Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

  • Owner
  • Admin

Provide context to symbols with a sheet summary legend

Build a legend to describe the meaning of each symbol in your sheet.

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Permissions:

  • Owner
  • Admin

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

Symbols in Smartsheet offer a quick way to visualize information, but their meaning can vary based on your sheet's context. Adding a Sheet Summary legend provides a reference for each symbol's representation, making it easier for collaborators to interpret data correctly and stay aligned. 

Create a sheet summary legend

In your sheet:

  1. Select the Summary icon  Brandfolder Image on the right feature bar.
  2. To a legend summary, click the + New field button, select the Text/Number type, and name the field. The named text field appears.
  3. Enter your legend summary in the text field.
  4. Select + New field. Name the field and select the type Symbols... In the Visual symbol section, select the group of symbols that contains the symbol you want to describe.  Brandfolder Image Symbols sheet summary field properties
  5. Select OK. The symbol field appears next in the Sheet Summary.
  6. In the symbol field you just created, select the symbol to display.  Brandfolder Image Sheet summary symbol field menu
  7. Repeat steps 4 and 5 for each symbol you want to describe.

Here’s an example of how this could look like:
Brandfolder Image Symbols legend in sheet summary

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