Smartsheet Automation Template Tips - Faster Templates
Make your automation templates faster and more reliable
- •Reuse automations instantly: SSFeatures lets you copy and paste automation workflows between sheets so templates are ready in seconds.
- •Standardize columns: save favorite column sets as templates and paste them into new sheets to keep layouts consistent.
- •Import and organize data: import Excel or CSV directly and auto-sort when data changes to keep templates accurate.
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Use Cases
Speeding Up Reporting - Export grouped and summarized reports to PDF or Excel with SSFeatures, making it easier to share clear, polished updates with stakeholders.
Managing Large Sheets - Use bulk column tools, quick navigation, and automatic sorting to stay productive even when working with massive Smartsheet projects.
Collaborating with Teams - Save reusable column templates, copy automations, and enforce data quality rules so everyone on your team stays aligned and consistent.
Frequently Asked Questions
Some of the best include auto-sorting data so priorities update instantly, saving column templates to reuse across projects, and exporting grouped reports directly to PDF or Excel.
By standardizing data with templates, enforcing formatting with capitalization and spell check, and sharing reports with grouped summaries, teams can reduce confusion and work more smoothly.
No. SSFeatures runs in your browser and works with your existing permissions. You can start using these tips right away without admin changes.
SSFeatures has a 30-day free trial with full access to all features. No credit card or account required—just download and start using it.
Yes. SSFeatures runs entirely in your browser and never sends your Smartsheet data to any outside server. We're also a Smartsheet Tech Partner. Learn more.
After 30 days, you can subscribe to continue using SSFeatures. We'll notify you before the trial ends. Pricing starts at $10/user/month when billed yearly.
Thousands of Smartsheet users across many industries use SSFeatures every day.
"We wouldn't love Smartsheet nearly as much without SSFeature's PDF Generator!! Our business depends on printed Smartsheet reports. SSFeatures has allowed us to successfully continue scaling on Smartsheets without printing workarounds. Our team members that rely on our reports are way happier ever since we started using the PDF Generator. It's great to see there are 3rd parties willing to fill critical gaps in Smartsheet."
Ari Diamond
President of Railing Excellence
"SSFeatures has been a game-changer for our Smartsheet workflows! It’s super easy to use and adds powerful functionality that makes automation and reporting so much more efficient. The developer is incredibly responsive and provides top-notch customer support, making sure everything runs smoothly. It has saved us a ton of time and eliminated a lot of manual work. If you’re looking to get more out of Smartsheet, I highly recommend giving SSFeatures a try!"
Michelle Choate
Senior Manager of Operations at Impact Housing
"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
Available for Chrome, Safari, Edge, and Firefox
What is SSFeatures?
- •SSFeatures is a browser extension that makes Smartsheet way easier to use
- •It adds dozens of time-saving features directly into Smartsheet
- •It will save you hours of work every week
Hide / Unhide Columns
Unhide specific columns without using 'Unhide All'.
Automatically Sort Rows
Keep your rows sorted, without manually clicking the sort buttons everytime.
Sheet Stats
See stats about your sheet, so you know how close you are to the sheet limits.
PDF Exporter
Export grouped and summarized reports to PDF.
Import Into Existing Sheet
Import Excel or CSV into your sheet—no new sheet required.
Copy and Paste Automation Workflows
Copy automation workflows between sheets in seconds.
Hear what users say
"I love that someone added features that Smartsheet seems to be unable or unwilling to add."
Ryan Ballew
Program Manager at Verizon
"PHENOMINAL app! A no brainer purchase for any Smartsheet super-user. Auto-sorting a sheet, printing or exporting a grouped/summarized report, SEARCHING FOR COLUMNS BY NAME! All in one packaged app that's controlled within Smartsheet. Amazing. Highly, highly, highly recommend."
Kayla Sweeney
Smartsheet Solutions Consultant at Better Work Week
"All the SS Features are great but for us the PDF Generator was a huge game changer, a large percentage of our work depends on printed reports and the support of PDF generation for smartsheet reports while keeping the grouping & summaries was a must have."
Leiby Hershkowitz
CEO of Superb Developers Inc
Pricing
SSFeatures offers a 30-day free trial for all users with no sign-up or credit card required! After the trial, you can continue enjoying all features with our simple subscription plan.
You can manage your licenses and grant access to your company's domain in the SSFeatures dashboard.
How many users?
Premium Membership
$10/Month (USD)
Billed Yearly
Saves $24 per year
17% discount
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Enterprise Membership
Do you need more than 50 licenses for your company?
Please contact us and our sales team will reach out to you for more information.
Security and Privacy
SSFeatures runs entirely in your browser and never sends your Smartsheet data to our servers. We're a Smartsheet Tech Partner. Learn more.
Related Resources
| Smartsheet Tips, How-Tos & Best Practices | Learn practical Smartsheet tips, formulas, and workflows, plus SSFeatures shortcuts that speed up daily work. |
| Smartsheet Consultant Tricks — Faster, Client-Ready Reports | Use Smartsheet consultant tricks to speed implementations, automate exports, and clean data with SSFeatures. Boost productivity—try SSFeatures free now. |
| Smartsheet Productivity Hacks for Hybrid Work — Align Teams | Smartsheet productivity hacks for hybrid work to help teams automate exports, fix sheet limits, and save hours with SSFeatures. Try it free now. |
| Smartsheet Finance Team Best Practices — Faster Reports | Smartsheet finance team best practices to speed month-end, improve accuracy, and export grouped reports with SSFeatures. Streamline reporting—try free. |
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