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Smartsheet Tutorial: Getting Started


What is Smartsheet?

Smartsheet is a cloud-based work execution platform that blends spreadsheet functionality with project management, collaboration, and automation tools. Teams use Smartsheet to track and manage various types of work efficiently.

Getting Started

1. Creating an Account

  • Visit: www.smartsheet.com

  • Click “Try for Free” or “Sign Up”

  • Choose between an individual or business account

  • Complete the registration process

2. Understanding the Interface

Upon logging in, you'll see:

  • Home – Your dashboard overview

  • Templates – Access to pre-built sheet templates

  • Recent – Recently accessed sheets

  • Shared – Sheets others have shared with you

Creating Your First Sheet

Option 1: Using a Template

  1. Click “Templates” in the left sidebar

  2. Browse or search for a template

  3. Click “Use Template” on your chosen design

  4. Customize it for your needs

Option 2: Starting with a Blank Sheet

  1. Click the “+” button (top right)

  2. Select “Sheet” > “Blank Sheet”

  3. Name your sheet and click “OK”

Basic Sheet Components

Columns

  • Types: Text/Number, Date, Dropdown, Contact List, etc.

  • Add a Column: Right-click a column header → Insert Column Right/Left

Rows

  • Represent tasks or items

  • Use indentation to create task hierarchies

Cells

  • Hold your data

  • Can include formulas, attachments, or comments

Essential Features

1. Sharing & Collaboration

  • Click “Share” (top right)

  • Add email addresses

  • Set user permissions: Admin, Editor, Viewer, etc.

  • Add an optional message

  • Click “Share Sheet”

2. Attachments

  • Right-click a cell

  • Select “Attach File”

  • Upload from your computer or cloud services (Google Drive, Dropbox, etc.)

3. Comments

  • Right-click a cell

  • Choose “Add Comment”

  • Type your message and @mention teammates

4. Conditional Formatting

  • Select cells, columns, or rows

  • Click “Conditional Formatting”

  • Define rules and formatting (colors, icons, etc.)

Project Management Views

1. Gantt View

  • Go to View → Gantt

  • Set start/end dates

  • Visualize task dependencies

2. Calendar View

  • Go to View → Calendar

  • Choose the date field for display

3. Card View (Kanban)

  • Go to View → Card

  • Choose a column to group by for a Kanban-style layout

Automation Tools

1. Alerts & Notifications

  • Right-click a cell or row

  • Choose “Alert/Reminder”

  • Set alert conditions and timing

2. Automated Workflows

  • Click “Automations” in the toolbar

  • Use pre-built workflows or create custom ones

  • Define triggers and actions

Mobile App

  • Available on iOS and Android

  • Access and edit sheets anytime

  • Get real-time notifications on the go

Tips for Beginners

  1. Use templates to get familiar quickly

  2. Click the “Help” (?) icon for support

  3. Explore Smartsheet University for free training

  4. Start small—begin with simple projects

  5. Learn and use keyboard shortcuts to save time


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