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Sheets vs Workspace
New User: Confused do I setup Sheets or Workspaces. 7 companies, coworkers share documents and scheduled tasks. Do we set up both?
Comments
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Think of Workspaces as folder on Box/Dropbox/Google Drive and Smartsheets as excel files.
When you share permissions to a workspace, they have access to all of the sheets in that workspace. You can give someone view access to the workspace, and then editor access to a single sheet, as well. Or, you can put sheets in a workspace for your benefit and then invite people to each sheet as needed. Choice is yours.
My company does workspaces per project.
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If you have multiple sheets that many users will need access to, Workspaces are definitely the easiest way to administer, rather than having to share each individual sheet. Another administrative trick that I learned through experience is using groups for collections of like users that need access to various Workspaces. These two items well-thought out can definitely streamline your administrative burden!
Steve
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I keep everything shared with more than one other user in a workspace. Usually, a single sheet can be the source for multiple reports. Rather than creating and sharing these reports individually, I just create them in the same workspace allowing all to have access to the data they want/need. I tend to keep my own personal sheets for my work inside my own space.
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Thank you. That perfectly explains the concept
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Thank you. With experience, I definitely understand the system has more potential that I am initially considering for my purposes.
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Thank you. I was curious about how to divide those items so they were accessible by others and to still maintain privacy for those I need for personal reference. That definitely addresses my concern.
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Yes, you can keep your own sheets outside of workspaces, and just in "Sheets" if you want to keep them private. I usually just create folders within my Sheets section for my own use.
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Seems to me sheets and workspaces can pretty much do the same thing - am I wrong? You can upload files to anything in either, so not sure why there are 2 different things if you have the same capability with both.
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Yes.
A Workspace is a collection of Sheets, Reports, Folders, and Templates.
The Sheets area is also this, but the organization is personal, not dependent on how others may be viewing.
Workspaces can be shared as a whole, anything in the Sheets area is shared one-by-one.
Craig
