Smartsheet Glossary

I would have loved if there was a Glossary of Smartsheet terms (instead of having to Google them, one by one) back when I was in Training. Quick definitions of terms such as API, Workflow, Assets, Connectors, etc.

Sign in to vote!

Find more posts tagged with

Idea Submitted

Comments

CBryan

Agreed. I am trying to put together training materials for coworkers. A glossary would be very helpful.

KMC110

Agreed! Also in the same boat of putting together training materials and would love a glossary.

NeilKY

If anyone creates one please share it with me :)

Here are a few resources Smartsheet offers:

The Complete Glossary of Project Management Terms |Smartsheet

Project Management Guide | Smartsheet

Content Automation glossary of terms | Smartsheet Learning Center

Ultimate Dictionary of Agile Terminology | Smartsheet

Short Smartsheet Terms Glossary | Smartsheet

HolleySerpa

General Terms

Sheet: A grid-based file where you can manage tasks, projects, and other information. It functions similarly to a spreadsheet but includes additional collaboration and automation features.
Row: A horizontal section within a sheet where you can input data.
Column: A vertical section within a sheet that categorizes data by type, such as text, number, dropdown, etc.
Cell: The intersection of a row and a column where data is entered.
Workspace: A shared folder where you can organize sheets, reports, and dashboards. It allows for collaboration and centralized storage of related items.
Dashboard: A customizable display for visualizing key metrics, reports, and data summaries using widgets like charts, graphs, and images.
Report: A filtered view of data from one or more sheets that can display specific rows or columns based on set criteria.
Template: A pre-built sheet or project structure that can be used as a starting point.

Functionality Terms

Automation Rules: Predefined workflows that trigger actions like reminders, updates, or notifications based on certain conditions.
Conditional Formatting: Rules that apply specific formatting (like colors) to rows or cells based on their content.
Filters: Tools to view only specific rows in a sheet based on set criteria. Filters don’t delete data—they only hide irrelevant rows.
Forms: Web-based forms linked to a sheet for collecting data from users. Responses populate the sheet in real time.
Attachments: Files that can be uploaded directly to rows, sheets, or workspaces.
Comments: Notes or conversations tied to rows or sheets for collaboration.

Data and Collaboration Terms

Shared Users: Team members or collaborators who have been granted access to a sheet, report, or workspace.
Permission Levels: Levels of access that determine what users can do (e.g., Viewer, Editor, Admin).
Primary Column: The main column in a sheet that acts as the unique identifier for rows, often used for task names or titles.
Row Hierarchy: The ability to indent rows to create parent-child relationships, useful for organizing tasks or projects.
Cross-Sheet References: Links between data in different sheets, allowing for data consistency across projects.
Cell Linking: A way to connect cells between sheets so updates in one cell reflect in another.

Advanced Terms

Gantt Chart: A visual timeline that represents tasks or projects in a bar chart format, commonly used for project management.
Card View: A kanban-style view of data in a sheet, where rows are displayed as cards.
Calendar View: A way to display rows with date information as events on a calendar.
Resource Management: A set of tools for tracking team members’ availability and workload across projects.
Sheet Summary: A section for capturing metadata or high-level details about a sheet, often used for reporting.

Quick Links

Trending ideas

Resource Management Plan Settings in Control Center - add Client and Project Code fields
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
WorkApp Analytics
I’d like to see user analytics for WorkApps. I’ve checked the user report available in the Collaborator Pack, but it only shows how many times someone has clicked into the WorkApp each month. I’d like to know: Which resources (dashboards, sheets, forms, etc.) are getting the most traffic? Where are people spending their…
Attachments in Cells
I rely heavily on Smartsheet’s Document Generation. However, this workflow is currently dependent on having photos stored inside cells, since row attachments alone cannot be used directly in document generation.. If Smartsheet allowed attachments to be displayed as thumbnails in cells (as a reference), document generation…