Create Smartsheet items

Learn how to create sheets, reports, dashboards, and forms.

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise
  • Smartsheet Platform

Smartsheet items include:

  • Sheets: The foundation of your work in Smartsheet. Usually starting from Grid View, but the Card View and Gantt View are available as well.
    • Forms: Start a form from an existing sheet, or create a form and Smartsheet automatically creates its underlying sheet for you. 
  • Reports: You can create two types of reports: 
    • Row Report: View row information from multiple sheets.
    • Sheet Summary Report: Take data from the Sheet Summary of multiple sheets.
  • Dashboards: The visual layer of your work in Smartsheet. They start as a white canvas but take shape as you add widgets. Widgets help you display the data you want to share in the dashboard, from titles to links and images. You can even embed a report in your dashboard!

  • Workspaces can contain multiple Smartsheet items and are great for sharing your items with your team. 

     

    To access workspaces:

    1. Select Browse > Workspaces or select Home > All workspaces. This displays a list of your existing workspaces, indicating the Name, Sharing Status, Owner, and Last Update.
    2. Select the workspace to open an existing workspace. 

Create a sheet

There are two different ways to create a sheet:

From the left navigation bar

  1. Select the plus icon on the left navigation bar or select Home > Start a new program, project, or process.
Start new project program or process
  1. Select Grid under the Choose a new workspace starting point section.

When you create a new item, Smartsheet automatically creates it in a new workspace. You can rename your new workspace or item easily in the workspace panel. 

From a workspace

  1. Open the existing workspace where you want to store your new sheet.
  2. The workspace panel   opens in the left navigation bar.

The workspace panel only appears when you're in an item located in a workspace.

  1. Select Add > Sheet.
  2. Select the view you want to start with. You can switch between the views in the sheet as needed. 

The sheet you created now lives in the workspace you were working on. You can select it from the workspace panel and start editing it. 

  1. Open a Smartsheet item located in a workspace. 
  2. Open the Workspace panel  in the right navigation bar. 

The workspace panel only appears when you're in an item located in a workspace.

  1. Select Add > Sheet.
  2. Select the view you want to start with.

You can switch between the views in the sheet as needed. 

Smartsheet creates your new sheet in the workspace where you were working. You’ll see your new sheet appear in the workspace panel. Go ahead and edit it!

Create smartsheet items

Create a report

From the left navigation bar

  1. Select the plus icon on the left navigation bar or select Home > Start a new program, project, or process.
Start new project program or process
  1. Select Report under the Choose a new workspace starting point section.

When you create a new item, Smartsheet automatically creates it in a new workspace. You can rename your new workspace or item easily in the workspace panel. 

From a workspace 

  1. Open the existing workspace where you want to store your new sheet. 
  2. Open the workspace panel in the left navigation bar. 

The workspace panel only appears when you are in an item located in a workspace.

  1. Select Add > Report.
  2. Select the report type that you want to create.

The report you created now lives in the workspace you were working on. 

Create smartsheet items

Create a dashboard

There are two different ways to create a dashboard:

From the left navigation bar

  1. Select the plus icon on the left navigation bar or select Home > Start a new program, project, or process.
Start new project program or process
  1. Select Dashboard under the Choose a new workspace starting point section.

When you create a new item, Smartsheet automatically creates it in a new workspace. You can rename your new workspace or item easily in the workspace panel. 

From a workspace 

  1. Open the existing workspace where you want to store your new sheet.
  2. The workspace panel opens on the left navigation bar.

The workspace panel only appears when you're in an item located in a workspace.

  1. Select Add > Dashboard.

The dashboard you created now lives in the workspace you were working on. You can open it and start adding widgets.

Widgets help you display the data from your sheet on your dashboard. For more details, see Add and edit widgets on your dashboard.

Create a form

There are two different ways to create a form:

From an existing sheet

  1. Go to the sheet, where you want to add the collected information from the form.
  2. Select Forms, at the top left of your sheet.
  3. Select Create Form…
  4. Edit the form. Give it a title, a description, add or remove fields as desired.
  5. Select Save when you're ready. 

From the left navigation bar

  1. Select the plus icon on the left navigation bar or go to Home > Start a new project, program, or process.
  2. Select Form under the Choose a new workspace starting point section.
Start new project program or process

When you create a new item, Smartsheet automatically creates it in a new workspace. You can rename your new workspace or item easily in the workspace panel.

  1. Edit the form. Give it a title, a description, add, or remove fields as desired.
  2. Select Save when you’re ready.

To share your form, select Share Form at the top-right corner of the form and decide if you want to send it via email, share a link, or embed it somewhere else using the HTML code.

You can then go back to the sheet by selecting the back arrow at the top-left corner.