Navigate the New Smartsheet Experience

Applies to

Smartsheet

Smartsheet has a fresh new look

Throughout several areas of Smartsheet, you’ll notice a cleaner, more modern-looking design with new fonts, new colors, new icons and more whitespace. In sheets, Browse, Recents, Favorites, menus like the sharing modal, and Solution Center you’ll see new fonts, styling and icons throughout.

New Top Bar Experience

The top bar features a clean, bright experience, making the search bar easy to find and use on the right. 

Launcher, help, and account icons are at the bottom left on the Navigation Bar (navbar).

Top bar

New Feature Bar

The feature bar, previously known as the right rail, has new icons and font, adding a fresh new style while leaving functionality unchanged.

Feature bar

Access and Organize Your Work from the Navigation Bar

The new navigation bar contains Home, Notifications, Browse, Recents, Favorites, and Solutions Center - and is always visible to provide quick access to sheets, reports, and dashboards you need to get to, with fewer clicks.

Icons for launcher, help, and account are now on the navbar, consolidating most of your navigation options, outside of search, into one area.
 

Navigation Bar


You can customize how you access your most used items in the navbar.

Use a Keyboard Shortcut to Open an Item in a New Browser Tab (Google Chrome)

  1. Locate the item that you want to open in the navbar.
  2. Hold down Ctrl+Enter (Windows) OR Command (Mac), then click the item.

Organize and Access Items in Your Directory

Browse contains every Smartsheet item that you own or are shared to. Here, you can organize your Smartsheet items into folders and workspaces.

More on workspaces can be found in the Manage Items in a Workspace help article.

Quickly Locate and Manage Recently Accessed Items

Select Recents to see your most recently opened Smartsheet items (the list can contain up to 20 items).

Recently Opened

From Recently Opened, hover over an item and click the Pin  icon to keep it at the top of the panel. 

Hover over a pinned item and click the Unpin icon next to items that are already pinned to unpin them. Unpinning an item does not remove it from Recently Opened, delete it, or remove your access to it. You can always access items you own or are shared to from Browse.

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.

Recently Opened can contain a maximum of 20 items. Pinning 20 times in Recently Opened will prevent other items from appearing in the panel.

Manage Recent Items by Removing Them

To remove an item from Recently Opened, right-click the item in the list and select Remove from Recents.

Removing an item from Recently Opened does not delete it or remove your access to it. You can always access items you own or are shared to from Browse.

Add Items That You Access Often to Favorites

Open a Smartsheet item and click the Add to Favorites icon on the right of its name to add it to your Favorites panel for quicker access later.

Favorite

If you’d like to remove an item from your Favorites panel, open the item and click the icon again.

Favorites

Removing an item from Favorites does not delete it or remove your access to it. You can always access items you own or are shared to from Browse.

Create New Smartsheet Items

Click the Solution Center (plus) icon for options to create new sheets, reports, or dashboards. You can create blank items to build from scratch, import existing third-party files into Smartsheet as new sheets, or start from a template.

More information on these is available in the following articles:

Frequently Asked Questions

The new experience takes up too much space, and the grid is barely visible. How can I see more of my sheet?

We've heard your feedback on the new Smartsheet experience. You said:

  • The navigation bar needs to be adjustable or collapsible, it takes up too much space.
  • The toolbar above sheets takes up too much space.
  • Column headers on sheets and reports are too large and you can’t adjust the height.

We will release an update during the week of April 19th that will reduce the empty space above column names.

In the meantime, there are two ways to maximize your working space in sheets:

  1. Use Full Screen view. Click the Full Screen icon   in the bottom left corner. In Full Screen the navbar and toolbar disappear, maximizing your work area.
  2. Click the chevron icon chevron right under the share menu to collapse the toolbar and get more usable space in your sheet.

More feedback? Please submit an enhancement request.