Navigating in Smartsheet

What is Smart Assist?

Smart Assist is an AI chat box at the top of Home. Type a request, or select one of the suggested prompts, to get help building a workspace or finding what you need.

Smart Assist is AI and can make mistakes, so double-check its responses before you rely on them.

Learn more about using Smart Assist in our Conversational AI: Smart Assist and MCP help article.

What are Quick links?

Quick links keeps your most-used items in one place. Pin up to 12 items to keep them at the front of the list, and the remaining slots automatically fill with your most recently accessed or suggested items.

To pin an item to your list, simply select the pin icon in the top right corner of the item card. To pin an item that doesn't show up in your quick links, select the Pin item button in the top right corner and select the item you’d like to pin.

What can I see in Mentions?

When someone @mentions you in a comment or update, it shows up in this section. 

Select a mention to open it, or use the Open notifications button to quickly view your notifications panel instead.

Hover over the top right corner of the card to delete the notification.

What does the Top workspace module show?

The Top workspace section shows a workspace you've interacted with, along with the items inside it.

What can I access in Portfolios?

Portfolios lists every portfolio you have access to, along with when each one was created. 

Select Browse all to see the full list, or select a portfolio to open it.

If you don't have access to any portfolios yet, this module encourages you to create one, so you can standardize projects and report across related work.

Learn more about portfolios in our Portfolios overview help article.

Create

• Select the Create button to open a menu with multiple options for quickly creating new items, then select the location where you want to store them.

• Use the menu to also import content or create new workspaces and portfolios.

• Selecting More options redirects you to the Create page, where you can access templates, start from scratch, or choose a new workspace starting point.

Learn more in Create sheets and other items. 

Home

Home includes multiple ways to begin or continue your work in Smartsheet effectively. 

• Smart Assist: An AI chatbox at the top of the Home page to help you build your workspace or find what you need.
• Quick links: Organize your frequently used items in one place. You can pin up to 12 items to keep them at the top of the list.
• Mentions: See when a user @mentions you in a comment or update. 
• Top workspace: Shows a workspace you’ve interacted with and all of its items. 
• Portfolios: Lists all of the portfolios you have access to.  

Notifications

Take action quickly on pending tasks or review update requests, approval requests, and other notifications as you work in Smartsheet.

The three-dot menu in the Notifications panel lets you mark all notifications as read, delete them, change your settings, or connect Smartsheet to Microsoft Teams or Slack via the Integrations option.

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. You can do the following actions in your Recently Opened panel:

• Search: Look up items by name. 
• 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.
• Unpin: Hover over a pinned item and select the Unpin icon. Or right-click the item and select Remove Pin.
• 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.

Use the search bar in Favorites to find items by their names. 

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. 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. 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.