What is Smartsheet?
Smartsheet is a web-based task and project management tool that adds to our collaboration portfolio. Using a spreadsheet as the underlying tool, you can create a list of tasks and then associate attachments, discussions, and links with any entry. Tasks can be displayed in list, calendar, or Gantt chart views. You can share your "sheet" (edit or view rights), receive change alerts, set reminders, and create custom reports. Smartsheets provides an array of templates. Data can be collected using their Web Forms (similar to Google Forms). And, Smartsheet integrates with Google Apps, including Google Drive and Calendar. Read more.
How can I access it?
You can log in to Google Applications and locate the App Launcher icon that appears at the top right of any Google App browser window. You may have to scroll down to see the Smartsheet icon.
Where can I get help?
- Smartsheet Help Center includes videos and examples of how to use the product. After logging in, click the Help link in the upper left part of the window.
- Email: [email protected].
How can I share my sheet to another person?
- Share a sheet
- Change the owner
- For bulk Smartsheet sheet ownership changes, please contact the IT Help Desk at x4357.
What about Templates?
Why would I need to upgrade to the Business Plan?
You would need to upgrade to the Business Plan if you plan on owning sheets, creating sheets, or if you need access to Smartsheet features such as the dashboard, activity log, charts and graphs, automation, etc. Once you have been assigned a license, you will receive an email invitation from Smartsheet, until you approve the license your sheets will be read-only.
Do I need a license to edit sheets or to add attachments?
No, you do not need a license to edit the data in the sheets that have been shared with you or to add attachments. You only need a license to own and create new sheets. However, as an unlicensed user, you will not be able to edit the structure of the sheet, for instance, modifying columns. Anyone who has been shared the sheet or workspace (Viewer, Editor, Admin) can view and download the attachments. Everyone except Viewers will be able to add, edit, or delete attachments.
