Create a sheet

A sheet is a table of records: clients, projects, tasks, anything you would keep in a spreadsheet. You create it inside a space, and the members of that space can see it.

Steps

1. Open the space the sheet belongs in.
2. In the sidebar, click Create under the space name. You can also click ⋮ next to the space name and choose Create.
3. Under Sheets, pick the kind you need:
   • New Worksheet: a table of rows with typed columns, for anything you would keep in a spreadsheet.
   • New Tasksheet: a worksheet for work, with Status, Assignee, Due date and a board.
   • New Content collection: a worksheet for publishing, with draft states, tags and a body page for each row.
4. Type a Name. Prefix and Item noun are optional: the prefix appears before each item number, and the item noun is what buttons call one row, for example New client instead of New item.
5. Click Create. The sheet opens in a table view, ready for its first record.

How do I create a sheet inside a folder?

Click ⋮ on the folder in the sidebar and choose New worksheet. The sheet is created straight away as "New Worksheet". To rename it, click ⋮ on the sheet and choose Rename.

Can I start from a template instead?

Yes. In the same Create dialog, click Templates to install a ready-made setup with its fields and views already in place. See Install a template.

Notes

• What a new worksheet contains: a Title column, a Tags column and a few built-in columns such as Created by. Add the fields your work needs with + at the right end of the column headers.
• No Status column on a worksheet. If you want a board of stages, create a New Tasksheet, or add a Status field to the worksheet.
• Who can create a sheet: you need Editor access or higher on the space or folder. People with Viewer or Operator access can't create sheets; ask a space admin to change your access.
• Plan limit: if you see "It is not possible to add a new sheet. Please upgrade your plan.", the space has reached your plan's sheet limit. Compare plans to see what an upgrade adds.
• Pick the space with care: who can see a sheet follows the space it is in. Moving it later changes who can see it.

Related: Spaces, folders and sheets · Build a sheet with custom fields · Install a template