>
</ol>

How to Merge Data From Multiple Cells in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4acaab56e05a00ff5e96/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, find and open the document you want to publish.</li>
 <li>After that, go to the right-hand pane and click 'Publish'.</li>
 <li>Finally, configure the Publish Options based on your preference. Simply switch on the toggle button beside the access you want to enable. Take note that this feature is available to licensed Smartsheet accounts only.</li>
</ol>

How to Publish a Smartsheet Document

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4d1bab56e05a00ff8b88/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and click 'Search'.</li>
 <li>After that, type the name of the item you are looking for.</li>
 <li>Review the recommended matches and select one.</li>
 <li>Finally, the selected item will be displayed for viewing.</li>
</ol>

How to Search in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ee9ab56e05a00ffad6b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Hover your mouse cursor over the column header you want to edit, then click its corresponding 'Column Menu' button.</li>
 <li>Pick 'Sort Rows' from the list of options.</li>
 <li>After that, click the 'Sort Item By' menu.</li>
 <li>Choose one from the available choices.</li>
 <li>Subsequently, tick the radio button next to your preferred sorting format. You can select 'Ascending' or 'Descending' according to your liking.</li>
 <li>Repeat the same series of steps if you want to add more conditions.</li>
 <li>Once done, click 'OK' to apply the changes.</li>
 <li>After completing these steps, the rows under the selected column will be sorted based on your input.</li>
</ol>

How to Sort Rows in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a515bab56e05a00ffe129/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click the 'Launcher' button.</li>
 <li>Select 'Data Shuffle' from the available choices.</li>
 <li>Finally, you can now access the Data Shuffle dashboard and use it to transfer data from external sources. Just make sure that you have an active subscription to enable this tool on your end.</li>
</ol>

How to Use Data Shuffle in Smartsheet

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5255ab56e05a00fff757/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Smartsheet's main dashboard, head over to the left-side panel and click 'Create'.</li>
 <li>After that, click 'View All Templates' in the top-right corner.</li>
 <li>Tap the drop-down menu to access the template collection.</li>
 <li>Subsequently, pick 'Project Management' from the list of options.</li>
 <li>Browse the given selections, then choose the specific template you want to use.</li>
 <li>Following that, click 'Create From Template' to proceed.</li>
 <li>Access the document and replace the text fillers with the actual content related to the project you want to manage.</li>
 <li>Next, use the options in the top menu bar to customize the format of your content.</li>
 <li>Head over to the left-side panel, then choose the other items under the selected template. Repeat the same series of steps to add the necessary details and customize its default format according to your liking.</li>
 <li>Finally, review your input and click 'Share' to bring your team members on board. Once done, you can start integrating your sheet into the workflow and use it for managing your project.</li>
</ol>

How to Use Smartsheet For Project Management

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5257ab56e05a00fff774/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's Grid View, head over to the top-right corner and click 'Share'.</li>
 <li>Choose 'Workspace' afterwards.</li>
 <li>Following that, type the name or email address of the user you want to bring on board and select the profile from the suggested results.</li>
 <li>Subsequently, click the permission menu and choose the type of access you want to set.</li>
 <li>Repeat the same series of steps if you wish to add more. Once done, click 'Share'.</li>
 <li>After completing these steps, the new team member will be added to your Smartsheet workspace. You can now use this platform to distribute tasks, communicate, and collaborate.</li>
</ol>

How to Use Smartsheet for Team Collaboration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a52cbab56e05a00000158/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Smartsheet's project, find and select the cell that contains the text you want to wrap.</li>
 <li>Following that, head over to the top menu bar and click 'Wrap'.</li>
 <li>After completing these steps, the text in the selected cell will be wrapped.</li>
</ol>

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