The Home Tab

The Home tab, located to the left of your sheet tabs, lets you view and organize all of your sheets in one place. It includes a directory of all the sheets, reports, and workspaces that you own or are shared to you.



TIP: Icons are used to differentiate sheets , reports , templates , folders and workspaces .

The following sections are available in the left panel of the Home tab:
 
  1. Favorites: Displays a list of sheets, reports, templates, folders and workspaces you've marked as a favorite so you can easily access your most important items. Click the star icon  next to the name of a folder, sheet, report or template to add it to your list of Favorites.

  2. Sheets:  A directory to create, organize and manage your sheets. This directory contains all sheets that are owned by your email address or shared to it, and aren't located in a workspace.

    • View sheets: Click on Sheets in the left sidebar and the names of sheets contained in the directory will appear in the middle of the screen. You'll also see names of folders and sub-folders that were created in the Sheets directory which may contain additional sheets.

    • Add a new sheet: Click the blue Create New button and select the type of sheet you'd like to create or import.

    • Sort sheets: Click on any column header to sort the items by name, owner or last modified date.

    • Move sheets: Click on a sheet's name, then drag it on top of a folder or workspace name to move it there. Anyone can organize sheets into sub-folders of their Sheets directory. However, moving sheets into or out of a workspace requires an appropriate permission level, as this action can change the shared collaborators. Learn more in our article on Moving and Removing Sheets in a Workspace.

    • Open sheets: Click on a sheet's name to open it. Open sheets appear as tabs across the top of Smartsheet.


      NOTE: Closing a sheet tab by clicking the "x" doesn't delete the sheet, it simply closes it. The sheet can be re-opened from the Home tab.

    • Sheet menu: Check the box next to any sheet's name and then click the Actions button above to see a menu of additional options including Save as New, Delete, Export and review Properties.
      TIP: You can also right-click on the name of a sheet to open the sheet menu.

  3. Workspaces: Workspaces are used to quickly and easily share a collection of sheets, folders and reports with multiple people. Underneath the Workspaces heading will be the names of any workspaces created by or shared to your email address. Click on the name of the workspace and the items it contains will appear in the middle of the screen.

  4. Resource Views: Used by Resource Viewers on Team and Enterprise accounts to track and review how team members ("resources") are allocated across the projects they are working on.

  5. More: Filter your items to more easily access the information you're looking for.
    • All: Shows a flat list of all sheets, reports and templates shared to or owned by your email address, regardless of their location.
    • Owned by Me: Shows a flat list of all sheets, reports and templates owned by your email address, regardless of their location.
    • Shared to Me: Shows a flat list of all sheets, reports and templates shared to your email address, regardless of their location.
    • Reports: Shows only reports that are either shared to or owned by your email address, regardless of their location.
    • Deleted Items: Shows a list of sheets, reports and templates that have been deleted within the past 30 days.
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