Spreadsheet Summary in Smartsheet: How to Use

Find important information in your Smartsheet spreadsheet quickly and conveniently! ​

Don’t want to waste time looking for information in an extensive spreadsheet full of data? Spreadsheet summary allows you and your team to spend less time tracking important information, scaling projects, and reporting on essential metrics that allow you to execute and make better decisions faster. 

When mission-critical information is difficult to maintain directly in your spreadsheets, spreadsheet summary provides a standard, robust way to organize and record this information.  

You can customize the summary fields however you want! Fields can include text, symbols, images, links, and high-level formulas. And you can also generate a report using the information in the spreadsheet summary! 

Explore the context of your spreadsheet summary in the right pane, next to your spreadsheet data. 

How to access the spreadsheet summary

Click on the Summary icon (pictured above), in the right pane, to expand the Sheet Summary pane.

Summary fields provide space to enter various summary information.

Create fields in the spreadsheet summary

With your spreadsheet summary open: 

1. Click the button Add Field, at the bottom. 
2. Choose the appropriate field type for the information you want to display.
3. Enter a name for the field and select OK. A new blank field will appear in the spreadsheet summary. 
4. Make any other changes you want (add new fields, edit properties, add data to fields, etc.) and click the button Save, in the top toolbar of the spreadsheet. 

What are the limits of the spreadsheet summary?

Spreadsheet Summary supports the following: 

• Up to 200 fields (not counted as spreadsheet columns); 
• Field names with up to 50 characters; 
• Field values equal to cell sizes; 

• Up to 500 dropdown options. 

Adjust formatting, field properties, and add links or images

 New summary fields can contain data, hyperlinks, images, and more. 

To adjust the formatting in new and existing summary fields, click the Menu icon next to the title to adjust formatting and settings (for example: number format and currency format, or blocking properties). 

Copy the spreadsheet summary

In the worksheet summary that contains the fields you want to copy: 

1. Click on the menu icon, on the right side. 
2. Select Copy summary to other sheets. 
3. Select up to 20 worksheets to copy. You can choose to copy just the field names or also include all values ​​and formulas contained in the fields. 
4. Click Copy. 

Want to learn how to use Spreadsheet Summary in a more visual way? Watch our video on Youtube available HERE. And remember to like and leave your comment on how we can help you! 

See you soon 🙂 

Transform Your Project Management with Smartsheet

O Smartsheet revolutionized the way companies of all sizes manage their projects and processes. With more than 10 million users worldwide, the platform offers a unique combination of spreadsheet familiarity and business automation power.

Why Smartsheet is the Top Business Choice?

More than 80% of Fortune 500 companies use Smartsheet to:

• Project management: Plan, execute and monitor projects with Gantt, calendar and card views
• Real-time collaboration: Teams work simultaneously with instant updates
• Smart automations: Eliminate manual tasks with automated workflows
• Executive dashboards: View metrics and KPIs in custom dashboards
• Powerful integrations: Connect with Microsoft 365, Google Workspace, Salesforce and 100+ tools

Premium Features that Make a Difference

Smartsheet offers advanced features that increase productivity:

1. Control Center: Manage project portfolios with standardized blueprints
2. DynamicView: Share filtered data securely with external stakeholders
3. Data Mesh: Sync data between sheets automatically
4. WorkApps: Create custom apps without code
5. Bridge: Automate complex processes with two-way integration

TaskIT: Your Smartsheet Expert Partner

A TaskIT is the main Smartsheet partner in Brazil, with more than 100 successful implementations in companies from different sectors. Our team of certified consultants offers:

• Free diagnosis: We assess your needs and identify optimization opportunities
• Strategic implementation: We develop personalized solutions aligned with your organization’s objectives
• Certified trainings: We train your team to effectively use all the platform’s features
• Ongoing support: We accompany your journey with dedicated technical support and optimization sessions

Proven Results

Our clients report on average:

• 40% increase in productivity of project teams
• 60% reduction in rework due to better communication
• 50% time savings in administrative tasks with automations

Next Steps

Ready to transform your organization’s project management? TaskIT offers a free trial to identify how Smartsheet can benefit your business. Get in touch with our team of experts today.