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Suggestions? How to manage/track the Smartsheet workspaces and sheets?

Jim Jeffcoat
edited 12/09/19 in Archived 2016 Posts

Our SS environment is growing rapidly. Any suggestions or tips when it comes to managing all the sheets. I'm thinking about building a sheet registration Smartsheet that captures who reuested the sheet, when, purpose, department, owner.....etc.... 


Has anyone done anything like this in the past?







  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭



    A System Admin can download the Sheet Access Report (via User Management).

    While it lists all sheets by who has access to them, what I use it for (or did so in the past) is to get a list of all the sheets.

    Unfortunately, it does not list the structure (workspace/folder) but it is a start.


    This will also tell you who owns each sheet.


    It is very easy to let the cleanup duties slide (I am constantly fighting this battle until I start running out of sheets again).


    Another thing I do is have a single sheet for each project / client that describes what the sheets/templates/report are intended to do, why they are there, and if they are likely to be something that will be temporary.


    I hope this helps.


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