Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
- Owner
- Admin
Set a default sharing view
If you created the sheet or have Admin-level sharing permissions, you can apply a default view and filter to determine how anyone you share your sheet with sees it.
Who can use this?
Plans:
- Pro
- Business
- Enterprise
Permissions:
- Owner
- Admin
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
For example, you can set a default view or have newly shared collaborators open a sheet directly to Card View with a filter applied that shows them only high-priority tasks.
You need to create a saved filter before setting a default filter.
Set a default view on your sheet
- Select Share in the top right corner of the item.
- Select Collaborators to display the list of current Smartsheet users shared on the sheet.
- To the right of Default View, select Edit. The Default View form appears.
- Under View, select Grid View, Card View, Gantt View, Calendar View, Table View, Board View, or Timeline View.
You can also select a default filter if you have any available. If you select Card View, you can set the column used Card View lanes.
- Select Save.
The mobile app doesn't support Default View settings. Anyone accessing a sheet from the app sees it as Grid View.
By sending a collaborator the URL from the address bar of your browser, you can ensure that they're looking at an item with the same view and filters you define.