Getting started for new free users

You've been invited as a free user to view or edit work in Smartsheet. With this quick start guide you’ll learn the basics to collaborate and manage your work.

Welcome to Smartsheet

As a free user, you can edit, view, or share work. Here’s a quick video to help get you started.

Views bring progress to life

Visualize your work easily in Gantt, card, or calendar view. Smartsheet is flexible to fit your working style – however you accomplish your very best work.

Change views

Share, collaborate, connect

Sharing is at the core of Smartsheet, ensuring that internal and external stakeholders can see the latest information, updated by the right people, at the right time.

Launch Smartsheet

Work stays in context with attachments

Attach files in rows to keep everything in one place. You can upload contracts, photos, documents, and more directly, or use our integrations with Box, Dropbox, OneDrive or Google Drive.

Attach files

No detail is lost with Conversations

Use Conversations to communicate with your team and keep one single source of truth. Document decisions, provide feedback, and capture updates alongside all the relevant pieces of your work.

Use Conversations

Automate work processes

Put simple and powerful automation workflow rules to work in a matter of minutes. Get reminders before tasks are due, prompt users to provide updates, and automate repetitive work steps.

Automate processes

As a free user, you can edit, view, or share work.

If you’d like to create and manage your own work, you’ll need to upgrade your account to a paid plan.

Upgrade now

Manage your work

Now that you know the basics, using Smartsheet to manage your own work is easy.

Create your own sheet

Create a sheet

Share your sheet

Start sharing

Visualize your work

Start now

Our team is here to help!

  • High-value onboarding, consulting, and solutions
  • Plans, pricing, and premier support

Now that you’ve mastered the fundamentals of Smartsheet log in to kickoff more projects and automate work processes. Make sure to check out our premium features like dashboards, Activity Log, and automated actions that are available on select plans. To see a list of plans where this functionality is not available, see our discontinued Smartsheet plans.

 

Upgrade now