How to Create a Dashboard in Smartsheet
- George Apostolov
How to Create a Dashboard in Smartsheet: step-by-step guide
On Smartsheet's main dashboard, find and select a workspace under All Workspaces.
After that, go to the left-side panel and click 'Add'.
Choose 'Dashboard' from the list of options.
Tap the title field, then enter a unique dashboard name.
Following that, click the 'Edit Dashboard' button next to it.
Click the 'Add Widgets' button in the right-hand pane to proceed.
Subsequently, find and select the widget you wish to add.
Tap the widget to start customizing its content and style according to your liking.
For the Title widget, you can change the default text and use the options in the floating bar to edit its format.
After that, grab and drag the widget to resize or change its position.
Click the 'Add Widgets' button once again to add more.
For other widgets, navigate to the right-side panel and use its corresponding customization options to make your desired changes.
Once done, tap 'Save' in the top-right corner.
After completing these steps, a new dashboard will be created and added to your Smartsheet dashboard.
Quick answer: To create a dashboard in Smartsheet, select a workspace, click 'Add' on the left panel, and choose 'Dashboard'. Enter a unique name, click 'Edit Dashboard', and use the 'Add Widgets' button in the right pane to select and customize widgets. Finally, drag to resize, add more widgets as needed, and click 'Save'.
About this Smartsheet tutorial
Build and customize a new dashboard in Smartsheet by selecting a workspace, adding widgets, and arranging your layout. Save when finished. This guide shows how to create a Dashboard in Smartsheet in 14 steps, starting with "On Smartsheet's main dashboard, find and select a workspace under All Workspaces" and finishing with "After completing these steps, a new dashboard will be created and added to your Smartsh...". The interactive demo above is a click-through copy of the real Smartsheet interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Dashboard in Smartsheet?
14 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Smartsheet data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Smartsheet. Related guides: How to Create a Hierarchy in Smartsheet, How to Create a Report in Smartsheet and How to Create an Intake Form in Smartsheet. Last reviewed 05 Oct 2026.
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