Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
Sheet Owners or those with Admin-level sharing permissions can set default views.
Set a default sharing view
If you're the sheet Owner or have Admin-level sharing permissions, you can ensure that anyone shared to your sheet sees it as you've intended by applying a default view and filter.
Set a default view, for example, for newly shared collaborators to open a sheet directly to Card View with a filter applied to show only high priority tasks.
You need to create a saved filter before setting a default filter.
Set a default view on your sheet
- Select Share in the top right corner of the item.
- Select Collaborators to display the list of current Smartsheet users shared on the sheet.
- To the right of Default View, select Edit. The Default View form appears.
- Under View, select Grid View, Card View, Gantt View, Calendar View, or Timeline View. You can also select a default filter, and for card view, you can select the column used to power the lanes.
- Select Save.
Default View settings don't apply to the mobile app. Users accessing a sheet from the app are defaulted to Grid View.
You can ensure that a collaborator is looking at an item with the same view and filters applied by sending them the URL from the address bar of your browser.