Create a Sheet

A sheet is the foundation of your work in Smartsheet and where all of your data lives. The way you set up your sheet will determine how you can take advantage of the many Smartsheet capabilities.

The default sheet view is the familiar-looking grid, which you can easily customize with multiple column types, hierarchies, attachments, collaborative communication, and more.

The three other sheet views—Gantt, Card, and Calendar—are discussed later in this learning track.

How to Set Up a Sheet

Learn how to effectively create a sheet in Smartsheet by working with rows, columns, and dates, use contact lists to assign tasks and share sheets, create alerts and reminders, and move between different views of your sheet.

Follow the step-by-step instructions below to create and rename a sheet.

Create or Rename a Sheet or Other Smartsheet Item

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.

In this article:

Note that 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.

Required Licensing and Permissions

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 the Smartsheet Pricing page for more information.)  

Only the owner of an item can rename it.


Create a New Item

  1. Click the Menu icon (upper-left corner of the Smartsheet window), then click the Solution Center (plus) icon.

    menu icon
     
  2. In the left panel, click Create, and select the desired tile for the item that you want to create. (More information on these below.)

    TIP: In the Solution Center panel, you can also search for a template using the search field and categories
     
  3. When prompted, enter a name for the item, and click OK.

    NOTE: The item name can contain up to 50 characters.

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.

Back to top


Rename an Item

You must be the owner of an item to rename it.

  1. From the Home in the left panel, right-click on the name of the item and select Rename.
  2. Type the new name for the item and click OK.

    NOTE: The item name can contain up to 50 characters.

Overview of Smartsheet Items

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. A basic three-column sheet with a form attached. 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—A Smartsheet dashboard 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.