Follow the step-by-step instructions below to create and rename 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.
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Create or rename a sheet or other Smartsheet item
You can create sheets to track a wide variety of workflows, from tasks and project deadlines to punch lists, inventories, and customer information.
You don't always need to start from scratch. To create a new sheet, you can import an existing spreadsheet or project you started in another program. See Importing Files to Create New Sheets. To start with a template, see Templates: Create Your Own or Use One from the Solution Center.
Create a new item
- Select the plus icon on the left bar.
The Solution Center appears with templates and options for starting a new project, program, or process.
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- To start from scratch with a specific item you want for your project, click on the item's name. The table below describes the Smartsheet items.
| Smartsheet item name | Overview |
|---|---|
| It has no predefined columns—it's a clean slate. Use this when you want to start from scratch. | |
| Gantt | Includes common columns needed to create a project and enable Gantt chart functionality. |
| Board | Provides what you need to start a card-based, Kanban-style project. |
| Form | Creates a basic three-column sheet with a form attached to it. Use this when you know you'll want to collect information from others with a form. |
| Report | Work with real-time data from across multiple sheets in a single view. |
| Dashboard | Allows you to create a visual summary of sheet data or an information hub. |
| Visualize related tasks and milestones across time. |
The new item appears and is available in a new workspace.
Any item created from the Solution Center is placed in a new workspace.
The sheets and other items you create are visible only to you unless you share them with others. Learn more about sharing Sheets, Reports, and Dashboards.
Create a new item in an existing Workspace
- In the left bar, select the folder icon to open the Browse panel.
- Navigate to the workspace you want to house the new item.
- On the top right, select the Create dropdown and then the item type you want to create.
- Enter a name for the new item and select OK.
The new item appears. You can begin building your solution.
The sheets and other items you create are visible to all users who are shared to the workspace in which the item lives. Learn more about sharing Sheets, Reports, and Dashboards.
Rename an item
- From Browse in the left panel, navigate to the workspace or folder containing the item. The item is listed in the main area.
- Select the checkbox on the left of the item name.
- On the top bar, select Actions > Rename...
- Enter the item's new name and select OK.
You must be the Owner of an item to rename it.