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How to Create a Dashboard in Smartsheet

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It is very easy to create a dashboard in Smartsheet. Here’s a short tutorial on how to do it:

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  1. On Smartsheet's main dashboard, find and select a workspace under All Workspaces.
  2. After that, go to the left-side panel and click 'Add'.
  3. Choose 'Dashboard' from the list of options.
  4. Tap the title field, then enter a unique dashboard name.
  5. Following that, click the 'Edit Dashboard' button next to it.
  6. Click the 'Add Widgets' button in the right-hand pane to proceed.
  7. Subsequently, find and select the widget you wish to add.
  8. Tap the widget to start customizing its content and style according to your liking.
  9. For the Title widget, you can change the default text and use the options in the floating bar to edit its format.
  10. After that, grab and drag the widget to resize or change its position.
  11. Click the 'Add Widgets' button once again to add more.
  12. For other widgets, navigate to the right-side panel and use its corresponding customization options to make your desired changes.
  13. Once done, tap 'Save' in the top-right corner.
  14. After completing these steps, a new dashboard will be created and added to your Smartsheet dashboard.
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