Applies to

Smartsheet
  • Business
  • Enterprise

Capabilities

Who can use this capability

  • Owner
  • Admin

Provide context to symbols with a sheet summary legend

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

PLANS

  • Smartsheet
  • Business
  • Enterprise

Permissions

  • Owner
  • Admin

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, select the Menu icon on the right side of the field and select Lock field.

 

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