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Enable Export to Smartsheet

Enable the Smartsheet option in the export dropdown within a process or value stream.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

As an administrator, you can enable the ability for users to export to Smartsheet.

Quick Steps

  • Open the Settings from the left navigation menu

  • Click on the companies button

  • Open the individual company detail screen

  • Select or unselect the Export to SmartSheet permission

  • Click Update Company

Once the setting is saved, the option to export to Smartsheet is available within processes and value streams.

Before exporting, an administrator will need to set up the Smartsheet API key, without this key processes and value streams cannot be exported.

Once the API key has been set up, users can export a process or value stream to Smartsheet.

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