What is SmartSheet?

SmartSheet is a UCSF-supported cloud-based collaborative project and task management tool that is accessible via MyAccess.  No restricted data (PCI, PHI, PII, FERPA) allowed.

 

Do I need a license, and if so, how much does it cost and how do I get one?

You need a license to create and own sheets.  If you do not have a license, you can still view and edit sheets that a licensed user has shared with you.

Licenses are recharged per user - you cannot get a discount for a group or department.

The annual cost is $194/year per user, which is currently pro-rated at $96.73 through FY19 (June 2019).

Sign up by filling out the SmartSheet Request Form.

 

How do I learn about the features that will help me get my work done more efficiently?

SmartSheet Onboarding Video

SmartSheet Essentials Video

SmartSheet Advanced Training Video

 

What is a SmartSheet Dashboard/Portal and how can I get one?

SmartSheet Dashboard/Portals is a dashboard or hub for all of your SmartSheet content.  It can help you visualize, summarize, and share important aspects of your work such as project status or other milestones. 

Dashboards are now included in a regular SmartSheet license!

 

Where do I go for support?

Open a ticket with the Service Desk.