Navigating in Smartsheet

Home recommends sheets, reports, and dashboards based on your Smartsheet activity. When a sheet, report, or dashboard is part of a workspace you have access to, you will see the workspace's name in the respective item card.

From Home, you can:

• Access suggested items.
• Create new Smartsheet items via Solution Center.
• Submit feedback about Home via the Megaphone icon.

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Suggested for you

You can take the following actions on suggested items: 

• Open: Open the item in the current tab.
• Open in New Tab: Open the item in a new tab.
• Don’t Suggest This: Remove the suggested item from the list.

Hover over an icon on the navigation bar to see what the icon means; select the icon to go there.

Home

See your recommended sheets, reports, and dashboards based on your Smartsheet activity.

Notifications

Take action quickly on other items (update requests, approval requests, notifications) as you work in Smartsheet.

Browse

Contains every Smartsheet item that you own or are shared to. Here, you can organize your Smartsheet items into folders and workspaces, and access your work apps. 

Recently

See your most recently accessed Smartsheet items. This list can contain up to 20 items.

You can do the following actions in your Recently Opened panel:

• Pin: hover over an item and select the Pin icon  to keep it at the top of the panel. You can pin up to 20 items here. The order in which pinned items appear is based on when you’ve pinned them—newly pinned items appear closer to the top.

Because the Recently Opened contains only 20 items, pinning 20 items in Recently Opened prevents other items from appearing in the panel

• Unpin: Hover over a pinned item and select the Unpin icon next to items that are already pinned to unpin them.
• Remove: right-click the item in the list and select Remove from Recents.

Unpinning or removing an item from Recently Opened doesn't delete it or remove your access to it. You can always access items you own or are shared to from Browse.

Favorites

Add frequently accessed items to Favorites to find them quickly.

Add sheets, reports or dashboards to favorites

1. Open a Smartsheet item.
2. Select the star icon next to its name.

Add workspaces to favorites

There are two ways to add or remove a workspace to favorites:

1. Go to Browse > Workspaces. A list of the workspaces is displayed.
2. Select the star icon next to the workspace's name.

Or,

1. Open an item contained in the workspace. 
2. Open the Solution Panel.
3. At the top of the Solution Panel, select the star icon next to the workspace's name.

Add folders to favorites

There are three ways to add or remove a workspace to favorites:

1. Go to Browse > Sheets. 
2. Select the star icon next to the folder's name.

If the folder is contained in a workspace:

1. Go to Browse > Workspace. 
2. Select the workspace that contains the folder.
3. Select the star icon next to the folder's name.

Or,

1. Open an item contained in the folder. 
2. Open the Solution Panel.
3. At the top of the Solution Panel, select the star icon next to the folder's name.

Removing an item from Favorites doesn't delete it or remove your access to it. You can always access items you own or are shared to from Browse.

Create

Select the Template Gallery icon for templates to create new sheets, reports, dashboards, and more. You can create blank items to build from scratch, import third-party files into Smartsheet as new sheets, or start from a template.