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Creating and Managing Sheets

Published March 4, 2026 · Last updated March 7, 2026 · 3 min read

This guide covers adding, renaming, duplicating, reordering, and deleting sheets inside a workbook. By the end, you'll know every way to organize your sheets — starting with the fastest.

Add a New Sheet

The quickest way: ask the agent.

Add a new sheet to this workbook with columns for Name, Email, Status, and Last Contacted.

The agent creates the sheet, configures the fields, and switches you to it. Adjust from there.

To add one manually:

  1. Click the + button at the left end of the sheet tab bar. A new sheet named Sheet 2 (or the next number) appears.

  2. The sheet opens with default columns labeled A through Z. Add your own fields by clicking the + at the end of the column headers.

Tip: New sheets are added to the right of your existing tabs. You'll be switched to the new sheet automatically.

Rename a Sheet

Double-click the sheet's name in the tab bar. The name becomes an editable text field. Type the new name and press Enter.

You can also right-click the sheet tab and select Rename sheet from the context menu.

Keep names short and descriptive — "Q4 Revenue" beats "Sheet 2."

Customize Column Icons

Columns can display custom icons in their headers, making it easier to visually distinguish fields at a glance — especially in sheets with many columns.

To set an icon:

  1. Right-click a column header and select Set column icon. An icon panel opens.

  2. Type in the Filter icons field to search, or scroll to browse. The panel includes hundreds of options.

  3. Pick a color from the color picker. Ten colors are available.

  4. Click the icon to apply it. The icon appears in the column header alongside the column name.

To remove an icon, open the same panel and click Remove icon.

Tip: Icons are a quick way to create visual groupings — use one color for contact fields, another for status fields, and a third for dates. Your future self will thank you.

Duplicate a Sheet

Right-click the sheet tab and select Duplicate sheet. Obvious copies the sheet's structure and data into a new tab. You're switched to the duplicate automatically.

This is useful when you want to experiment with a dataset without touching the original, or when you need several sheets with the same field setup.

Tip: Ask the agent to duplicate and modify in one step: "Duplicate the Leads sheet and rename it to Qualified Leads."

Reorder Sheets

Drag a sheet tab left or right to move it. Drop it where you want. The new position saves automatically.

Drag is constrained to horizontal movement, so you won't accidentally pull a tab out of the bar.

Delete a Sheet

Right-click the sheet tab and select Delete sheet. A confirmation dialog asks if you're sure — because this action cannot be undone. All records in the sheet are permanently removed.

A workbook must have at least one sheet. If only one sheet remains, the delete option is disabled.

Warning: Deleting a sheet removes all of its data permanently. Export your data first if you might need it later.

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