Prepare a safe scope
- Choose a small workspace, project, or set of sheets you understand.
- Use a Smartsheet account that has appropriate access to that work.
- Decide what question you are answering: ownership, cleanup, handoff, or access review.
Start · Assets
First inventory review
Use this read-only pass to understand what CrystalSlate can see before you make cleanup plans or ask owners to approve changes.
Review inventory signals
- Look at names, owners, paths, modified dates, and workspace location.
- Note assets with unclear ownership, old modified dates, or confusing naming.
- Open details only as needed; avoid turning a first pass into a full audit.
Export before decisions
Export the review results before asking anyone to approve changes. The export becomes a simple record of the scope you reviewed.
Choose the next review
If the inventory looks clean, stop there. If you see access or cleanup questions, move to a focused checklist instead of changing many things at once.