What does Smartsheet recommend for backup and recovery of project data?

Smartsheet recommends regularly exporting sheets as CSV or Excel files for backup and recovery of project data. This approach ensures that you have an up-to-date copy of the data that can be easily restored or referenced, should any issues arise. By utilizing these file formats, users also gain flexibility in data manipulation and reporting, as CSV and Excel files can be opened and modified in various other applications. This proactive data management practice helps mitigate the risk of data loss due to inadvertent changes, deletions, or unforeseen technical issues within the Smartsheet platform.

Regular exports offer a reliable way to maintain historical records of projects and can be tailored to fit the project's specific needs, allowing users to maintain oversight of all relevant information over time. Automated solutions or mobile backups may not provide the same level of control or accessibility as regularly planned and executed exports.