This guide will help you get started with Smartsheet and answer any questions you might have.

On this page:

What is Smartsheet?

Smartsheet is a cloud-based collaboration and project management software. Smartsheet uses an easy-to-understand spreadsheet interface supporting a wide range of functionality that includes:

Manage Projects: You can create projects and tasks which can then be shared with team members and colleagues.
Collaborate: You can invite other project team members to collaborate on a sheet, which means they can either view or edit the sheet.
Set up alerts: You can set up notifications and reminders for tasks within the sheet.
Attach files: You can attach files to the overall sheet or to a row (or task) in the sheet. The files are stored in the cloud and are accessible when you or collaborators log in to Smartsheet and view the sheet.
Have discussions: You can set up discussions for the project as a whole or for certain tasks. These discussions are stored within the sheet.
Request updates: You can request updates from collaborators on the progress of their assigned tasks from within the sheet.
Set up web forms: This enables you to set up feedback or survey forms and have the responses users give to automatically populate into a sheet.
Publish the sheet: You can make the sheet available via an external URL so that anyone can see it.
Create Dashboards and Reports: You can create dashboards and reports based upon existing sheets, and share those reports with colleagues.

Do I need a license to evaluate Smartsheet?

You only need a license if you are going to be creating, administering , modifying sheet structures (add/move/delete/re-format columns), managing resources, and/or creating/modify webforms.

If you are working with a user that will only need to view and/or update content on existing sheets, they are not required to purchase a license.

An example of this would be a licensed user creating a sheet and then sharing the it with other users - the free account will allow team members to view and edit the Sheet without a license.

Licensing Costs and Features

The current cost for a Smartsheet license for PATH employees is $396 billed annually in November to each department. With a license, users will have access to:

Prioritized end user support from Smartsheet (via smartsheet.com/gethelp)
Enjoy unlimited sheets, reports, dashboards, forms, and file storage.
Access to Smartsheet Dashboards
Ability to track solution adoption, updates to content, sharing, and more via Activity Log
Access to the Smartsheet Center of Excellence training portal
Access to future premium features on Smartsheet’s current roadmap
Ability to create automated actions such as approval workflows, update requests, and more

Smartsheet Training

Smartsheet Fundamentals

Smartsheet FAQs

How does someone get a Smartsheet License?

A: Once you've determined you need a Smartsheet License, submit a request using the Smartsheet License Request Form. User will be notified once the license has been allocated.

How do I login to Smartsheet using my PATH Account?

Step 1: Go to work.path.org and log into Okta.

Step 2: Look for the Smartsheet tile (it may be near the bottom of the screen) and click on it.

Step 3: Once you have logged into Smartsheet via Okta, you should see the Home Tab.

Step 4: Click on "Workspaces" and navigate to the one you want to view.

How do I get help using Smartsheet?

A: Reference the links provided under "Smartsheet Training" and "Smartsheet Fundamentals" listed above.

Where do I find the premium apps (Pivot, Datamesh, Calendar, etc)?

A: If you are a licensed user, you can use the apps. They are available here: https://app.smartsheet.com/b/publish?EQBCT=8ae0ebea3acd428ab15a5364ebdaa009

Where can I find more information on Smartsheet issues and additional FAQ's?

A: PATH CVIA's group has created a working list of additional Smartsheet issues and FAQ's. Reach out to Jennifer Greenough for access. Link: https://app.smartsheet.com/sheets/q5vx9V9hp46CcgcQVwW28r8mMcj52m9vCMpqPQ31?view=grid

Do I still “own” the licenses once the consolidation happens?

A: Once the consolidation happens, your group will still have the number of licenses you have paid for, and if you need a change made to a user you will put in a help desk ticket

Submit Smartsheet License Request

After reading "Switching to Smartsheet at PATH" article and you've determined you need a license, review:

Look through the Infographic
on Smartsheet permissions.
Please submit a request through the Smartsheet License Request Form.

Smartsheet: Switching to Smartsheet at PATH