Discussions - Smartsheet Community

nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Browse Member Tips

HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
Speedometer Chart: Core Product
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…

See all

Recent Discussions

Introducing CLI Power Tools: Open-source Claude Code agents that turn Smartsheet's depth into your AI advantage
April 30, 2026 Today we're releasing CLI Power Tools — a free, open-source pack of three Claude Code agents purpose-built against the Smartsheet MCP Server. They install in 60 seconds, run in the terminal or from the Code Tab in Claude Desktop, and turn three of the most time-consuming project management tasks into…
We want to hear from you: How are you using the Smartsheet connector for Claude?
Hello, The Smartsheet connector for Claude was recently released, and we'd love to hear how you're using it — whether you've made it part of your regular workflow or just kicked the tires once. Drop a comment below, or share a short video testimonial, with your experience. Specific use cases are especially helpful. Share…
How are you using Smartsheet's API with the Claude connector integration?
I'm curious to see how others are utilizing Claude Coworks, automations and reviews or otherwise with their Smartsheet in order to work more efficiently alongside the capabilities Smartsheet already houses. I know the answer possibilities are never-ending, so I'm really excited to hear what magic you've all been able to…
Dashboards Storytelling and Executive Insights
I work in an Enterprise PMO where Smartsheet is our project and portfolio management (PPM) tool. It was custom built for our organisation, and the Enterprise PMO maintains it (controls the templates, building reports, fixing issues, and supporting users), while project teams update their own project data. Over the years,…
Analyze, translate, and summarize your sheet data instantly with AI-powered Smart Columns
May 28, 2026 Eliminate manual data processing and get instant insights into your data with Smart Columns. Instead of spending hours manually categorizing feedback, translating individual cells, or summarizing updates, Smart Columns bring the power of AI directly into your sheets, so you can synthesize and transform data at…
ISO 8601 date format
The ISO 8601 standard defines an internationally recognised format for representing dates and times, ensuring logical ordering from the largest to the smallest unit (YYYY-MM-DD). This system eliminates regional confusion and guarantees that dates sort accurately as text. Considering agentic solutions such as Copilot…
Smartsheet Connector to Co-Pilot
I am testing out the Smartsheet co-pilot connector and Co-Pilot tells me in its response that the response it is giving me is limited. Has anyone else come across this? I want Co-Pilot to be able to use all the data in Smartsheet to be able to complete answer questions considering all data that is available.
Turn your data into a tailored dashboard instantly with the help of AI
May 19, 2026 You can now turn your data into dashboards instantly with the help of AI. Use natural language to describe what you’d like to create, select your sheets, and AI will handle the manual setup on your behalf. You’ll see charts with insights tailored to your request, giving you clarity without the time-consuming…
Are AI tools available for everyone?
Hi I recently saw the AI tools showcased on the Smartsheet website, but I can’t find them in my workspace. Are these features available to all users, or do they require a specific plan or additional payment to access? Additionally, could you please provide more information about the new features included with this…
AI-powered natural language filtering in search now generally available!
April 30, 2026 Searching inside Smartsheet is now faster and more intuitive with AI-powered natural language filtering. Just type what you’re looking for — such as an asset type (for example, “form” or “row”) or a time range (like “last year,” “last 180 days,” or “2024”) — and your query is automatically converted into a…
MCP NEW: CLI Power Tools Is Growing — Daily Cadence Pack Now Available
Hey dev friends, If you missed it last week — we open-sourced a growing library of Claude Code agents built against the Smartsheet MCP server, called CLI Power Tools. Each agent is a single-purpose tool you can run from your terminal to read, analyze, or draft content from your Smartsheet data. No UI, no manual copy-paste,…
A guide to help identify courses with new features training (eg AI)
For people who have done the old course it would be great to have guide for what lessons /videos have new content and features. eg the dashboards with AI. This was not in the core app / BoA cert course.
MCP NEW: Introducing CLI Power Tools: Open-source Claude Code agents that turn Smartsheet depth into your AI advantage
Today we're releasing CLI Power Tools — a free, open-source pack of three Claude Code agents purpose-built against the Smartsheet MCP Server. They install in 60 seconds, run in the terminal or from the Code Tab in Claude Desktop, and turn three of the most time-consuming project management tasks into conversational…
AI auto-fill makes mobile forms faster and easier to complete
April 30, 2026 Say goodbye to tedious mobile form-filling. The new Intelligent Mobile Forms Fill feature allows users to complete Smartsheet forms using voice commands instead of manual typing. Simply tap the microphone icon, speak the information naturally, and the AI populates the appropriate fields automatically. All AI…
I just shipped v1.0 of an open-source AI agent that lets you talk to your sheets — 73 tools, 80 formulas, BYOT, MIT licence
Hi everyone 👋 I've been a Smartsheet power user since 2013 and last month I finally caved on a side-project I'd been daydreaming about for years: stop clicking, start talking to my sheets. Today I'm releasing v1.0.0 of Talk to Your Smartsheet — a community-built, MIT-licensed AI agent that speaks the Smartsheet REST API…
Connect any MCP-compliant AI tool to your Smartsheet data with the new MCP Server
March 24, 2026 The Smartsheet MCP Server is now generally available — and we're excited to see what you build with it. If you've ever wanted to ask an AI tool a question about your live Smartsheet data and get an intelligent answer back, that's exactly what this enables. The MCP Server is an open integration layer built on…
Connect your Smartsheet data to Claude to get real-time insights and take action
March 2, 2026 You can now connect Smartsheet directly to Claude through our new MCP Server integration, enabling you to get real-time insights, understand project health, and take action on your work, all through conversation. Claude securely accesses live sheet data to analyze task progress, overdue items, and key risks —…
AI In Tables
I'm trying to look into using the AI tools for generating formulas on my enterprise acct. Is there a reason why it wouldn't be showing in my resources on the right side of the table?
Faster form submission with intelligent form fill, now generally available!
February 4, 2026 We’re making it faster and easier than ever to complete a Smartsheet form with intelligent form fill. Using AI, forms can now both capture and understand your submissions. Speak your responses, and intelligent form fill will automatically map your responses to the correct fields. Form submission is faster,…
Bridge Workflow Export
I have just recently found use cases where I needed Bridge. I created a sheet with unpivotted data. I have a love/hate relationship with the tool for now. I really like flexibility and power, what I don't like is how difficult it is to troubleshoot and in some ways manage the workflows. Seems to be some sensitive points…

Welcome!

It looks like you're new here. Sign in to post and engage.