Learning Track
This Help Article appears in the Level 1: Get Started learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Level 1: Get Started learning track. Get the most out of this learning track by starting at the beginning.
You must be a licensed user to create a new sheet or other Smartsheet item. (Note also that some items, such as dashboards, are only available to specific plan types. See Smartsheet Pricing for more information.)
Only the owner of an item can rename it.
In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored. You can configure a sheet to track a wide variety of workflows—from tasks and project deadlines to punch lists, inventories, or customer information.
You don't always need to start from scratch. For information about creating a new sheet by importing an existing spreadsheet or project that you started in another program, see Importing Files to Create New Sheets. Or, to start with a template, see Templates: Create Your Own or Use One from the Solution Center.
The screen will refresh to display your new item—it's all ready for you to start working.
NOTE: The sheets and other items you create are visible only to you unless you share them with others. For information about sharing, see Share Sheets, Reports, and Dashboards.
You must own an item to rename it.
Grid—Has no predefined columns—it's a clean slate. Use this when you want to start from scratch.
Project—Includes common columns needed to create a project and enable Gantt chart functionality.
Cards—Provides what you need to start a card-based Kanban-style project. More on Card View can be found in Using Card View to Visualize Your Work.
Task List—Includes several predefined columns, including Task Name, Due Date, Assigned To, Done, and Comments.
Form—Creates a basic three-column sheet with a form attached to it. Use this when you know you'll want to collect information from others with a form. For more help with forms, see Create a Form to Collect Information in Your Sheet.
Report—Start here to create a report. For more information about reports, see Creating Reports.
Dashboard/Portal—Allows you to create a visual summary of sheet data or an information hub. To learn more about dashboards, see Create and and Edit a Smartsheet Dashboard.