Applies to

Smartsheet

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Create items from scratch or from a template

Create items from scratch or choose from relevant templates, whether you're creating something new or importing an existing item into Smartsheet.

Who can use this?

Plans:

  • Smartsheet

Get started

There are three ways to get started:

  1. Select the plus icon on the left rail.
Create a solution Home page
  1. Select the Start a new project, program or process button on the Home page.
Start new project program or process
  1. Go to: https://app.smartsheet.com/r/create.
     

Create an item

  1. To begin, decide what you need to have in the item you want to create:
  1. Select the corresponding tile and start building your item.
Global Create
  1. Every time you create a new item, the system creates a new workspace for that item to live in.

If you want to create a new item in an existing workspace, use the Add button in the workspace panel or use the Create dropdown in the upper-right corner from within the workspace.

  1. Rename the new workspace and the new item in the workspace so you can go back later.
  2. Select the star on a workspace or item to make it a favorite.

Select one of the recommended templates, or select See all templates to quickly create an item.

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