Calendar App: Interact with a Calendar

Applies to

Smartsheet

Capabilities

Who can use this capability?

roles and permissions People on a plan with the Calendar App can create and own calendars. Anyone with a Smartsheet account can access a shared calendar in the Calendar App.

Plan types icon The Calendar App is a premium offering available for purchase to Smartsheet customers using a Business plan or higher. You must have a license to create and own a calendar.

Use the Calendar App to display your Smartsheet data in customized calendar formats. People who have access to the calendar can interact with relevant data without opening the Smartsheet app.

For more information about creating or editing a calendar with Calendar App, see Keep Your Teams Organized with the Smartsheet Calendar App

Smartsheet Calendar App is a premium add-on and is available for purchase. For more information about how to obtain Smartsheet Premium Apps, please contact Smartsheet Sales.

Before You Begin

You can access the Calendar App after someone has shared a view to you or if an administrator on your plan has given you access to the application.

Access the Calendar App

You can access the Calendar App from the App Launcher in Smartsheet, or by logging in with your Smartsheet credentials. For information about using the App Launcher, see Access Premium Apps and Templates With the Launcher.

Calendar App at a Glance

After you sign in to the app with your Smartsheet credentials, you’ll see a list of the calendars that you own or are shared to you. In the Calendar App, you’ll be presented with a view of calendar tiles that has been customized by the calendar owner.

From the Calendar App home page, select the name of the calendar you want open. You’ll see your Smartsheet data displayed based on how the calendar was configured by the calendar owner.

TIPS:

  • Use the arrow buttons in the upper-right corner to move forward or back to different dates.
  • To narrow the list of calendars you see, try searching for a specific calendar name or applying a filter to the list.

     Filter Search

 

 

View or Edit Tasks

Select a task tile to view or edit the tasks details.

If you have Editor or higher permissions to the sheet on which the calendar is based, you can edit details in the calendar to update the underlying sheet.

Depending on your permissions, in the Details window, you can: 

  • Edit task details such as the task name, due date, or assigned user.
  • Add comments and attachments if a calendar owner has allowed those items in the calendar.
  • Select Open Row in the bottom of the details pane to open the row in the underlying sheet directly.

Calendars Customized for You

Each calendar is created with specific settings, such as the default view (Daily, Weekly, etc.). However, when viewing a calendar, you can adjust how information is displayed to suit your needs.

Adjusting the Displayed Time Frame

Use the time-frame button to display different spans of time. You can select from:

  • Day
  • Week
  • Month
  • Multi-Month
  • Quarterly 
  • Day-Month
  • 454 Calendar (Note that this will only be displayed if a calendar owner has enabled this option)

TIP: Use the Today button to return to the current date.

Use Filters to Refine the Calendar

You can use filters to refine how information is displayed in a calendar. For example, you can use filters to display tasks that are overdue or assigned to a specific person. Select the Filter icon at the top of the calendar to apply, create, edit, or delete filters in the calendar.

Create a New Filter

Create Filter

To create a new filter:

  1. Select the Filter icon and select the New Filter button.
  2. In the Filter form, select the conditions that you want to apply to the data in the view and then select Apply to see the results of the filter.
  3. (Optional) Name the filter to make it easy for you to tell the filters apart. If you do not provide a name, the filter will be saved as Unnamed Filter. 

NOTE: If you are the Owner of the calendar, you will also have the ability to make the filter available to all users of the calendar by enabling the Share Filter option.


TIP: If there are existing filters on the calendar, you can also start a new filter by cloning the existing filter. From the Filter menu, hover over the name of the existing filter and select the Clone button.

Edit a Filter

After you’ve created a filter, you can always go back and change the criteria later. To edit an existing filter:

  1. From the Filter menu, hover over the name of the filter and select the Pencil icon.
    TIP: The title of the form will display the name of the filter that you’re about to modify. Verify the title to ensure that you’re modifying the correct filter.
  2. In the Filter form, update the conditions as desired and select Apply.

Disable a Filter

To show an unfiltered view of your calendar, select Filter Off in the Filter menu.

Delete a Filter

To delete a filter (remove it from the calendar and the menu), select the Filter menu, then hover over the name of the filter and select the Delete icon.

For more information on using filters in the Calendar App, see Calendar View Filters: Frequently Asked Questions.

Embed a Calendar in a Smartsheet Dashboard

To embed a calendar in a Smartsheet dashboard, use a Web Content widget:

  1. From the calendar in the Calendar App, and copy the calendar URL from the browser address bar .
  2. Switch to the Smartsheet dashboard, and select Edit in the upper-left corner of the dashboard.
  3. Create a new Web Content widget and paste the calendar URL into the Web Content Widget window and select Done.
  4. Select Save in the upper-left corner to save your changes.

For more information, see Add Interactive Content to a Dashboard With the Web Content Widget.

TIP: You can set a filter before copying the calendar URL so that people viewing the dashboard will see the filtered view.

Download or Print a Calendar

To create a one-time snapshot of your calendar, download it to create an image or printable PDF.

Download a Calendar

Select Download to download a PNG image file of the current calendar. By selecting Download, you’ll create an image of exactly what you see in the current view.

Customize and Download as PDF

Select Download PDF to customize and print a PDF version of the calendar.

In the Print to PDF window, use any of the following customization options:

  • Change orientation, paper size, zoom, tile display, and compress as desired. 
  • Print with Filters: Select On to print the items as they appear in the current view with filters applied; select Off to print all items. 
  • Print Template: 
    • Select Default to create a PDF with the calendar name on top and the legend in the footer.
      NOTE: The Month/Week reference is not displayed in the export.
    • Select Legend on Top to create a PDF with the Month/Week reference and legend on top, with the calendar name in the footer. In this template, the legend will only show the first 6 legend items.

Once you’ve selected your options, select Download to generate the PDF.