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 navigation bar.
  2. 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. Decide which item best fulfills your needs:
  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.

  1. Rename the new workspace and the new item in the workspace so you can find it 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 create an item.