Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Rename, modify settings, or remove items published in Microsoft Teams

After you publish a Smartsheet item as a tab in teams, you can modify the settings and rename or remove the tab.

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Anyone can install and use the Smartsheet for Teams app, but you must be an Admin on Microsoft Teams to approve the integration.

  • Select the down arrow to the right of the tab name. 

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    Help Content for Integrations down arrow

Modify tab settings

Select Settings to modify how people in the channel interact with the Smartsheet item. You can set the item to:

  • Read Only - Full Version: Anyone in the Teams channel can view, but can't edit the Smartsheet item.
  • Editable by Anyone: Anyone in the Teams channel can view and edit the sheet. This option isn’t available for reports or dashboards.
  • Show in Full Tab View: See more of the Smartsheet item in the tab. This option hides your custom branding. 
  • Post to the channel about this tab: Uncheck this option to prevent messaging the channel about the new tab.

There isn't a way to use the current user filter criteria in a sheet added to a Microsoft Teams channel. See Create a filter to show or hide data for details on filters.


Rename or remove a tab

  • Select Rename to change the name of a tab. This changes the tab name only. It doesn't rename the Smartsheet item. 
  • Select Remove to clear a tab from the channel. This can't be undone. This deletes the tab only, while the item remains in Smartsheet.