Introduction to Workbooks and Worksheets

Workbooks and worksheets are similar to those from traditional spreadsheet programs, with unique features built on top. workbooks give you the benefit of traditional spreadsheets, with additional unique features like rich Data Types, Views, database-like Related Rows, and more.

Jumpstart your work with one of 100+ pre-built templates in our Template Gallery, import existing documents from other spreadsheet programs, or start from scratch with a new workbook.

Workbooks and Worksheets

Spreadsheets in are called workbooks. Each workbook is made up of one or more worksheets, each of which can have multiple Views. Worksheets in look familiar to those you might find in Excel or Google Sheets – a grid of cells organized into rows and columns, with support for text formatting, formulas, alphabetical and numerical inputs, etc.

But worksheets do more than just keep your data organized.

Rich Data Types let you include more types of information in your spreadsheets, like image attachments, dropdown Select lists, Icon selectors, Rating systems, and more. Views let you turn rows into cards on a Kanban board, events on a Calendar, or tasks and milestones on a Gantt Chart.

Related Rows turn your workbooks into relational databases, with worksheets linked like data tables. Integrations and no-code Automations help fit into your workflow by automating repetitive tasks and connecting your workbooks with popular third-party work tools and applications.

How to Create a New Document

You can create new documents from anywhere in via the Workspaces sidebar.

  1. Open the Workspaces sidebar by clicking on your workspace icon
  2. Click the blue +New button above the search bar
  3. Select the type of new document you want to create
  4. Assign your document a name, specify a location, and click Save

Creating New Workbooks

There are multiple ways to create a new workbook in


Begin with one of 100+ pre-built templates created by Browse the Template Gallery to find templates fit for any workflow and industry. Or, use a custom template created by you or a colleague.

Blank Workbook

Start with a blank workbook and create what you need from scratch. Input data manually, with copy and paste, using autofill, or by importing data from a CSV.

Import from CSV and Import from Excel

Import an existing spreadsheet file created in another program. Learn more about data conversion and supported file types in our article “Importing and Exporting Spreadsheets”.

Copy an existing workbook

Create a copy of an existing workbook from within the same workspace. Learn more in our article “Copying an Existing Document”.

Managing Workbooks

Manage your existing workbooks and other documents from the Workspaces sidebar. Hover over a workbook name and click the three-dot icon to the right of it.


From the dropdown, you can choose to open the document in a new browser tab, share it, rename it, move it to another folder, or delete it.

Worksheet Features


  1. Views Sidebar – Open and pin the Views Sidebar, where you can access a list of the current worksheet’s Views and create new ones.
  2. Workbook Dropdown – Access the Workbook Dropdown, where you can open the Document Menu, Version History, Download and Print, and more.
  3. Favorite – Click the star icon to add or remove the workbook from your Favorites list.
  4. View Toolbar – Manage how data is presented in your current View.
  5. Conditional Formatting – Add and adjust conditional formatting rules.
  6. Automations – Open the Automations dialog to create native, no-code automations and connect your workbook with other software and work tools.
  7. Table Header Row – See which row is currently configured as your worksheet’s Table Header Row.
  8. Expand Row – Click the expand icon to expand the selected row and the row channel.

  9. Workbook Channel – Open the workbook channel to view workbook messages and see a record of cell comments.
  10. Share – Access sharing and collaboration options.
  11. Notifications – View notifications from all of your workbooks.
  12. Sheet Display Settings – Show or hide the toolbar, formula bar, column icons, and letters on named columns.

  13. Worksheet Navigation – Create a new worksheet, navigate to other worksheets, and manage worksheet settings.
  14. Selection Calculator – Reference simple calculations like sums and averages across currently selected data.

Worksheet Navigation

In the bottom left corner of your browser window is a list of your workbook’s worksheets. By default, new blank workbooks contain one worksheet by default.


Create additional worksheets by clicking the + button. Click the three-bar icon to access a list of All Sheets, including hidden worksheets.


Click the arrow next to a worksheet’s name to open the context menu, where you can find options like deleting, duplicating, hiding, and renaming worksheets.


The Selection Calculator

The selection calculator sits in the bottom right corner of your browser window, and is visible when more than one cell is selected. The selection calculator displays simple calculations across the cells that are currently selected.

Unlike regular functions that are input into cells, the selection calculator appears automatically, but results only appear while the data is selected. Calculations found in the selection calculator are not retained; to keep the results in your spreadsheet, you must input a function or formula in a cell.

The selection calculator can perform six functions, each of which correspond with a traditional spreadsheet function:

Selection Calculator 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 of 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