Working with Calendars

 Jump to Calendar View video demonstration

Any sheet with a Date column can be displayed as a calendar by switching to the Calendar View. The Calendar View is a reflection of the dates contained in your sheet - populate date column(s) to populate the calendar. From the Calendar View, you can select which dates to display, edit task information, and change the calendar time frame.
 
 

Selecting Dates to Display

The sheet owner, and collaborators with Admin access to the sheet can determine which tasks will be displayed in Calendar View. Click the Calendar Settings icon  in the left toolbar. The Calendar Settings form appears.


 
  • Select a column from the Display only dates in this column drop-down list to place each task with a date listed in the column on a single date in the calendar.

  • Use the Display date ranges drop-down list to select two date columns in your sheet. In this case, each task with a date in both columns will be displayed in the calendar extended across the date range. This feature is most helpful when tracking a task from start to finish.

    TIP: If you don't want to see all tasks appear in the calendar, create a new date column (i.e. 'Calendar Date') in Grid View. Only place dates in this column if you want the task to appear in the calendar. Switch back to Calendar View and select your new date column in the Calendar Settings form.

  • By default, Display Summary Tasks will be checked, but you can de-select this option to hide the top-level parent row, and only display sub-tasks in the Calendar View.

    NOTE: This will remove the summary tasks from the Smartsheet calendar view, but not from the version that is published to Google or iCal.

  • Select Display My Reminders to display a bell icon on each day in the calendar that a reminder is scheduled to be sent to you. All sheet collaborators have the option to display their reminders.

Each bar in the calendar will display the text from the Primary Column. When parent rows are expanded in the sheet, bar colors for child rows can be set by right-clicking (PC) or Ctrl+clicking (Mac) on the bar and selecting Color Settings. Additional information can be found in our Changing the Color of Calendar Bars article.

NOTE: At this time there isn't a way to schedule a task to take place at a certain time, only a certain date.
 
 

Editing Task Information


The sheet owner, and collaborators with either Admin or Editor access can change the date for a task by dragging the bar and dropping it on a new day. Tasks that span a start and end date can be dragged from the left or right edge to extend their duration.

NOTE: The drag functionality is not available if Dependencies are enabled on the sheet or if the bar being displayed is from a parent row (any row with sub-tasks indented underneath).

You can edit rows from the Calendar View by double-clicking on the calendar bar. The Edit Row form appears, enabling you to edit all cells in the row. Changes made here will be reflected in the Grid View.
 
 

Changing Calendar Timeframe


To change the time frame in Calendar View, click the right or left arrow at the top to move forward or backward in time. Click the drop-down to change the units of time.



Clicking on the mini-calendar will also allow you to navigate through your project by dates.

Once you’ve configured your Calendar View you can either Print the calendar to PDFPublish it to an external calendar program, or send it to a recipient via email using the envelope icon in the left toolbar.

NOTE: When printing a Calendar, it will always print 4 weeks of calendar information per page, and there is not a way to adjust the size of the boxes.

 
For an instructional demonstration on working with calendars, please review the video walk-through below:

 

If you don't have access to YouTube, click here to watch the video.

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