Access and organize your work

Streamline your workflow with the left navigation bar. Use it to quickly toggle between Notifications, Favorites, and Recents, or initiate key tasks using the Browse, Search, and Create functions.

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Home

Home includes multiple ways to begin your work in Smartsheet effectively:

  • Recents, Favorites, Workspaces, and Portfolios tabs to quickly access your work. You can search, sort, and filter across all tabs.
  • Card and list layout options to personalize how you view items.
  • A Create button to create items, workspaces, or portfolios and select the workspace where you want to store them.
  • A Help & Feedback dropdown where you can visit the Help Center or access the form you can use to provide feedback about Smartsheet.
the suggested for you sheets and reports on the home page

Notifications

Take action quickly on pending tasks or review update requests, approval requests, and other notifications as you work in Smartsheet.

The three-dot menu in the Notifications panel allows you to mark all notifications read, delete them all, change your settings, or connect Smartsheet with Microsoft Teams or Slack via the Integrations option.

Search

Search for Smartsheet items or content within those items.

Browse

It contains every Smartsheet item that you own or are shared with. You can organize your Smartsheet items into folders and workspaces and access your WorkApps. 

Recents

See your most recently accessed Smartsheet items. You can do the following actions in your Recently Opened panel:

  • Pin: Hover over an item and select the Pin icon to keep it at the top of the panel. You can pin up to 20 items here. The order in which pinned items appear is based on when you’ve pinned them—newly pinned items appear closer to the top.
  • Unpin: Hover over a pinned item and select the Unpin icon. Or right-click the item and select Remove Pin.
  • Remove: Right-click the item in the list and select Remove from Recents.

Unpinning or removing an item from Recently Opened doesn't delete it or remove your access to it. You can always access items you own or are shared to from Browse.

Favorites

Add frequently accessed items to Favorites to find them quickly.

Add sheets, reports, or dashboards to Favorites
  1. Open a Smartsheet item.
  2. Select the star icon next to its name.
Add workspaces to Favorites

There are two ways to do this:

  1. Go to Browse > Workspaces. A list of the workspaces is displayed.
  2. Select the star icon next to the workspace's name.

Or

  1. Open an item contained in the workspace. 
  2. At the top of the workspace panel, select the star icon next to the workspace's name.
Add folders to Favorites

There are two ways to do this if the folder lives within a workspace.

  1. Go to Browse > Workspace. 
  2. Select the workspace that contains the folder.
  3. Select the star icon next to the folder's name.

OR

  1. Open an item contained in the folder. 
  2. At the top of the workspace panel, select the star icon next to the folder's name.

Removing an item from Favorites doesn't delete or remove your access to it. You can use Browse to look for any of your items at any time. 

Create

  • Select the Create button to open a menu with multiple options for quickly creating new items, then select the location where you want to store them.

  • Use the menu to also import content or create new workspaces and portfolios.

  • Selecting More options redirects you to the Create page, where you can access templates, start from scratch, or choose a new workspace starting point.