Create a Sheet

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED CAPABILITIES

Who can use this capability?

You must be a licensed user to create a new sheet or other Smartsheet item. Only the owner of an item can rename it.

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 three other sheet views—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

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED CAPABILITIES

Who can use this capability?

You must be a licensed user to create a new sheet or other Smartsheet item. Only the owner of an item can rename it.

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

You can configure a sheet to track a wide variety of workflows—from tasks and project deadlines to punch lists, inventories, or customer information.

You don't always need to start from scratch. To create a new sheet by importing an existing spreadsheet or project that you started in another program, see Importing Files to Create New Sheets. Or, to start with a template, see Templates: Create Your Own or Use One from the Solution Center.

Create a new item 

  1. On the left Navigation Bar, select the plus icon to create a solution.
  2. Here, you can start with a template or select the Smartsheet item you would like to create.
  3. Select the item, and then you are ready to begin building your solution. 

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.

solution center add a new item

Create a new item in an existing Workspace

  1. In the left navigation panel, select the folder icon to open the Browse page.
  2. Find the workspace you want to house the new item.
  3. Open the workspace, and then select Create. 
  4. Then select the item you want to create. 
  5. Name the item, and begin building your solution. 

The sheets and other items you create are visible to all users who are members of the workspace the item lives in. Learn more about sharing Sheets, Reports, and Dashboards.

Rename an item

  1. From Browse in the left panel, right-click the name of the item and click Rename.
  2. Type the new name for the item and click OK.

 

You must own an item to rename it.

 

Smartsheet items

Smartsheet item nameOverview
GridHas no predefined columns—it's a clean slate. Use this when you want to start from scratch
ProjectIncludes common columns needed to create a project and enable Gantt chart functionality.
CardProvides what you need to start a card-based Kanban-style project.
Task ListIncludes several predefined columns, including Task Name, Due Date, Assigned To, Done, and Comments.
FormsCreates 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.
ReportsWork with real-time data from across multiple sheets in a single view.
DashboardsAllows you to create a visual summary of sheet data or an information hub.