Collaborate in Sheets - Google Docs Editors Help (2024)

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Next: Export spreadsheets

Collaborate in Sheets - Google Docs Editors Help (1)

On this page

  • Share spreadsheets
  • Add comments and assign tasks
  • Email collaborators
  • Switch to an earlier version or name a version
  • Create filters and filter views
  • Protect content
  • Limit sharing, downloading, printing, or copying
  • Set an expiration date for sharing
  • See who’s viewed a spreadsheet

Share spreadsheets

Collaborate in Sheets - Google Docs Editors Help (2)

Excel:
Share workbook

Sheets:
Share with specific people or using a link

Collaborate in Sheets - Google Docs Editors Help (3)

Excel 2013

Collaborate in Sheets - Google Docs Editors Help (4)

Excel 2010

Share with specific people:

  1. Open the file you want to share (that you own or have edit access to).
  2. Click Share.
  3. Enter the email addresses or groups that you want to share with.
  4. Choose what kind of access you want to give people: Editor, Commenter, or Viewer.
  5. Click Send.


Share using a link:

  1. Open the file and click Share.
  2. Under Get link, click Copylink.
  3. (Optional) To change permissions, click Change, thenchoose Viewer, Commenter, or Editor.
  4. Copy and paste the link in an email or any place you want to share it.

For more details, see Share files from Google Drive.

Collaborate in Sheets - Google Docs Editors Help (5)

Add comments and assign tasks

Collaborate in Sheets - Google Docs Editors Help (6)

Excel:
Comment

Sheets:
Add comments and assign tasks

Collaborate in Sheets - Google Docs Editors Help (7)

Excel 2013

Collaborate in Sheets - Google Docs Editors Help (8)

Excel 2010

  1. In Docs, Sheets, or Slides, select the text you'd like to comment on.
  2. Click Add comment Collaborate in Sheets - Google Docs Editors Help (9).
  3. Enter your comment in the box.
  4. (Optional) To direct your task or comment to a specific person, enter a plus sign (+) followed by their email address. You can add as many people as you want.Each person will get an email with your comment and a link to the file.
  5. (Optional) To assign the comment to a specific person, check the Assign to box.
  6. Click Comment or Assign.

Note: If a file reaches the maximum number of comments, you can make a copy of the file without copying over any comments.

Collaborate in Sheets - Google Docs Editors Help (10)

Email collaborators

Collaborate in Sheets - Google Docs Editors Help (11)

Excel:
Send as Attachment

Sheets:
Email collaborators

Collaborate in Sheets - Google Docs Editors Help (12)

Excel 2013

Collaborate in Sheets - Google Docs Editors Help (13)

Excel 2010

To follow up on a conversation that’s too long for comments, email collaborators right from Sheets.

  1. Click FileCollaborate in Sheets - Google Docs Editors Help (14)Email collaborators.
  2. (Optional) To remove a collaborator from the email, uncheck the box next to their name.
  3. Add a subject and message.
  4. (Optional) To send a copy of the email to yourself, check the Send a copy box.
  5. Click Send.

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Switch to an earlier version or name a version

Collaborate in Sheets - Google Docs Editors Help (16)

If you own the spreadsheet or have edit access to it, you can see past versions and restore them.

Sheets: See versions or restore a version:

  1. Select FileCollaborate in Sheets - Google Docs Editors Help (17)Version historyCollaborate in Sheets - Google Docs Editors Help (18)See version history.
  2. (Optional) To see only named versions in the list, click Only show named versions.
  3. Click a timestamp to see a previous version of the file.

    Below the timestamp, you’ll see:

    • The names of anyone who edited the document.
    • A color next to each person’s name. The edits they made appear in that color.
  4. (Optional) To make the version the active version, click Restore this version.

Collaborate in Sheets - Google Docs Editors Help (19)


Name a version:

Create filters and filter views

Collaborate in Sheets - Google Docs Editors Help (22)

Excel:
Filters data

Sheets:
Filters and filter views

Collaborate in Sheets - Google Docs Editors Help (23)

Excel 2013

Collaborate in Sheets - Google Docs Editors Help (24)

Excel 2010

To filter out data in a spreadsheet, create a filter. If you want filters that don’t affect anyone else’s view, create filter views.

