Workspaces and the workspace panel

Organize, share, create, and find items in your workspaces with the workspace panel.

Plans:

Permissions:

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Think of workspaces as shared storage where you can:

Organize different Smartsheet items — folders, sheets, reports, forms, and dashboards — so everyone shared to the workspace can easily find them.
Organize, search, review, and collaborate asynchronously on all your project-related content within a workspace: Documents, presentations, photography, logos, videos, and contracts.
Share the workspace to selected collaborators once. You don’t have to share each Smartsheet item, but you still can if you need different permission levels. For example, you may need to create a workspace for each client or each department in your organization.
Manage people's access to items in a workspace. Learn more about sharing a workspace and managing items within it.

On the left navigation bar, select Home > All workspaces to access your workspaces.

On the left navigation bar, select Home > Start a new project, program, or process. Alternatively, you could select the Create (+) icon.
Select Workspace under the Start from scratch section or select any of the options under the Choose a new workspace starting point section.
Type a name for your workspace in the workspace panel.
Select +Add to start adding items.

To access your new workspace, go to Home > All workspaces and search by name.

When you open an item in a workspace, the workspace panel Brandfolder Image appears on the left.

In the workspace panel, you can:

Open the file library
Create new items.
Rename your items or your workspace. To rename the workspace, select the workspace name and start typing.
Favorite or remove items.
Drag and drop items between folders to relocate them within the same workspace.
Share your workspace.
Select Open in browse to access attachments, comments, and other workspace-wide features.
Select the Workspace panel Brandfolder Image icon to collapse it.
Right-click items to take extra actions.

If an item isn't in a workspace, the workspace panel doesn't appear.

Leave the panel open to directly access it the next time you visit that workspace. Each item has its own state, depending on whether the panel was open or closed the last time you visited it.
Hover over the panel's right edge and drag it to make it narrower or wider.
Save and refresh the page to see the changes you make.
Navigating to a workspace through a direct URL directs you to the workspace's landing page.
If you copy a workspace using the Save as New… option from Browse, the modal specifies that copying Sharing Options only applies to the workspace, but not to the unique permissions of its internal collections. Anyone with access to the new workspace can access its collections.
If you belong to more than one plan, use the grey chip at the top of the workspace panel to review which plan the workspace you’re in belongs to.

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