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Best Practices on Managing Changes to Smartsheet Items
Hi all, My organization uses smartsheet to manage our projects and we're are currently running dozens of projects out of it. We use standard templates we built for our projects that include: sheets, reports, and dashboards. Every time a new project starts up we make copies of those templates and tailor it to the project.…
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Community Category: Best Practice
Welcome to the Best Practice Category in Community! With so many great discussions happening we see incredible solutions being built out by our members. This category is a place to find creative solutions, tips and tricks, and best practices. The Smartsheet Community Team will collect nominated posts and put them here in…
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Difference between managed and unmanaged resource in Resource management
Hello everyone, I’ve recently started to use Resource management in Smartshet and I’m still learning how to fully take advantage of its functionalities. I have a few questions, because som things are bit unclear for me and I hope that community can help me. I understand that there are three types of users in resource…
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Help Article updates May 2025
Hello Community, We’ve published the following new content: Column links overview Create column links Manage column links Dynamic View best practices To view the entire catalog of help articles, visit the Help and Learning Center. Were the articles helpful? Let us know by providing feedback for each article.
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Chart widget with AI - Static or Dynamic?
Curious if anyone has had luck with creating charts using AI and adding them to their dashboard and the chart updates when refreshed with data changes in their sheets?
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What would be the most effective way to add annotative data to a grid view?
Hi all, long time listener and first-time caller, I was unable to physically select the "best practices" category, so this goes here. I work for a home builder, and we have a specification grid we utilize in multiple divisions that are placed around the country. The "spec grid" is organized into each division having their…
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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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March 2025 - Help Article Updates - Control Center Best Practices
Hello Community, Check out Control Center Best Practices, a new resource to help you build scalable solutions in Control Center. Some topics include: Programs vs blueprints Design your intake sheet Dynamic Report Scope To view the entire catalog of help articles, visit the Help and Learning Center. Were the articles…
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Smartsheet Backup and Recovery
We would like Smartsheet to provide a mechanism to do a full backup and restore of related files. While a step in the right direction is the ability to restore to a previous version of a sheet, we find that in an integrated environment, this would not be sufficient: We have a single worksheet that drives multiple reports…
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Best Practice: Intake Sheet & Secondary Sheet when 2-way sync is needed
We're working on a solution for a department that is similar to Uber without the bells and whistles. A call comes in when there's bad weather, a city employee "aka Dispatcher" looks to see who is available in our list of drivers and assigns them to pick the employee up. I think my question is pretty simple? I'm having…