Create a filter:

  1. Select a range of cells.
  2. Click DataCollaborate in Sheets - Google Docs Editors Help (25)Create a filter.
  3. Go to the top of the range and click Filter Collaborate in Sheets - Google Docs Editors Help (26)to see the filter options.

Create a filter view:

  1. Click a cell that has data.
  2. Click DataCollaborate in Sheets - Google Docs Editors Help (27)Filter viewsCollaborate in Sheets - Google Docs Editors Help (28)Create new filter view.
  3. In a column header, click a list and select the data you want to filter. Or, in the search box, enter text to search for the data you want to filter.
  4. Click OK.
  5. In the Name box, enter a name for your filter view.
  6. Click DataCollaborate in Sheets - Google Docs Editors Help (29)Filter views to open your filter view anytime.

For more details, see .

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With Sheets, you can also turn your data into a table. For more details on converting data to a table, see Use tables in Google Sheets.

Protect content

Collaborate in Sheets - Google Docs Editors Help (31)

Excel:
Protect Sheet or Workbook

Sheets:
Protected sheets and ranges

Collaborate in Sheets - Google Docs Editors Help (32)

Excel 2013

Collaborate in Sheets - Google Docs Editors Help (33)

Excel 2010

If you have sensitive content in a spreadsheet, you canrestrict people from updating it.

  1. Open the sheet and click Data > Protected sheets and ranges.
  2. Click +Add a sheet or range.
  3. Click Range to protect a range of content or Sheet to protect a whole sheet.
  4. Click Set permissions and choose whether to show a warning or restrict who can edit the content.
  5. Click Done.

For details, see Protect content in a spreadsheet.

Collaborate in Sheets - Google Docs Editors Help (34)

Limit sharing, downloading, printing, or copying

Collaborate in Sheets - Google Docs Editors Help (35)

Excel:
Encrypt with Password

Sheets:
Limit sharing options

Collaborate in Sheets - Google Docs Editors Help (36)

Excel 2013

Collaborate in Sheets - Google Docs Editors Help (37)

Excel 2010

If you have sensitive content in a spreadsheet, youcan prevent people from downloading, printing, or copying it.

  1. At the top of the spreadsheet, click Share.
  2. At the bottom, click Advanced.
  3. Check the Disable options to download, print, &copy for commenters and viewers box.
  4. Click Done.

Collaborate in Sheets - Google Docs Editors Help (38)

Set an expiration date for sharing

Collaborate in Sheets - Google Docs Editors Help (39)

Sheets: Set sharing expirations

When you’re working with people outside of your organization, such as clients or agencies, youmight want to restrict their access to certain files when your projects are complete.

Set an expiration date:

  1. At the top of the spreadsheet, click Share.
  2. If the file isn’t already shared, share it.
  3. Click Advanced.
  4. Hover over a person’s name and click Set expiration Collaborate in Sheets - Google Docs Editors Help (40).
  5. Change the access expiration date.

    Note: You can’t set the expiration for the current day. If you need to restrict access immediately,just unshare the file.

  6. Click Save changesCollaborate in Sheets - Google Docs Editors Help (41)Done.


Collaborate in Sheets - Google Docs Editors Help (42)

See who's viewed a spreadsheet

Collaborate in Sheets - Google Docs Editors Help (43)

Sheets: See who's viewed a spreadsheet

In Sheets, if you have edit access to a spreadsheet, you can see:

  • Who it’s shared with
  • Who viewed it
  • A chart of viewers over time

To see the Activity dashboard, at the top right, click Activity dashboard Collaborate in Sheets - Google Docs Editors Help (44).

If you don’t want your view history to appear in the Activity dashboard, you can change the privacysettings.

Collaborate in Sheets - Google Docs Editors Help (45)

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Collaborate in Sheets - Google Docs Editors Help (47)

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Collaborate in Sheets - Google Docs Editors Help (2024)
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