Introduction to Workbooks and Worksheets

Workbooks and Worksheets help you organize, analyze, and store data.

With, you get all the benefits of traditional worksheets, plus many of our unique features, like data types, views, and related rows to connect workbooks.

Use's workbook templates to get up and running quickly, import from other spreadsheet software, or start your own workbook from scratch. You can create workbooks for important projects like bug tracking your software, planning the marketing for your next product launch, or tracking customer engagement with your mobile app. All you need to do is create a new workbook and get started.

What are Workbooks and Worksheets?

From your home page, you can see all of the workspaces and folders that you are a part of, each with their own set of workbooks. If a folder is empty, you can get started by creating a new workbook.


Like other spreadsheet systems, spreadsheets in are called workbooks. Workbooks live inside folders in your or your team's workspace. Each workbook can have any number of worksheets within it, and each worksheet can have multiple views. 

Workbooks and worksheets in are more than grids of cells containing numbers, text, and formulas. They have everything you need to create and manage projects, databases, workflows, processes, and other business applications.

We'll explore creating workbooks below.


Just like traditional spreadsheets, worksheets in are made up of columns and rows. They are the individual sheets inside your workbook and can be customized with multiple views. You can have as many worksheets in a workbook as you need. However, has many unique worksheet features, as detailed in the Worksheet Features section below

Creating a Workbook

You can create a new workbook via your homepage.


Here, create new workbooks from the top navigation bar (1) or from directly within a workspace (2) or folder (3).

Each button will open the New Workbook dialog where you can can create a new workbook three different ways: create a new workbook from a template, create a new blank workbook, or import an existing workbook from elsewhere.


Start from a template

If you are new to, we recommend that you start with a template. Our customizable templates cover many common uses, including project plans, RACI matrices, applicant tracking, and more. Plus, starting out with a template can show what can do. Check out our gallery of templates or our article on how to start from a template for more information.

Start from a blank workbook

If you want to start from scratch, you can always start from a blank workbook. When clicking + New workbook to start your new workbook, simply select Blank. For more information, visit our article on Creating a Workbook from scratch.

Import a CSV or Excel File

With, you can import an excel file and add some of’s unique customizations to it. Clicking on "Import CSV file" "Import from Excel" will let you import files with the .XLS, .XLSX, .XLT, .XLTX, and .CSV file extensions. Or, check out our article on importing spreadsheets for more information.

Import from Google Sheets

Currently, does not support importing directly from other spreadsheet platforms like Google Sheets. However, you can export spreadsheets from these platforms as either Excel files or CSV files and then import the exported documents into To learn more, see our article on importing spreadsheets.

Which spreadsheets can be imported into allows a variety of file formats to be imported, including:

  • Excel files with the extensions .XLS and .XLSX
  • Excel templates with the extensions .XLT and .XLTX
  • Other spreadsheets with the extensions .CSV and .TSV

Imported spreadsheets are subject to row limitations based on your plan. For more information, see our article on Workbook Storage and Size Limits, or read more about plans.


Copying an existing workbook, Saving a workbook as a custom template, and Creating a workbook from a custom template

For other ways to create and work with workbooks, see our articles on copying an existing workbook, saving a workbook as a custom template, and creating a workbook from a custom template.

Workbook Features

On your Home page, each workbook has a context menu that lists the options available. To access this context menu, either right-click on the workbook name or click on the arrow to the right of the workbook name.

Workbook-Options.jpg is designed for collaborative work. To unleash the power of collaboration, check out our articles on Workbook sharing and permissions and on Workbook channels and messages

Worksheet Features

Once you have created a workbook, you can start learning and working in that workbook's worksheets. By default, each workbook starts with one or more worksheets, each with a primary sheet view. But this isn't your ordinary grid, worksheets come with many unique features, some of which are noted in the illustration and notes below.


Jump to:  1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

Workbook Menu (1)

Click the three-bar icon in the upper left corner of your workbook to open the workbook menu. Here, you can find the FileEditViewInsert, and Format menus.

Pin Views sidebar (2)

Click here to open and pin the Views sidebar to the left side of your browser window.

