Smartsheet Collaborative Work Management Cheat Sheet

Updated 2026-03-18

Smartsheet is a cloud-based collaborative work management platform that combines spreadsheet-like functionality with project management tools, enabling teams to plan, track, automate, and report on work. Unlike traditional spreadsheets, Smartsheet integrates multiple views (grid, Gantt, calendar, card), automated workflows, real-time collaboration, and rich visualizations — making it a unified platform for managing projects, programs, and processes at scale. The platform's strength lies in bridging the gap between technical and non-technical users, offering both no-code automation for business users and robust APIs for developers.

What This Cheat Sheet Covers

This topic spans 24 focused tables and 146 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.

Table 1: View TypesTable 2: Column TypesTable 3: Core Formulas and FunctionsTable 4: Cross-Sheet ReferencingTable 5: Automation WorkflowsTable 6: Automation ActionsTable 7: Report TypesTable 8: Dashboard WidgetsTable 9: Gantt Chart and DependenciesTable 10: Forms and Data CollectionTable 11: Hierarchy and StructureTable 12: Resource ManagementTable 13: Proofing and ApprovalsTable 14: Sharing and PermissionsTable 15: Workspaces and OrganizationTable 16: Collaboration FeaturesTable 17: Conditional FormattingTable 18: Filtering and SortingTable 19: Advanced FeaturesTable 20: Mobile App FeaturesTable 21: IntegrationsTable 22: Locking and ProtectionTable 23: Publishing and EmbeddingTable 24: Templates

Table 1: View Types

View	Example	Description
Grid View	`Spreadsheet-like rows/columns` `Task Name \| Owner \| Status`	• Default spreadsheet-style view • supports formulas, hierarchies, and conditional formatting for detailed data entry and manipulation.
Gantt View	`Timeline bars with dependencies` `Task A → Task B (FS)`	• Visualizes project schedules with task bars on a timeline, showing dependencies, critical path, and baselines • automatically updates when dates change.

Table 1: View Types

View	Example	Description
Grid View	`Spreadsheet-like rows/columns` `Task Name \| Owner \| Status`	• Default spreadsheet-style view • supports formulas, hierarchies, and conditional formatting for detailed data entry and manipulation.
Gantt View	`Timeline bars with dependencies` `Task A → Task B (FS)`	• Visualizes project schedules with task bars on a timeline, showing dependencies, critical path, and baselines • automatically updates when dates change.