Collaboration in Smartsheet (Saving)

Hello,


I am just wondering what is the best way to work in collaboration on smartsheet.


Currently when multiple users are working in the same sheet and one clicks save the other users data is lost! How do I prevent this from happening. What is the best way to guide the teams on how to work with each other effectively.


Thank you for you help,


Luke

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @lukasrobbo97

    I would suggest providing your users with this Help Article that gives tips and tricks on collaboration: Work With Multiple People on a Sheet at the Same Time

    My personal advice would be to Save often, especially if you see that other people are viewing the sheet. When you see the little refresh arrow appear near the Sheet Name, save and refresh so you can see what adjustments other users have made.

    Cheers,

    Genevieve