How To Add A Column In Smartsheet

If you’re a Smartsheet user, you may have encountered the need to add a new column to your sheet at some point. This seemingly simple task can actually be confusing and frustrating for some users, leading to wasted time and productivity. In this article, you’ll learn step-by-step how to easily add a column in Smartsheet, saving you time and reducing your frustration.

What is Smartsheet?

Smartsheet is a cloud-based collaboration tool designed to help teams effectively plan, track, automate, and report on their work. It features a familiar spreadsheet-like interface and powerful project management capabilities.

With Smartsheet, users can easily create and share sheets, collaborate in real-time, set up automated workflows, and visualize data through charts and dashboards. It is widely utilized in various industries for tasks such as project management, task tracking, and resource planning.

If you’re in search of a versatile and user-friendly tool to streamline your team’s work processes, Smartsheet is definitely worth considering. In summary, Smartsheet offers the functionality and flexibility to meet the needs of any collaborative project. Its intuitive interface and robust features make it a valuable asset for teams of all sizes and industries. Give Smartsheet a try and see how it can improve the efficiency and productivity of your work processes.

How to Add a Column in Smartsheet?

Are you looking to add a new column to your Smartsheet? Look no further! In this section, we will guide you step by step on how to add a column to your Smartsheet. From choosing the sheet to customizing the column settings, we’ll cover all the necessary steps to help you add a column seamlessly. So let’s get started and make your Smartsheet even more efficient and organized.

Step 1: Open Your Smartsheet

To access your Smartsheet, please follow these steps:

1. First, go to the Smartsheet website and log in to your account.
2. After logging in, you will be directed to your Smartsheet dashboard.
3. Select the sheet you wish to open from the list of available sheets.
4. The chosen sheet will then open in the Smartsheet interface, displaying all columns, rows, and data.

For an enhanced Smartsheet experience, consider customizing your workspace, exploring different views, and utilizing collaboration features.

Remember to save your work regularly and take advantage of Smartsheet’s help resources for any additional guidance.

Step 2: Choose the Sheet to Add a Column

To add a column in Smartsheet, follow these steps:

1. Open your Smartsheet account.
2. Choose the sheet where you want to add the column.
3. Click on the “+” icon located on the right side of the sheet.
4. From the drop-down menu, select “Column”.
5. Choose the type of column you want to add (e.g., Text/Number, Date, Contact List, Checkbox, etc.).
6. Give the column a name.
7. Customize the column settings as needed.
8. Save the column.

Suggestions: It’s important to select the right sheet before adding a column to ensure it’s placed in the correct location. Consider organizing your columns strategically to improve the efficiency of your workflow. Additionally, make sure to choose the sheet where you want to add the column before proceeding with the next steps.

Step 3: Click on the “+” Icon on the Right Side of the Sheet

When adding a column in Smartsheet, follow these steps:

1. Open your Smartsheet.
2. Choose the sheet where you want to add a column.
3. Click on the “+” icon on the right side of the sheet.
4. Select “Column” from the drop-down menu.
5. Choose the type of column you want to add.
6. Give the column a name.
7. Customize the column settings.
8. Save the column.

Pro-tip: Use the “+” icon to easily add columns in Smartsheet and keep your data organized.

Step 4: Select “Column” from the Drop-down Menu

To add a column in Smartsheet, follow these steps:

1. Step 1: Open your Smartsheet
2. Step 2: Choose the sheet to add a column
3. Step 3: Click on the “+” icon on the right side of the sheet
4. Step 4: Select “Column” from the Drop-down Menu
5. Step 5: Choose the type of column to add
6. Step 6: Give the column a name
7. Step 7: Customize the column settings
8. Step 8: Save the column

By following these steps, you can easily add a new column to your Smartsheet.

Step 5: Choose the Type of Column to Add

When adding a column in Smartsheet, the fifth step is to select the type of column to add. There are several options available:

1. Text/Number Column: Use this for general text or numerical data.
2. Date Column: Use this to track dates and deadlines.
3. Contact List Column: Use this to manage a list of contacts.
4. Checkbox Column: Use this for creating checklists or marking tasks as complete.
5. Dropdown List Column: Use this for creating a list of predefined options to select from.

Consider the specific needs of your project and choose the most appropriate column type. For instance, if you need to track dates, select the Date Column. If you need to manage a list of contacts, choose the Contact List Column. Customizing your columns will improve organization and efficiency in Smartsheet.

Step 6: Give the Column a Name

To name a column in Smartsheet, follow these steps:

1. Open your Smartsheet.
2. Choose the sheet to which you want to add a column.
3. Click on the “+” icon on the right side of the sheet.
4. Select “Column” from the drop-down menu.
5. Choose the type of column you want to add.
6. Enter a name for the column in the designated field.
7. Customize the column settings as needed.
8. Save the column to finalize the changes.

To streamline the process, consider these suggestions:

• Keep column names concise and descriptive.
• Use consistent naming conventions for better organization.
• Consider the order and arrangement of columns for optimal workflow.

Step 7: Customize the Column Settings

In Smartsheet, customizing the column settings is an optional step that allows you to tailor the appearance and behavior of a column to fit your needs:

1. Click on the column header to select the column you want to customize.
2. Click on the “Column Properties” icon in the toolbar.
3. In the “Column Properties” panel, you can modify settings such as column width, alignment, format, and more.
4. Adjust the settings according to your preferences.
5. Click “Apply” to save the changes.

By customizing the column settings, you can optimize your workflow and ensure that the columns in your Smartsheet are organized and displayed in the most efficient way for you.

The development of column customization in Smartsheet was driven by user feedback and the need for greater flexibility and personalization in managing data. This feature has greatly enhanced user experience and productivity.

