Provide Context to Symbols With a Sheet Summary Legend

Applies to

Smartsheet
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Owners and sheet Admins (who also have a license) can add new sheet summary fields, edit field properties, and type in existing locked or unlocked fields. Owners, Admins, and Editors can type in existing, unlocked fields. Anyone shared to the sheet can view the sheet summary.

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

Build a legend in the sheet summary to describe the meaning of each icon or symbol on your sheet.

Create a sheet summary legend

In your sheet summary:

  1. Add a Text/Number field at the top of your sheet summary with a description of the legend.
  2. Add Symbol fields to the sheet summary, one for each symbol. In the name of the field, type the purpose of the symbol. Make sure to select the group of symbols being used on the sheet for each individual field.
  3. In each Symbol field, set the icon that matches your description.

You may also want to lock these fields to prevent Editors from making changes to them. To lock a field, click the Menu icon (right side of the field) and select Lock field.