How do I move a smartsheet to a workspace?

You first creat the workspace, then from the home page you can drag and drop the sheet on to the workspace. Kindly note that the access levels of the work space will be automatically applied on all sheets within the workspace so make sure this is your purpose. Flders can be in the Sheets area and also sub folders inside other folders.

You do need to be the owner of the sheet to move it into your own workspace. I create most of the sheets for my team, so I forgot about that part since I am typically the owner already. You should however be able to move it into a subfolder within your Sheets folder.

You could be asking “Why can’t I move an item in Smartsheet?”

When you attempt to move the item, you’ll see a circle with a slash, indicating you can’t move the item. You don’t have the correct permissions (see below). You’re attempting to move an item to an area of Smartsheet that can’t host it. For example, you can’t drag a sheet into the Workspaces heading.

How do I share a Smartsheet from a workspace?

For more in formation, see Sharing an Item from a Workspace later in this article. In the top right corner of the item, click Share. If you don’t see the Share button, click the down arrow icon in the upper-right corner of the Smartsheet window.

In the form, select the current sharing permission level next to your name and choose Owner from the list. Confirm whether you’d like to also take ownership of the current owner’s Smartsheet items in the workspace as well, then select Send Transfer Request An email is sent to the current owner with a link to approve the transfer request.

To share multiple Smartsheet items at the same time, use a workspace. For example, to share a collection of sheets, reports, and dashboards, place them in a workspace that is shared to people in a specific department at your organization. The level of access people have to items in a workspace is controlled by their sharing permission levels.

What is a workspace in Smartsheet?

Use a workspace to streamline the process of organizing and sharing multiple Smartsheet items (sheets, reports, dashboards). Workspaces are similar to folders, but allow you to quickly share all of their contents with someone—although you can also selectively share individual items as needed.

Where can I learn more about Smartsheet regions and workspaces?

To learn more about Smartsheet Regions, click here. For more information about plan types and included capabilities, see the Smartsheet Plans page. A workspace is helpful when you need to share a number of items with the same group of people.

How do I share items in a workspace?

For example, to share a collection of sheets, reports, and dashboards, place them in a workspace that is shared to people in a specific department at your organization. The level of access people have to items in a workspace is controlled by their sharing permission levels.