View toolbar (3)

In, Views allow you to define different ways of showcasing your worksheet's data. You can create as many views of a worksheet as you want. Each view allows you to hide columns and define sorting and filtering criteria that are specific to that view only. Different types of views allow you to view your worksheet data in the traditional Sheet view, or in entirely new ways, such as cards in a Kanban View and to control who can access each view

Indenting and outdenting rows (4)

Most buttons in the sheet toolbar work the same as those in traditional spreadsheets. However, you will also find two new buttons in for indenting mceclip8.png and outdenting mceclip9.png rows. These are used to create row hierarchies for things like task lists, project plans, and organization structures. For more about row hierarchies, see Quick Start: Indenting rows to create row hierarchies.

Range name box (5)

The range name box displays the current cell or range of cells selected in your worksheet. Clicking on the range name box allows you to define and manage your named ranges, a name assigned to a contiguous range of cells for easy reference in formulas. For more information, check out our article on Named Ranges.

The primary column (6)

Each worksheet contains a primary column shown with a key icon mceclip10.png in the column header. Cell values in the primary column are used as display names for rows. Display names for rows are used in many places, such as related row cells and row cards, Kanban cards, and more. Any column can be the primary column, but there can be only one primary column per worksheet. For more about the primary column, see Quick Start: Columns, cells, and ranges.

Expanding rows (7)

When you hover over a row with your mouse, or when one or more cells are selected in a row, you will see a blue expand icon mceclip19.png to the right of the row number in the row header. Clicking on a row's expand icon, or double-clicking the row header, opens the row in a form view. For more about working with expanded rows, see our article on Expanding a row or Quick Start: Rows.

The table header row (8)

Sometimes, your worksheets have a row that acts as a table header with labels for your columns of data. In, you can explicitly mark a row as the table header row, which will break the worksheet into a header region and a table region. Only rows in the table region (i.e. rows below the table header row) will be treated as table records (i.e. subject to sorting and filtering, rendering as cards in Kanban, etc.). For more about the table header row, see our article on the table header region

Worksheet Navigation (9)

At the bottom of your workbook are multiple features to create new worksheets, navigate between worksheets, and more. By default, a new empty workbook created from scratch contains one worksheet, but you can add worksheets by clicking on the + sign on the bottom-left of your page.


Or click on the context menu of a worksheet to see options relating to the worksheet, like delete, rename, move, and duplicate.


When duplicating a worksheet, all of the existing sheet’s styling, formulas, formatting, and data – as well as its data type information and views – will be copied exactly as they appear. Duplicating an existing worksheet also maintains that sheet’s attachment and relationships, but all Related row data is converted to a 1-way relationship. For more information about Related rows and 1-way and 2-way relationships, check out The Related Row Data Type.

The Selection Calculator

In working with a spreadsheet, sometimes you need to quickly reference calculations along the way, but don’t need to include them within your spreadsheet’s data. Like traditional spreadsheets, you can quickly reference these simple calculations by selecting multiple cells and referencing the selection calculator in the bottom right corner of your workbook.

Unlike regular functions that you would input into a cell, using the selection calculator only requires selecting the function’s arguments and does not require any of the rest of the function’s syntax. The selection calculator appears automatically when two or more cells are selected. It can perform six functions:

Selection Calculator Function Corresponding Function Output
Count COUNTA Returns a count of the number of values in a selection
Count Numbers COUNT Returns a count of the number of numeric values in a selection
Sum SUM Returns the sum of values in a selection
Average AVERAGE Returns the average value of a selection
Min MIN Returns the minimum value of a selection
Max MAX Returns the maximum value of a selection

The selection calculator remembers the most recent function selected while you’re in the workbook. So if you wanted to quickly identify the maximum salary next, you would only need to select the new data, and the selection calculator will show the maximum value from there automatically.

The selection calculator results will only appear while the spreadsheet data is selected. To keep the results within your spreadsheet, input the corresponding function into a cell.

When using the selection calculator, it’s important to remember that its functions operate mostly the same way that regular functions do, both in their output and the data types they take as inputs. Because of that, the regular function rules apply.

If you select data that includes only text strings, for example, the only function that the selection calculator can perform is Count, since the rest of its functions cannot be applied only to text.

If you select a group of cells that include both text strings and numerical data, the selection calculator will apply Count to the entire selection, but will only include the numerical data when using any of the other five functions. can interpret other data types like Ratings as numerical values even if they don’t contain actual numbers. For more about working with different data types, see Introduction to Data Types.

Keep reading to learn more about setting up your first workbook, whether its from a template, an imported spreadsheet, or a new blank workbook.