Smartsheet is a cloud-based intelligent work management platform that combines spreadsheet-like functionality with project management tools, enabling teams to plan, track, automate, and report on work at scale. Unlike traditional spreadsheets, Smartsheet integrates multiple views (grid, table, Gantt, calendar, card, board, timeline), AI-powered automation, real-time collaboration, and rich visualizations — making it a unified platform for managing projects, programs, and processes enterprise-wide. The platform's strength lies in bridging the gap between technical and non-technical users, offering both no-code automation for business users, robust APIs for developers, and an expanding suite of AI features under the Intelligent Work Management vision.
What This Cheat Sheet Covers
This topic spans 27 focused tables and 176 indexed concepts, 133 flashcards. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
A jump-to index of every table row in this cheat sheet.
An interactive map of every table and concept in this topic.
Table 1: View Types
Smartsheet offers seven distinct views, all synchronized from the same data source so switching views never changes your data. Choosing the right view for your audience and workflow — project plan vs. visual board vs. roadmap timeline — is the first decision in any effective Smartsheet solution.
| View | Example | Description | |
|---|---|---|---|
Modern spreadsheet with real-time collabContinuous save, AI tools, cell-level formulas | • Modern replacement for Grid View — same spreadsheet-style layout with faster performance, real-time continuous save, AI tools access, cell-level formula editor, and improved collaboration • Smartsheet's recommended default view going forward. | ||
Classic spreadsheet-like rows/columnsTask Name | Owner | Status | • The original spreadsheet-style view • supports formulas, hierarchies, and conditional formatting • still required for some legacy operations (Resource Management settings, publishing). | ||
Timeline bars with dependenciesTask A → Task B (FS) | • Visualizes project schedules with task bars on a timeline, showing dependencies, critical path, and baselines • automatically updates when dates change; requires at least two date columns. | ||
Kanban lanes with real-time drag-and-dropTo Do | In Progress | Done | • Enhanced Kanban board — the modern evolution of Card View with real-time collaboration, automatic saving, up to 14 fields per card, lane-specific scrolling, and subtask relationships • designed for agile workflows and team stand-ups. | ||
Horizontal roadmap bars and milestonesPhase 1 ▬▬▬ Phase 2 ◆ Milestone | • Displays date-based work chronologically on a horizontal timeline — bars for multi-day items, diamonds for milestones • ideal for project roadmaps, multi-stream planning, and portfolio overviews • Business and Enterprise plans only. | ||
Month/Week view of date-driven rowsEvent on 2026-03-20 | • Displays rows with date columns as calendar events • ideal for event planning, marketing campaigns, and editorial calendars with drag-and-drop date editing. | ||
Kanban-style cards in swimlane lanesGrouped by single-select dropdown | • Classic Kanban layout organizing rows as draggable cards in lanes • supports up to 9 fields per card; Board View is the newer, feature-richer alternative but Card View remains available. |