We have rolled out a new way to navigate Smartsheet that will help you work even faster. We're pleased to walk you through the changes to help ensure a smooth transition.
Access and Organize Your Work from the Left Panel
The left panel provides quick access to that important sheet, report, or dashboard when you need it.
Click the Menu icon in the upper-left corner of Smartsheet to open or close the left panel.
Here are features that you can take advantage of to customize how you access your most used items in the left panel.
Use a Keyboard Shortcut to Open an Item in a New Browser Tab (Google Chrome)
- Locate the item that you want to open in the left panel.
- Hold down Ctrl+Enter (Windows) OR Command (Mac), then click the item.
Organize and Access Items in Your Directory
Browse contains every Smartsheet item that you own or are shared to. Here, you can organize your Smartsheet items into folders and workspaces.
More on workspaces can be found in the Manage Items in a Workspace help article.
Quickly Locate and Manage Recently Accessed Items
Select Recently Opened to see your most recently accessed Smartsheet items (the list can contain up to 20 items).
Pin Important Items for Easy Access Later
From Recently Opened, hover over an item and click the Pin icon to keep it at the top of the panel. You can pin up to 20 items here.
NOTE: Recently Opened can contain a maximum of 20 items. Pinning 20 times in Recently Opened will prevent other items from appearing in the panel.
Hover over a pinned item and click the Unpin icon next to items that are already pinned to unpin them.
The order in which pinned items appear is based on when you’ve pinned them—newly pinned items appear closer to the top.
NOTE: Unpinning an item does not remove it from Recently Opened, delete it, or remove your access to it. You can always access items you own or are shared to from Browse.
Manage Recent Items by Removing Them
To remove an item from Recently Opened, right-click the item in the list and select Remove from Recents.
NOTE: Removing an item from Recently Opened does not delete it or remove your access to it. You can always access items you own or are shared to from Browse.
Add Items That You Access Often to Favorites
Open a Smartsheet item and click the Add to Favorites icon on the left of its name to add it to your Favorites panel for quicker access later.
If you’d like to remove an item from your Favorites panel, open the item and click the icon again.
NOTE: Removing an item from Favorites does not delete it or remove your access to it. You can always access items you own or are shared to from Browse.
Create New Smartsheet Items
Click the Solution Center (plus) icon for options to create new sheets, reports, or dashboards. You can create blank items to build from scratch, import existing third-party files into Smartsheet as new sheets, or start from a template.
More information on these is available in the following articles: