Who can use this capability
Sheet Owners or those with Admin-level sharing permissions can set default views.
Set a default sharing view
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:
- In the top right corner of the item, click Share.
- 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, 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.
- 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.