Smartsheet Glossary

Sergio Villegas

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.

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

1. 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.
2. Row: A horizontal section within a sheet where you can input data.
3. Column: A vertical section within a sheet that categorizes data by type, such as text, number, dropdown, etc.
4. Cell: The intersection of a row and a column where data is entered.
5. Workspace: A shared folder where you can organize sheets, reports, and dashboards. It allows for collaboration and centralized storage of related items.
6. Dashboard: A customizable display for visualizing key metrics, reports, and data summaries using widgets like charts, graphs, and images.
7. Report: A filtered view of data from one or more sheets that can display specific rows or columns based on set criteria.
8. Template: A pre-built sheet or project structure that can be used as a starting point.

Functionality Terms

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

Data and Collaboration Terms

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

Advanced Terms

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