Create or rename a sheet or other Smartsheet item

In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored. 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. For information about creating a new sheet by importing an existing spreadsheet or project that you started in another program, seeImporting Files to Create New Sheets. Or, to start with a template, seeTemplates: Create Your Own or Use One from the Solution Center.

Create a new item

1. On the leftNavigation Bar, click theSolution Center(plus) icon.
2. In the left panel, clickCreate, and select the tile for the item you want.
   
   
   
   TIP: In the Solution Center panel, you can also search for a template using the search field and categories
   
3. Enter a name for the item, and clickOK.
   
   NOTE: The item name can contain up to 50 characters.

The screen will refresh to display your new item—it's all ready for you to start working.

NOTE: The sheets and other items you create are visibleonlyto you unless you share them with others. For information about sharing, seeShare Sheets, Reports, and Dashboards.

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Rename an item

You must own an item to rename it.

1. FromBrowsein the left panel, right-click the name of the item and clickRename.
2. Type the new name for the item and clickOK.
   
   NOTE: The item name can contain up to 50 characters.

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Overview of Smartsheet Items

Grid—Has no predefined columns—it's a clean slate. Use this when you want to start from scratch.

Project—Includes common columns needed to create a project and enable Gantt chart functionality.

Cards—Provides what you need to start a card-based Kanban-style project. More on Card View can be found inUsing Card View to Visualize Your Work.

Task List—Includes several predefined columns, including Task Name, Due Date, Assigned To, Done, and Comments.

Form—Creates 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. For more help with forms, seeCreate a Form to Collect Information in Your Sheet.

Report—Start here to create a report. For more information about reports, seeCreating Reports.

Dashboard/Portal—Allows you to create a visual summary of sheet data or an information hub. To learn more about dashboards, seeCreate and and Edit a Smartsheet Dashboard.