Applies to
- 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're the sheet Owner or have Admin-level sharing permissions, you can ensure that anyone shared to your sheet sees it as you've intended by applying a default view and filter.
Set a default sharing view
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 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, or Calendar View. You can also select a default filter and specific Card View lanes.
- Select 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.
Default View settings don't apply to the mobile app. Users accessing a sheet from the app are defaulted to Grid View.