New in Smartsheet: Copy Workspaces, Share Reports, and Streamline Work on Mobile

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New in Smartsheet: Copy Workspaces, Share Reports, and Streamline Work on Mobile

Copy and reuse your best work with just a couple of clicks. Smartsheet’s newest features allow you to work smarter by jump-starting new projects without re-creating anything.

Copy folders and workspaces, send powerful reports to anyone without sharing underlying sheets, and access more time-saving features on mobile.

Here are three new ways to reuse your work: 

Copy Workspaces, Complete with Cell Links 

 

Copy your best folders and workspaces to make any project repeatable. Start new without re-creating anything -- Smartsheet automatically copies over all of your reports and linked cells for you. No more manual copying and pasting. 

To copy a folder or workspace:  

  1. Go to the Home tab
  2. Select the workspace or folder you want to clone
  3. Right-click and select “Save As New
  4. Choose the items you want to keep in your new folder or workspace
  5. Select “OK


Cell links that are pointing to a sheet included in the folder or workspace that you are copying will be automatically remapped. As a result, the new cell links will point to copies rather than the originals. 

See one of the ways customers are getting value from using linked sheets in this new video: 


 

 

Create Reports to Share with Anyone

 

Highlight key information from your sheets in a report and share it to anyone (even non-Smartsheet users) with a simple URL link. Reports are created without sharing the underlying sheets and viewers don’t need to login to Smartsheet to access the report, letting you share your work more broadly and keep everyone up to date. 

To share reports:

  1. Open the report you’d like to share
  2. Click the Publish button on the bottom of your report
  3. Click Get Link to generate a link for your report to share with anyone

 

Shift Seamlessly Between Mobile and Desktop

 

Three new iOS and Android Smartsheet mobile app features - applying filters, adding symbols, and accessing favorites -  keep your work consistent across all devices and helps smooth the transition as you move between desktop and mobile. 

Filters

The Smartsheet mobile app can now apply filters to the sheet grid, so you see the same rows on your mobile device that you do on your desktop.    

To filter your sheet on iOS or Android:

  1. Open a sheet with a filter defined on the desktop
  2. Tap the filter icon on the lower toolbar
  3. Tap Turn Filter On

 

Symbols

Both the iOS and Android apps support all of the new symbols available on your desktop.  

To edit columns and add symbols on iOS and Android:

  1. Click the Sheet Menu, which looks like three dashes, in the upper right-hand corner
  2. Select Edit Column Properties 
  3. Modify the columns and their types as needed.  The new symbols are available under the Symbols Column Type

 

Favorites

Access your favorite sheets faster with your Favorites list on mobile, located just below the Recent Items section of the home screen on iOS and Android.  

To add or remove items from favorites on iOS and Android:

  1. Press and hold an item you’d like to add or remove from your Favorites list
  2. In the menu, tap ✮ on iOS and tap Add / Remove from Favorites on Android


With these new features, your best work lives on. Stay tuned for more Smartsheet improvements in the next feature release. 

 

 

Comments

Thanks

You guys should put this project budget template in Finances! ;)

RE: Thanks

Emily Esposito's picture
Hi there -- Thank you for your feedback. That's a great idea! I'll check in with the Product team about this. In the meantime, we do have a Department Budget template that may be useful! (http://www.smartsheet.com/solutions/department-budget). Best, Emily

Hiding rows

I would like to hide rows. I know you can do it with columns, but is there a way to do it with rows so that the spreadsheet doesn't become unmanageable (too large)

RE: Hiding rows

Emily Esposito's picture
Hi Liz, great question. Row filters are a good way to view only the rows containing selected values. Rows that don't meet the criteria will be hidden until you remote the filters. Here's more information on creating filters: http://help.smartsheet.com/customer/portal/articles/504659-filtering-columns. Best, Emily

Blackberry App

when are you going to do a blackberry app?

RE: Blackberry App

Emily Esposito's picture
Hi Brendon, thank you for your comment. We do not currently have plans to develop a Blackberry app, however with the newest version of Blackberry OS X, you can download the Android app from the Amazon app store (more info here: http://help.smartsheet.com/customer/portal/articles/1256364 ). Best, Emily

New Feature

The resource plan in Smart sheet is not very user friendly. If there is more than one resource working on a task you have to make two rows of the same task. This become complicated when transporting to and from Microsoft Project.

RE: New Feature

Emily Esposito's picture
Hi Tavier, thank you for sharing your experience with us. I have passed along this feedback to our Product team for future consideration. Best, Emily

Private rows

It would be nice to have the feature of declare a row as private for the project owner o viewable for specific users.

RE: Private rows

Emily Esposito's picture
Hi Leonardo, we appreciate your feedback. I've passed along your comment to our Product team for future consideration. Thank you, Emily

Autofill Columns

We have a master document where we place new events as they come in. Is there a way to autofill columns to other smartsheets so our other departments get this information as it gets confirmed and added to the master? Thanks

RE: Autofill Columns

Emily Esposito's picture
Hi Michaela, with Cell Links, you can roll up several projects into a summary sheet by linking cells across sheets. When the information is updated in the source sheets, the summary sheet is automatically updated for everyone. Here's more info: https://www.smartsheet.com/product-tour/cell-linking. Best, Emily

Importing MS Project

Is there a plan to increase the "import file size" parameter for MS Project files?

RE: Importing MS Project

Emily Esposito's picture
Hi Mike, at this time, we do not currently have any plans to increase the import file size. However, I have forwarded this feedback to our Product team. Best, Emily

great

i love it, it makes my work easier.

Dependency on iOS

When are we going to be able to modify dependency on iOS apps ? This is a game breaker for us, we are waiting for this before we get a paying account with you.

RE: Dependency on iOS

Emily Esposito's picture
Hi Etienne, thank you for sharing your feedback (I've shared it with the mobile team). We can tell you that this is the primary focus of the whole mobile team - we've already released the first steps to enabling predecessors on iOS and we're working hard to get the next steps out the door as quickly as possible. You can check our product roadmap for any future announcement about this: http://www.smartsheet.com/product-roadmap. Best, Emily

Great

This app make my life easier. Thanks to this one :)

How to manage capacity resource planning?

Please I would like to use this tool as a resources planning in order to allocate task to resource and to have a full view on the Task / resources and the overload; in order for me to reallocate to other resource that are not overloaded. to have a consolidate view in easy way to manage task allocation and resources. Regards, Kevianh.

RE: How to manage capacity resource planning?

Smartsheet Community Manager's picture
Kevianh, thank you for reaching out for assistance. Have you tried the resource management page and tutorials? Visit https://www.smartsheet.com/resource-management-getting-started – If additional help is needed, another helpful resource is the Smartsheet community page at community.smartsheet.com – Lastly, if there is a need for a "consolidate view" that is not currently available, let us know and we will notify the product team. Thanks again! - The Smartsheet team.

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