Smartsheet Navigation Guide

joe santaniello
13 steps
2 minutes

Smartsheet

When you log in, you'll arrive at the **Home screen**, where Smartsheet suggests sheets, reports, dashboards, and workspaces based on your activity. Use the Search bar to quickly find any Smartsheet asset. On the left-side panel, you'll find icons to help you navigate Smartsheet’s features efficiently.

After the Home icon, you'll find the **Notifications** section, where you can view updates and alerts. These notifications are also sent to your email inbox.

The **Search** section lets you quickly find any Smartsheet asset, including Sheets, Reports, Dashboards, and even specific cell values within sheets. Tip: Type a value in the search box and hit Enter to filter your results.

The **Browse** section contains all Smartsheet items you've created or that have been shared with you. For our needs, the only section you need to focus on is Workspaces, where all LTL docs are stored and should always be kept.

Above Workspaces, you'll find the **Sheets** section. It contains items you've created outside of a workspace that only you can access or items shared with you directly. Ideally, this section should remain empty, as all assets should be organized within their respective workspaces.\ \ *Tip: To keep this section organized, avoid clicking the blue "share" button to send files to individuals. Instead, check if they already have access to the workspace containing the file. If they do, simply copy and paste the link to the file to help them find it quickly. If they don’t have access, please submit a support ticket to add them to the workspace.*

If you click on **Workspaces**, you'll see a list of all workspaces shared with you in the content area on the right.

You can also click on the **dropdown arrow** to expand and navigate through the workspaces, all from the left-side panel.

To create a new file, always navigate to a workspace first and select **Create**. Then, place it in the appropriate folder or create a new one if needed. If you're unable to do this, contact your workspace admin or submit a support ticket.

A workspace allows you to **attach files** or paste quick-access links for easy reference.

A workspace also allows you to **post comments** for collaboration and communication.

The **Recents** section displays up to 20 of your most recently accessed Smartsheet items. Hover over a file to pin it to the top or right-click to remove it from Recents (this won’t delete the file).

The **Favorites** section lets you quickly access frequently used items. To add an asset, click the star icon next to it.

The **+** icon lets you create assets from scratch or explore Smartsheet's built-in templates. *Tip: Use this section when you're comfortable with Smartsheet's layout and workspace organization. If you're unsure, take some time to familiarize yourself to avoid creating extra workspaces or misplacing files.*