Quick summary
Adding contacts to your Smartsheet account lets you build a private contact list that makes sharing and task assignment faster across all your sheets. This guide walks through the exact steps to access the Smartsheet Contacts manager and save a new contact in under a minute.
Steps
- Navigate to the left-side panel and click 'More' to expand the account options.
- Select 'Account' from the list of available options.
- Click 'My Smartsheet Contacts' to open your private contact list.
- Tap the 'Add' button to begin creating a new contact entry.
- Fill in the required contact details into their respective input fields.
- Click 'OK' to save the new contact to your list.
- Confirm the new contact now appears in your Smartsheet account contact list.
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