Provide context to symbols with a sheet summary legend

Symbols in Smartsheet offer a quick way to visualize information, but their meaning can vary based on the context of your sheet.

Adding a sheet summary legend provides a reference for each symbol, making it easier to understand data correctly and stay aligned. 

Create a sheet summary legend

1. Open the sheet summary by going to the Summary icon  in the right feature bar of your sheet or in the toolbar. 
2. To create a legend summary, add a new field by selecting the New Field button at the bottom or the Add button (table view)at the top of the sheet summary.
3. Select Text/Number as the type and name your field. The new field appears on the sheet summary.
4. In the text field, add a summary of your symbol legend.
5. Now, add a new field, but select the Symbols type. In table view, they are named Status, Trends, Progress, and Ratings.
6. Select OK or Apply. The symbol field appears in the Sheet Summary.

7. In the symbol field you just created, select the symbol to display. 

   Lock these fields to prevent Editors from changing them. To lock a field, select the menu icon to the right of the field and select Lock Field.

8. Repeat steps 4 and 5 for each symbol you want to describe.
    
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