Step 8: Save the Column

Saving a column in Smartsheet is the final step in adding a new column to your sheet. Here is a step-by-step guide on how to save the column:

1. Open your Smartsheet and choose the sheet where you want to add a column.
2. Click on the “+” icon located on the right side of the sheet.
3. Select “Column” from the drop-down menu.
4. Choose the type of column you want to add, such as text/number, date, contact list, checkbox, or dropdown list.
5. Give the column a name that accurately represents the data it will contain.
6. Customize the column settings, if necessary, to meet your specific needs.
7. Review the changes you have made and ensure they are correct.
8. Finally, click “Save” to save the column to your sheet.

By following these steps, you can easily add a new column and save it in Smartsheet.

What are the Different Types of Columns in Smartsheet?

When working with Smartsheet, it’s important to understand the various types of columns that can be added to your sheets. Each column serves a different purpose and can enhance the functionality of your sheet. In this section, we will discuss the different types of columns in Smartsheet and how they can be used to organize and manipulate your data. From text and number columns, to date and contact list columns, we’ll cover the wide range of options available to you.

1. Text/Number Column

To add a Text/Number column in Smartsheet, follow these steps:

1. Open your Smartsheet.
2. Choose the sheet where you want to add the Text/Number column.
3. Click on the “+” icon on the right side of the sheet.
4. Select “Column” from the drop-down menu.
5. Choose the “Text/Number” column type.
6. Give the column a name.
7. Customize the column settings if needed.
8. Save the column.

By following these steps, you can easily add a Text/Number column to your Smartsheet, allowing you to input and manipulate text and numerical data in your sheet.

2. Date Column

To add a date column in Smartsheet, follow these steps:

1. Open your Smartsheet.
2. Choose the sheet where you want to add the Date Column.
3. Click on the “+” icon on the right side of the sheet.
4. Select “Column” from the drop-down menu.
5. Choose the “Date” option from the available column types.
6. Give the Date Column a name.
7. Customize the Date Column settings, such as format and display options.
8. Save the Date Column.

By adding a Date Column, you can effectively organize and track dates in your Smartsheet, whether it’s for project deadlines, task due dates, or event schedules.

3. Contact List Column

A contact list column in Smartsheet allows you to manage and organize contact information within your sheets. Here are the steps to add a contact list column:

1. Open your Smartsheet.
2. Choose the sheet to add the Contact List Column.
3. Click on the “+” icon on the right side of the sheet.
4. Select “Column” from the drop-down menu.
5. Choose the “Contact List” column type.
6. Give the column a name.
7. Customize the column settings, such as adding or removing fields.
8. Save the Contact List Column to complete the process.

By adding a Contact List Column, you can easily keep track of contact information, such as names, emails, phone numbers, and more.

4. Checkbox Column

To add a checkbox column in Smartsheet, follow these steps:

1. Step 1: Open your Smartsheet.
2. Step 2: Choose the sheet to add a checkbox column.
3. Step 3: Click on the “+” icon on the right side of the sheet.
4. Step 4: Select “Column” from the drop-down menu.
5. Step 5: Choose the “Checkbox” column type.
6. Step 6: Give the column a name.
7. Step 7: Customize the column settings if needed.
8. Step 8: Save the checkbox column.

Adding a checkbox column allows you to track completed tasks, mark items as done, or create a checklist within your Smartsheet.

5. Dropdown List Column

To add a dropdown list column in Smartsheet, follow these steps:

1. Open Smartsheet and select the sheet where you would like to add the column.
2. Click on the “+” icon located on the right side of the sheet.
3. Choose “Column” from the dropdown menu.
4. Select “Dropdown List” as the type of column to add.
5. Name the column.
6. Customize the column settings, including adding options to the dropdown list.
7. Save the column to apply the changes.

6. Contact List Column

A contact list column in Smartsheet allows you to store and manage contact information within your sheets. Here are the steps to add a contact list column:

1. Open your Smartsheet.
2. Choose the sheet to add a contact list column to.
3. Click on the “+” icon on the right side of the sheet.
4. Select “Column” from the drop-down menu.
5. Choose the contact list column type.
6. Give the column a name.
7. Customize the column settings.
8. Save the column.

By following these steps, you can easily add a contact list column to your Smartsheet.

7. Contact List Column

A Contact List Column in Smartsheet allows you to store and manage contact information within your sheets. Here are some key points to consider:

• Functionality: The Contact List Column provides a structured format to store contact details like names, email addresses, phone numbers, and more.
• Customization: You can customize the column settings to display the desired contact information fields, such as job titles or company names.
• Efficiency: With the Contact List Column, you can easily access and update contact details directly within your sheet.
• Collaboration: This column type enables you to share and collaborate on contact information with team members in real-time.
• Integration: Contacts stored in the Contact List Column can be easily integrated with other Smartsheet features, such as automated workflows or email notifications.

How to Rearrange Columns in Smartsheet?

To rearrange columns in Smartsheet, follow these simple steps:

1. Open your Smartsheet document and navigate to the sheet where you want to rearrange columns.
2. Hover your cursor over the column header you want to move until a four-arrow icon appears.
3. Click and hold the left mouse button and drag the desired column to its new location.
4. Release the mouse button to drop the column in its new position.
5. Repeat the process for any other columns you want to rearrange.
6. To ensure the changes are saved, remember to click the “Save” button.

How to Delete a Column in Smartsheet?

To delete a column in Smartsheet, follow these steps:

1. Open the Smartsheet document you want to edit.
2. Click on the header of the column you want to delete to select it.
3. Right-click on the column header to reveal a dropdown menu.
4. In the dropdown menu, click on the “Delete” option.
5. A confirmation message will appear, asking if you want to delete the column. Click “Delete” to confirm.
6. The selected column will be removed from your Smartsheet document.