Smartsheet issues

Manage work across teams and platforms with the Smartsheet Jira ConnectorManage work across teams and improve program visibility by automatically syncing Jira data with Smartsheet.Contact our team Create automations, reports, and dashboards in Smartsheet for more Jira visibility across your organization. Control the syncing of information — both one-way and two-way — between Jira and Smartsheet for each field (including the creation of new issues) for better automated workflows. Manage projects, automate processes, and scale up to enterprise-level programs and portfolios. Bring your data together from across systems with the Jira Connector to eliminate data silos. You get the best of both worlds with Smartsheet integrated with Jira. We’ve been able to create so many different views for all the different audiences and disseminate that information faster than ever before. Read their story Key benefits Choose the right tool for the job Different jobs require different tools. Share data across systems to keep teams aligned and help people do their best work. Align your stakeholders Drive cross-functional visibility of Jira data — and enable better data-driven decisions from leadership and improved stakeholder communication. Automate for accuracy Save time by automatically syncing information between Jira and Smartsheet — and reduce the risk of error from manually duplicating information. Customer stories Additional resources

Backup en About Smartsheet data backups About Smartsheet data backups You can back up Smartsheet data to local files and restore Smartsheet items from those files. Backup file size is limited to 4 GB.Backup contentsSheet backups include sheet data, comments, and attachments.Backups don’t include reports, dashboards, formulas, workflows, cross-sheet references, formatting information, or custom configurations.Workspace backups include the workspace's sheets but not the workspace structure. Restoring a solution requires rebuilding each Smartsheet item.Backup optionsIf you're on a Business or Enterprise plan, you can request one of the following backups:One-time backupRecurring weekly backupSheet snapshot from a specific point in time from the sheet's Activity LogUsers of any plan type can manually export one or more sheets or reports. To request a sheet or workspace backup, you need Viewer permissions or higher. You must be the workspace Owner or Admin to request recurring workspace backups.Tips for managing backup dataSchedule recurring weekly backups. This is for Business and Enterprise plans only.Set a reminder to export your data at the start or end of every workday.Check your IT department's existing backup processes.Copy your dashboards to files via File > Save as New... It creates a local version of the dashboards with all the widgets and formulas in place, just in case. Understand and resolve formatting issues in Smartsheet backupsSmartsheet backup data might not retain original formatting, but you can manage backups and formatting effectively.You can't see formatting information when you export your data to a backup. The sheet stores the formatting information, and it’s

About Leadership Team Customers Partners Careers Case StudiesPress Releases Webinars Events & Tradeshows Products OnePager Pro (for Microsoft Project) OnePager Express (for Microsoft Excel)OnePager Bundle (for Smartsheet, Primavera P6, Project, or Excel) Examples How To... By Industry Pricing Trial Buy Now Get a Quote Support License Keys Support VideosTraining FAQs Submit a TicketMore... Blog Free Trial Build a phase gate timeline from your Smartsheet projects using OnePager If you are a Smartsheet user and need to track key milestones or phase gates across multiple projects, OnePager gives you a way to present them in a simple, data-driven timeline. OnePager imports the key milestones directly from Smartsheet and builds a phase gate timeline in just a few minutes. 15-Day Free Trial OnePager integrates with Smartsheet to create eye-catching, data-driven timelines in flash. Once you have imported your Smartsheet plan into OnePager, you can adjust shapes, colors, swimlanes, layouts, and more. Don't have OnePager yet? Download a 15-day trial and follow along with the instructions below to get started: Begin by opening your first Smartsheet plan. This example shows several phases, each with a phase gate milestone that we want to display on our timeline. You can filter your Smartsheet project so that only selected tasks and milestones appear in your timeline. To do this, we've added a OnePager checkbox field to Smartsheet, checked the boxes next to each phase gate milestone, and saved the Smartsheet project: To add a checkbox column to Smartsheet, right-click on the Task Name column, choose Insert Column Left, and create a Checkbox column named OnePager. If you plan to build your phase gate timeline from multiple Smartsheet projects, repeat the previous step so that all of the Smartsheet projects feeding the timeline have their phase gates checked for import into OnePager. Now, go to your desktop or Windows Start menu, and launch OnePager: When the OnePager start screen appears, click on New to start building a new timeline from Smartsheet: On the import wizard, choose Select > BROWSE Smartsheet: If you've never logged into Smartsheet from OnePager before, Smartsheet will ask you for your username and password: After logging in, Smartsheet will ask you whether you want to Allow OnePager to access your Smartsheet data. Once you click Allow, OnePager should be able to log into Smartsheet automatically going forward so that you don't have to keep entering your username and password each time. Now, select

