Table view

Who can use this?

Plans:

  • Smartsheet

Set up your sheet in table view

Who can use this?

Plans:

  • Smartsheet

Table view is newly released and continues to evolve. We're actively improving it, so stay tuned for updates and enhancements.

Access table view

In any sheet, navigate to the view switcher in the top toolbar and select Table.

view switcher

Create and manage columns

Owners and Admins can add and manage columns.

Add new columns

To add a new column, you can:

  1. Select the column options menu  More kebab menu. .
  2. Select Insert column left/right.
  3. Name your column.
  4. Add an optional column description.
  5. Select the column type for your data.

Now your column is ready for the data you specified. 

add a new column in table view

You can also quickly add columns by hovering between columns and selecting  Add row or add column plus sign .

Column properties

Use the column properties to change and rename the column or add/edit the column description.

  1. Select the column options menu  More kebab menu. .
  2. Select Column properties.
  3. Make the necessary changes.
    1. Change the column name.
    2. Add/edit the column description.
    3. Change the column type.
  4. Select Apply.

Now your column type is ready for the data you specified. 

Colored dropdown values

When you create a dropdown list column, you can assign a color value to each option. 

To add color values, you can:

  1. Select the column options menu  More kebab menu. .
  2. Select Column properties.
  3. On the row for each value, select the color box, then select the color you want.
  4. Select Apply to save and apply your changes.

You can see the color dropdown values in table, timeline, and board view. However, you must be in table view to configure or edit the color dropdown values. 

add colored drop down values

Resize columns

You can resize an individual column, or you can use Control/Command to select multiple columns and resize them at once using either method. 

To resize columns, you can:

  1. Select the column options menu  More kebab menu. .
  2. Select Resize column to enter an exact pixel width.
  3. Select Resize to apply your changes.

Now your columns are at the width you specified.

resize columns in bulk

You can also quickly resize individual columns or columns in bulk by selecting the right boundary and dragging it.

Delete columns

You can delete a single column, or you can use Control/Command to select multiple columns and delete in bulk.

If you delete more than ten columns at once, the change is permanent and can't be undone.

  1. Select the columns you want to delete.
  2. Select the column options menu  More kebab menu.
  3. Select Delete column.

Create and manage rows

Owners, Admins, and Editors can add and edit rows.

Add rows

To add a new row, you can:

  1. Select the row options menu  More kebab menu.
  2. Select Insert row above.

Now, the row is ready for you to input data.

add rows to your sheet

You can also quickly add a row by hovering between rows and selecting  Add row or add column plus sign  .

Move rows

You can move individual rows or in bulk.

  1. Select the individual rows, consecutive rows, or use Control/Command to select non-consecutive rows.
  2. Drag your selected rows up or down.
move rows in table view

Create or manage hierarchy

Owners, Admins, and Editors can edit the level of a given item in the hierarchy structure.

Add or edit hierarchy

  1. Select the row or rows you want to edit the hierarchy of
  2. Select the row options menu  More kebab menu. .
  3. Select Make child row or Promote child row.

Now the rows are outdented or indented as needed.

You can also use the hierarchy to expand and collapse arrows that are anchored on the far left of each row to quickly adjust the hierarchy. Select the outdent or indent arrow to make the row a parent or child row.

edit hierarchy in table view

Any expand or collapse changes you make don't impact whether rows appear expanded or collapsed for others in the view.

Lock columns or rows

Owners and Admins can lock and unlock columns and rows. When a column or row is locked, no users can edit the information in it. Only sheet Owners and Admins can unlock the column or row to allow editing if needed.

  1. Select the Column options or Row options menu  More kebab menu.
  2. Select Lock column,  Lock row, Unlock column, or Unlock row as needed.

A lock icon Lock.  appears on the row/column to signal to all sheet users that it is locked and you can't edit it.

Conditional formatting

Conditional formatting changes the appearance of rows or cells based on the values they contain. To create and apply new conditional formatting or edit existing rules, switch back to grid view.  Conditional formatting created in grid view is carried over to table view.

Sheet settings

Select the sheet settings icon  Adjust settings. to set the project start and end dates.

Switch to grid or Gantt view to edit dependencies, working days, or Resource Management. 

Learn more about updating your sheet’s project settings.

Rename and favorite your sheet

  • Rename your sheet by selecting the sheet title and typing in the new name.
  • Favorite or unfavorite your sheets by selecting the star icon  in the toolbar.