Navigating in Smartsheet

Home recommends sheets, reports, dashboards, workspaces, and WorkApps based on your Smartsheet activity. When a sheet, report, or dashboard is part of a workspace you can access, the workspace's name is included.

From Home, you can:

• Access suggested items.
  • Items are suggested based on your activity, shares, and mentions.
  • Use a list or card layout to navigate your items.
• Access all of your workspaces.
• Quickly search for items in Smartsheet.
• Create new Smartsheet items via Solution Center.
• Submit feedback about Home via the Megaphone icon.

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Suggested for you

You can take the following actions on suggested items: 

• Open: Open the item in the current tab.
• Open in New Tab: Open the item in a new tab.
• Don't Suggest This: Remove the suggested item from the list.

Home

Home includes multiple ways to begin your work in Smartsheet effectively:

• A large Search bar to quickly search for any items
• A Start a new program, project or process button if you need to build something new
• An education module to learn more about the platform, including upcoming educational webinars
• A Suggested tab that recommends items based on your activity in Smartsheet, along with a new Card design that features a preview of the item
• An All Workspaces tab that lists every workspace you have access to, removing the need to visit Browse to navigate to your workspaces

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Notifications

Take action quickly on other items (update requests, approval requests, notifications) as you work in Smartsheet.

Search

Search for Smartsheet items or content within those items.

Browse

It contains every Smartsheet item that you own or are shared with. You can organize your Smartsheet items into folders and workspaces and access your WorkApps. 

Recents

See your most recently accessed Smartsheet items. This list can contain up to 20 items. You can do the following actions in your Recently Opened panel:

• Pin: Hover over an item and select the Pin icon to keep it at the top of the panel. 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.

Because the Recently Opened contains only 20 items, pinning 20 items in Recently Opened prevents other items from appearing in the panel

• Unpin: Hover over a pinned item and select the Unpin icon next to items that are already pinned to unpin them.
• Remove: Right-click the item in the list and select Remove from Recents.

Unpinning or removing an item from Recently Opened doesn't delete it or remove your access to it. You can always access items you own or are shared to from Browse.

Favorites

Add frequently accessed items to Favorites to find them quickly.

Add sheets, reports, or dashboards to Favorites

1. Open a Smartsheet item.
2. Select the star icon next to its name.

Add workspaces to Favorites

There are two ways to do this:

1. Go to Browse > Workspaces. A list of the workspaces is displayed.
2. Select the star icon next to the workspace's name.

Or

1. Open an item contained in the workspace. 
2. Open the workspace panel.
3. At the top of the workspace panel, select the star icon next to the workspace's name.

Add folders to Favorites

There are two ways to do this if the folder lives within a workspace.

1. Go to Browse > Workspace. 
2. Select the workspace that contains the folder.
3. Select the star icon next to the folder's name.

OR

1. Open an item contained in the folder. 
2. Open the workspace panel.
3. At the top of the workspace panel, select the star icon next to the folder's name.

Removing an item from Favorites doesn't delete or remove your access to it. You can use Browse to look for any of your items at any time. 

Create

Select the Start a new project, program, or process icon to access templates for new items like sheets, reports, dashboards, and more.

You can also create a blank item to customize or import third-party files into Smartsheet as new sheets.