Create and edit a WorkApp

APPLIES TO

  • Enterprise
  • Smartsheet Advance Package

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

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

APPLIES TO

  • Enterprise
  • Smartsheet Advance Package

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

Start creating a WorkApp from the builder: select the plus icon from the right navigation bar and then select WorkApps. Or, navigate directly to https://workapps.smartsheet.com and log in with your Smartsheet credentials.

Create a WorkApp

  1. Select + Create app from the upper-right corner of the page.
  2. Choose a template or start from scratch.
  3. To enter a name for your WorkApp, select Untitled App at the top of your 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.

 

Edit a WorkApp

Use the Search, filter, and sort tools at the top of the screen to locate the WorkApp you want to edit. 

Select the Menu icon Menu iconto delete the app or view the published app.

Any changes you make in the builder are saved when you exit the WorkApp. The WorkApp defaults to Draft until you publish it.

To exit the builder and select a different app to edit, select the WorkApps Home icon.

Add and edit pages

  1. Select the Pages icon from the left rail.
  2. Select Add Pages.
  3. Select what you want to add and follow the prompts. You can choose between the following:
    • Sheets, reports, dashboards
    • Form
    • Web Content
    • Dynamic Views
  4. Select a permission level for each role. Permissions determine who can do what with the page.

 Added pages will appear on the left side under Current Pages.

Rename or remove a page

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

Pages section

Adjust page settings

To open the Page Settings panel, select a page under Current Pages and then select the Page Settings icon Page settings icon.

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 you open the page in the WorkApp. When viewing on desktop desktop, you can select Grid View, Card View, or Gantt View for project plans. In the mobile Android and iOS apps, you can select 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.