Set a default sharing view

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

Sheet Owners or those with Admin-level sharing permissions can set default views.

Set a Default Sharing View

If you are the sheet Owner or have Admin-level sharing permissions, you can ensure that anyone shared to your sheet sees the sheet as you've intended by applying a default view and filter. Set a default view, for example, for newly shared collaborators to open a sheet directly to Card View with a filter applied to show only high priority tasks.

You'll need to create a saved filter before setting a default filter. For more information about creating filters, see our article on Using Filters to Show or Hide Sheet Data.

To set a default view on your sheet:

  1. In the top right corner of the item, click Share.
  2. Select Collaborators to display the list of current Smartsheet users shared on the sheet.
  3. To the right of Default View, select Edit. The Default View form appears.
  4. Under View, select Grid View, Card View, Gantt View, or Calendar View. You can also select a default filter and specific Card View lanes.

    NOTE: You'll need to create a shared filter before you can set a default filter. For more information about creating filters, see our article on Using Filters to Show or Hide Sheet Data.
     
  5. Click Save.

You can ensure that a collaborator is looking at an item with the same view and filters applied by sending them the URL from the address bar of your browser. (Learn more about views.)
NOTE: Default View settings don't apply to the Mobile App. Users accessing a sheet from the App will be defaulted to Grid View.