Keep sheets and other items organized in a folder

A folder is a great way to organize Smartsheet items without affecting their sharing permissions. You can create folders within or outside of a workspace. 

Each folder you create outside of any workspace is private to you, even if the folder contents are shared. You can move Smartsheet items between such folders without affecting collaborator access to those items.

Each folder you create within a workspace inherits the sharing permissions of that workspace. For details on shared workspaces, see Share a workspace.

Users on a paid plan can edit and create folders.

Create a folder

1. On the left Navigation Bar, select Browse.
2. In the left panel, right-click the location where you'd like to add the new folder—the Sheets directory, another folder, or a workspace— and select Create New > Folder.
3. Enter a folder name and then select OK.

You can create a folder within a folder (the number of levels isn't limited) or drag one folder into another to create a folder hierarchy.

Add items to a folder

To create a new folder:

1. Click on the folder in the left panel.
2. Click Create button at the top of the window and select the item type that you want to add.

To move items into the folder:

1. Use the left pane to navigate to the item you want to move.
2. Select the name of the item and drag it to the new folder.

Remove a folder

To remove a folder, right-click the folder name and select Delete.

This will also remove all sheets, reports, and templates in the folder that are owned by you.

Export the contents of a folder

When you export a folder, you export the sheets and reports it contains. You can export a folder containing a maximum of 10,000 rows across all sheets. Learn how to export a sheet or report.

To export a folder:

1. On the left Navigation Bar, click Browse.
2. Right-click the name of the folder that you want to export and select the option that you want to use:
   • Export to Excel: Downloads a multi-tabbed Excel (.xls) workbook through your browser. The workbook will contain one tab per sheet in the folder. A Comments tab will appear next to any sheet that contains comments.
   • Export to PDF: The PDF Setup menu appears, enabling you to configure the appearance of the document. Click OK to download the PDF through your browser. Every sheet in the folder will appear in the export.
   • Export to Google Sheets: Creates a multi-tabbed Google sheet in your Google Drive account. The sheet will contain one tab per sheet in the folder. A Comments tab will appear next to any sheet that contains Comments.