Munis Help Central

Please note: IT does not backup your Smartsheet universe. Each licensed user is responsible for backing up and protecting their own documents and data. 

Protecting your work

Save Regularly -   It's important to be aware your Smartsheet design and data isn't necessarily being auto-saved or auto-refreshed as you work. Make it a practice to save regularly as you're working and hit the browser refresh to see fresh work that may have been submitted by others
Track changes using the Activity log - The activity log shows you a user's activity in a sheet or who last viewed a dashboard. You can get an audit trail of the edits and deletions of various elements on a sheet and better understand what your collaborators are taking action on in the sheet. You can also see who has viewed and made general edits to a report or dashboard and request a snapshot of your sheet from a prior date. Because Smartsheet is primarily a collaboration tool you cannot simply "revert" to a previous version because that may result in the loss of other people's contribution. You can however, view other people's changes and make edits accordingly to data that may have been inaccurately added.
Highlight Changes - If you have a sheet that needs more granular oversight you can turn on the Highlight Changes feature and the changes to your sheet will show up in yellow highlight for you to review each time you login. Use this to quickly identify and review the changes that have been made to a sheet.

Backups

Because Smartsheet is a cloud product, your IT department does not have access to your sheets and data to keep backup copies for you. If you have critical record data kept in Smartsheet it is a good idea to perform periodic data backups just to be on the safe side. Here are your options:

Backing up Data -You can Request a Backup of the data, conversations and attachments in your sheets and workspaces. You can even schedule this type of backup to be recurring. It's important to note though that this is ONLY the data. This method does NOT backup any of the structure you've built like reports, workflows, dashboards and fancy stuff. For those you'll need to make actual copies (see next point)

Copy a Folder or Workspace -If you have put a lot of work into specific "solutions" you may want to take a backup copy of the whole thing just to have on hand and update that copy periodically as you make design changes over time. You would do this by simply right clicking on the workspace or object and choosing Save as New... We recommend you name all Backup workspaces with the leading text BACKUP: to group all your backups together and that you review/update them from time to time or on a schedule.