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Frequently Asked Questions

What is Smartsheet?

Smartsheet is the platform for modern work management that empowers anyone to manage projects, automate workflows, and rapidly build new solutions—using no-code tools they love, and backed by the security IT needs.

How daunting is it to migrate to Smartsheet?

You don’t know how long it will take for your colleagues to learn it, you may be hesitant to migrate a complex, important process, or you don’t know how the new tool will fit into your other workflows. With Smartsheet, it isn’t daunting at all.

How do I import an Excel file into Smartsheet?

Here’s how to import an Excel file into Smartsheet: In Smartsheet, click Home, Import > Import Excel File. Select the Excel file you’d like to upload, click on the row that contains your column headers, and click Import. Your Excel file will be uploaded into Smartsheet. You can now insert, delete or rename columns and change font size and color.

How do I move my to-do list to Smartsheet?

For your first task in our five-day crash course, move your to-do list to Smartsheet. You can set due dates and automatic reminders, and experience the joy of clicking the “Done” check-box when you’re done with a task. Go to and login to your account. Click the blue Create New button and select Task List.

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