Introduction to Workspaces and Folders

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Your Spreadsheet.com homepage lets you create, organize, search, and control access to all of your workbooks in one place.

You may already know that Spreadsheet.com workbooks are more than traditional spreadsheets. Similarly, the Spreadsheet.com homepage is more than just a place to store workbooks. Your homepage lets you create, organize, search, and control access to all of your workbooks in one place. With workspace navigation and resources on the left sidebar and the main work area in the center, you can create, manage, and share folders and workbooks across all of the workspaces you have access to.

A Spreadsheet.com Workspace is where folders and workbooks live. Workbooks can be organized into one or more Folders. Licensed users in an workspace can create any number of folders and workbooks within them.

Workspaces

Your Spreadsheet.com Workspace

Your Spreadsheet.com workspace is a place for organizing your work and collaborating with as many people as you want. You can create any number of workbooks within your workspace and organize them into folders.

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From the workspace header, you can see the name of the workspace and the plan that it is currently on (1). You can also create a new folder in the workspace (2), or access the Workspace Settings (3).

By default, your workspace's name is your email address. You may want to change it to something descriptive like "[Your Name]'s Workspace" or "Sales and Marketing Team".

You can change your workspace's name and other settings by clicking the gear icon (3) at right. Workspace Settings, those that affect a single workspace, differ from Personal Settings, those that affect your profile and account across Spreadsheet.com.

Shared Workspaces

When you share something in your workspace with other people, they will see your workspace in their Spreadsheet.com home page. However, they will only see the workbooks and folders you've shared with them. 

Similarly, if anyone has shared a workbook or folder with you from another workspace, you will see their workspace in your Spreadsheet.com home page, but you'll only see the workbooks or folders they've shared with you. 

Folders

Folders are for organizing work within a workspace. Folders can contain any number of items and can be shared with any number of people. You can invite collaborators to your folder, move workbooks around in your folder, and delete folders all from your Spreadsheet.com Home page.

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You can create a new folder within your workspace by clicking the New Folder button represented by a folder icon in the top right corner of your workspace (1). Folders are housed under your workspace. By clicking the downward arrow to the right of the folder name (2), you can access options like renamingsharing, and deleting your folder.

Folders must be empty of all workbooks before they can be deleted. See our article on Moving a Workbook to a Different Folder for more details.

You can access folder sharing options by clicking the pink Share button (3) in the top right corner of your folder. The profile pictures of users who have access to the folder are displayed to the left of the button. To create a new workbook directly within a folder, click the + New workbook button (4) at the bottom of the folder.

To move an existing workbook between folders, hover over the workbook name, click the downward arrow to the right of the workbook name, and select "Move to..." from the dropdown.

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The Spreadsheet.com Homepage 

All of your workspaces, folders, and workbooks are visible from the Spreadsheet.com homepage. Click on the Spreadsheet.com logo in the top left corner of the screen at any time to return to your homepage. Let's take a closer look at the navigation and workspaces sidebar on the left hand side of your homepage.

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1: Search

You can search for workbooks in any of your workspaces via the search bar. Type the name of a folder or workbook you are looking for into the search bar and Spreadsheet.com will show you relevant results. Workspaces and folders with matching names will appear in the left navigation bar while workbooks with matching names will appear in the center workspace.

2: Favorites

Clicking on "Favorites" will show you all workbooks you have favorited with the star icon mceclip1.png. You can favorite a workbook from your homepage by clicking on the star icon to the left of the workbook name, or from within the workbook itself by clicking on the star icon to the right of the workbook name.

3: Recent

Clicking on "Recent" will show you all workbooks you have edited recently, in descending order of the last time they were edited.

4: Workspaces and Folders

All of the workspaces of which you are a member – as well as all of their nested folders – will appear here under the "Workspace" heading. You can collapse or expand each workspace and folder by clicking on the arrow icon to the right of their names. Each workspace or folder is a link you can click on to navigate to that workspace or folder. Hovering over a workspace or folder name will reveal additional options.

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Click and drag the drag handles (1) to quickly reorder workspaces and folders. Changes to their order here will be reflected in your homepage at large. Click the New workbook button (2) to add a new workbook to the highlighted folder, or click the Folder options button (3) to quickly access sharerename, and delete options for the folder.

When hovering over a workspace instead of a folder, the New workbook button (2) becomes a New folder button, and the Folder options button (3) becomes a Workspace settings button.

5: Resources

Links to some of Spreadsheet.com's resources are listed in the bottom left corner of the sidebar. Here, you can quickly access:

  • Templates - Spreadsheet.com's template gallery includes custom spreadsheet templates like product launch plans, a simple CRM solution, inventory management, and more.
  • Help Center - Our Help Center includes guides like this one and more, including our Quick Start Guide, function reference articles, and information about managing your Spreadsheet.com account.
  • Community - Use the Spreadsheet.com community to ask questions and chat with the Spreadsheet.com team and other users.
  • What's new - See updates on the latest product updates and new features in Spreadsheet.com

Continue reading all of our Workspace and Folders articles, including articles on creating a new workspace, moving workbooks, workspace sharing, and more.