Create a sheet

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Permissions:

You must be a paid user to create a new sheet or other Smartsheet item. 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

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 other sheet views— table, board, timeline, Gantt, card, and calendar—are discussed later in this learning track.

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

Create or rename a sheet or other Smartsheet item

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Permissions:

You must be a paid user to create a new sheet or other Smartsheet item. 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

You don't always need to start from scratch. Import an existing spreadsheet or project you started in another program to create a new sheet. See Import files to create new sheets, or start with a template. See Standardize and customize your work with Smartsheet templates.

Create a new item 

  1. Select the +Create icon on the left navigation bar. Use the displayed menu to select the new item to create. 
Create from left nav bar
  1. Use the Location dropdown to select a workspace for your item to live in. Or select New workspace to create a net new workspace.

Location dropdown

 

Alternatively, select More options > at the bottom of the menu to access the Let's start a new project, program, or process page. Select View all templates > from the top right of the page to access the template gallery.

Select the right item for your needs

If you're not sure which item you need, use the following table to understand your options.

Smartsheet item nameOverview

Table 

It has no predefined columns—it's a clean slate. Use this when you want to start from scratch.

Grid

It has no predefined columns—it's a clean slate. Use this when you want to start from scratch.

Gantt

Includes standard 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  want to collect information from others with a form.

Report

Work with real-time data from across multiple sheets in a single view.

Dashboard

It lets you create a visual summary of sheet data or an information hub.

Timeline

Visualize related tasks and milestones across time.

Any item created from the Let's start a new project, program, or process page appears 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 Share sheets and reports.

Create a new item in an existing workspace

  1. In the left bar, open Browse or select Home > Workspaces.
  2. Select the workspace where you want to house the new item. This opens the workspace panel.
  3. Select +Add to workspace at the top of the workspace panel, then the item type you want to create.
  4. Enter a name for the new item and select OK.

Rename an item

  1. From Browse in the left panel, navigate to the workspace or folder containing the item. The item is listed in the main area. 
  2. Select the checkbox to the left of the item name.
  3. On the top bar, select Actions > Rename...
  4. Enter the item's new name and select OK.

You must be the item’s Owner or Admin to rename it.