Standardize sheet summaries across sheets

Use batch copy to help keep sheet summaries consistent across up to 20 sheets.

Who can use this?

Plans:

  • Business
  • Enterprise

Permissions:

  • Owner
  • Admin

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Maintain consistency with your metadata and portfolio data by copying the sheet summary structure, formulas, and other content up to 20 existing sheets at once.

Copy the sheet summary

In the sheet summary that contains the fields that you want to copy: 

  1. Select the menu icon  More kebab menu.  on the right side of the sheet summary.
  2. Now, choose:

  • In table view, Copy all fields to another sheet.

  • In grid view, Copy.

  1. Select up to 20 sheets to copy to. The field names are copied automatically. To copy the field values, check the Include field values box in table view or the Field names, values, and formulas in grid, gantt, card, and calendar view. 

    Copy the sheet summary to other sheets
  2.  Select Copy.

Copying a sheet summary to other sheets is a permanent process, which you can't undo. If there's a risk of overriding data, a prompt appears before the batch copy process starts.