The key themes of the Smartsheet design system are consistency, scalability, and speed. Our main goal is to make it easier for you to find the work items you need, with less friction.
- Find everything you need with the navigation bar: Quickly navigate to your work, access help, respond to notifications, configure your personal settings, and more — all from the consolidated and always visible navigation bar.
- Home surfaces things most important to you: Smartsheet Home dynamically surfaces your most relevant and time-sensitive work in a single location so you can get more done and make an impact faster.
Personalize your Home experience
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.
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.
Access and organize your work
Hover over an icon on the navigation bar to see what the icon means; select the icon to go there.
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
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
- Open a Smartsheet item.
- Select the star icon next to its name.
Add workspaces to favorites
There are two ways to add or remove a workspace to favorites:
- Go to Browse > Workspaces. A list of the workspaces is displayed.
- Select the star icon next to the workspace's name.
Or,
- Open an item contained in the workspace.
- Open the workspace panel.
- At the top of the workspace panel, select the star icon next to the workspace's name.
Add folders to favorites
There are three ways to add or remove a folder to favorites:
- Go to Browse > Sheets.
- Select the star icon next to the folder's name.
If the folder is contained in a workspace:
- Go to Browse > Workspace.
- Select the workspace that contains the folder.
- Select the star icon next to the folder's name.
Or
- Open an item contained in the folder.
- Open the workspace panel.
- 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 it or remove your access to it. You can always access items you own or are shared to from Browse.
Create
Select the Start a new project, program or process icon for templates to create new sheets, reports, dashboards, and more. You can also create blank items to build from scratch. Import third-party files into Smartsheet as new sheets.