Create and edit a WorkApp

Who can use this?

Plans:

  • Enterprise
  • Smartsheet Advance Package

Workapps are easy to build and navigate applications whose pages can consist of forms, sheets, reports, dashboards, web content, and dynamic views.  

Create and edit a WorkApp

Who can use this?

Plans:

  • Enterprise
  • Smartsheet Advance Package

Create a WorkApp

To create a WorkApp, you can:

OR

  • Use the WorkApps icon  Brandfolder Image Open WorkApps.  from the left navigation bar. 

Once you've reached the WorkApps page, follow these steps: 

  1. Select + Create app from the upper-right corner of the page.
  2. Choose a template or start from scratch.
  3. Name your WorkApp at the top of the screen.
  4. Follow the instructions in the builder to complete your WorkApp. 

New pages are set to Hidden by default. Learn more about using roles to update permissions.

Add and edit pages

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Add pages in WorkApps
  1. Select the Pages icon from the left rail.
  2. Select the +Add pages button. 

    Learn more about how to Add pages to your WorkApp.

  3. Select what you want to add and follow the prompts. You can choose from the following:
    • Sheets, reports, dashboards
    • Form
    • Web Content
    • Dynamic Views
  4. Select a permission level for each role (Viewer, Editor, or Hidden). Permissions determine who can do what with the page.

 Added pages appear on the left side under Current Pages.

Edit a WorkApp

From the WorkApps page, use the searchfilter, and sort tools at the top of the screen to locate the WorkApp you want to edit.

Select the three-dot Menu icon  Brandfolder Image to delete or view the WorkApp.

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Edit a WorkApp

 

Any changes you make in the builder are saved when you exit the WorkApp. To exit the builder and select a different app to edit, select the WorkApps Home icon.

The WorkApp defaults to Draft until you publish it.

Rename or remove a page

Hover over any page name and select the three-dot Menu icon to rename or remove it.

Rename the WorkApp

Double-click the WorkApp name and type in a new one.

Adjust page settings

To open the Page Settings panel, select a page under Current Pages and then the Page Settings icon in the right navigation bar.

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Page settings workapps

Most pages only display the page source; however, additional settings are available for sheet pages. For sheet pages, you can control:

  • Default page view: Specify which view appears when opening the WorkApp page. When viewing on desktop, you can select Grid View, Card View, or Gantt View for project plans. In the mobile Android and iOS apps, you can choose Mobile View or Grid View.
  • Filter settings: Apply a saved default filter to help collaborators see key information first. You can also change your Card View settings, such as Level and View By.