Learning Track
This Help Article appears in the Smartsheet Intermediate learning track. Get the most out of this learning track by starting at the beginning.
Provide Context to Symbols With a Sheet Summary Legend
This Help Article Appears in the Following Learning Tracks
Build a legend in the sheet summary to describe the meaning of each icon or symbol on your sheet.
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.
Business, Enterprise, and Premier plans.
Create a sheet summary legend
In your sheet summary:
- Add a Text/Number field at the top of your sheet summary with a description of the legend.
- 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.
- 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.