Getting Started with Smartsheet

Overview

This article summarizes Smartsheet at the Stevens Institute of Technology, explaining how to access it, request support, what services are available, and some of the main resources.

It is accessible to Stevens faculty, staff, and students with a Stevens Smartsheet account.

What is Smartsheet?

Smartsheet is a cloud-based platform for work management, collaboration, and automation. Smartsheet is used to collaborate on project timelines, documents, calendars, tasks, and other works. Smartsheet takes off from what a spreadsheet, such as Google Sheets or Microsoft Excel, can do and turns it into a powerful project management tool.

Signing into Smartsheet

Through the web application

Go to the Smartsheet website and click Login in the upper right corner.
Sign in with your Stevens email address and password.

Through the desktop application

Open the Smartsheet application from your computer.
Sign in with your Stevens email address and password.

Through the mobile application

Open the application and select I already have an account.
Sign in with your Stevens email address and password.

Note: If you aren't already logged into Microsoft Office 365 through Stevens, you'll be prompted to provide your account information (email address and password). If this is your first time using this login method, you'll also be asked to permit Smartsheet to use your credentials. Smartsheet will then log you in.

Features

Visualize your work by easily switching between multiple views with the same data.

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Reports

Reports are a powerful way to consolidate key information from multiple sheets into a single overview

Dashboards and Portals

Dashboards give project owners, stakeholders, and leadership a robust, real-time view of the status of top KPIs, critical trends, and summary reports. Portals bring your teams together and keep them on the same page by centralizing information in an easy-to-create portal.

Automation

Save time and reduce repetitive, manual work with automated workflows.

With automation, you can:

Deadline notifications
Status updates
Approval requests
Time-based workflows
Recurring workflows
Conditional reminders

FAQ

What permission do I have as a user?

Different plan-level user types can be found on this link: Plan-level user types | Smartsheet Learning Center

Useful Training Links:

Licensed Users: Smartsheet University
Unlicensed Users: Working in Smartsheet