Easy to use, even for those with only basic Excel knowledge.Extensive customization options: Vertex42’s templates provide a wide range of modification options, allowing users to adjust the templates to their specific needs.3.2 ConsMight be overwhelming for beginners: The wide array of features and customization options may confuse beginners who are trying to get a simpler overview of their financial situation.Complex Interface: The interface of Vertex42 may not be intuitive for users who are not familiar with advanced Excel features.No dedicated support: As a free resource, Vertex42 doesn’t provide dedicated support, which can be an issue if users encounter problems or need assistance.4. Smartsheet Balance Sheet TemplatesSmartsheet, an online project management tool that has powerful Excel-like spreadsheet functions, also provides various balance sheet templates. The templates are easy to use and versatile, supporting complex financial record-keeping. Smartsheet templates offer additional enhanced features such as real-time collaboration, which makes them ideal for teams working together on financial reports.4.1 ProsReal-time collaboration: Users can collaborate in real time, making these templates ideal for team environments.Enhanced features: Smartsheet templates offer additional functionality, such as automatic calculations and report generation, enhancing efficiency and accuracy.Easy to use: Despite offering enhanced features, Smartsheet templates are designed to ensure an easy user experience.4.2 ConsSubscription needed: Smartsheet is a premium service, requiring a paid subscription. Therefore, access to templates is not free.Learning curve: While user-friendly, Smartsheet’s enhanced features may come with a learning curve, particularly for those unaccustomed to using such tools.Internet dependent: As Smartsheet is an online tool, users must have reliable internet access to use the templates.5. Spreadsheet123 Balance Sheet TemplateSpreadsheet123 provides an extensive library of professionally made Excel templates for a variety of needs, including balance sheets. Their balance sheet templates are designed with simplicity in mind, offering users a clear and intuitive way to compile their financial data. Conveniently, Spreadsheet123 also sorts their templates by complexity, helping users to choose the most suitable template based on their Excel expertise and balance sheet requirements.5.1 ProsDiverse selection of templates: Spreadsheet123 provides balance sheet templates sorted by levels of complexity, catering to users of all Excel proficiency levels.Beginner-friendly: Due to their clear instructions and simple design, these template are an excellent choice for Excel beginners.Good customer support: Spreadsheet123 offers good customer service, assisting users in case of any confusion or issues.5.2 ConsLimited advanced features: While perfect for beginners, Spreadsheet123’s templates may not include advanced features required by larger businesses or more experienced Excel users.Design may be too simple: For users seeking a modern and sophisticated look in their balance sheets, these templates may fall short in terms of design.Reduced flexibility: With a focus on simplicity, these templates might lack the flexibility needed for more customized financial record-keeping.6. Clockify Balance Sheet TemplatePrimarily known for its time tracking services, Clockify also offers a selection of useful business templates, including a balance sheet template. The Clockify balance sheet template is designed to be simple to understand and easy to use, allowing users to monitor their financial status efficiently and accurately.6.1 ProsSimple and

Skip to main content This browser is no longer supported. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Configure Smartsheet for automatic user provisioning Article03/25/2024 In this article -->The objective of this article is to demonstrate the steps to be performed in Smartsheet and Microsoft Entra ID to configure Microsoft Entra ID to automatically provision and de-provision users and/or groups to Smartsheet. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.Capabilities supportedCreate users in SmartsheetRemove users in Smartsheet when they do not require access anymoreKeep user attributes synchronized between Microsoft Entra ID and SmartsheetSingle sign-on to Smartsheet (recommended)PrerequisitesThe scenario outlined in this article assumes that you already have the following prerequisites:A Microsoft Entra tenant.A user account in Microsoft Entra ID with permission to configure provisioning (like Application Administrator, Cloud Application Administrator, or Application Owner).A Smartsheet tenant.A user account on a Smartsheet Enterprise or Enterprise Premier plan with System Administrator permissions.System Admins and an IT Administrator can set up Active Directory with SmartsheetStep 1: Plan your provisioning deploymentLearn about how the provisioning service works.Determine who will be in scope for provisioning.Determine what data to map between Microsoft Entra ID and Smartsheet.Step 2: Configure Smartsheet to support provisioning with Microsoft Entra IDBefore configuring Smartsheet for automatic user provisioning with Microsoft Entra ID, you will need to enable SCIM provisioning on Smartsheet.Sign in as a System