Calendar View

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

Sheet or report Owners and Admin can select the tasks displayed in Calendar View.

Sheet Owner, Admin and Editor can edit the dates.

 

Calendar View is one of the four ways to view your sheet in Smartsheet and provides an interactive and easily customizable view of your work on a calendar. Smartsheet Calendar View also allows to publish or overlay on Google calendar or an iCal in Outlook or Apple calendars.  

Just like the other sheet views in Smartsheet, Calendar View is driven by the column types in your sheet. In order to create a Calendar, you must have at least one Date column, and can get more comprehensive with both a start and end date for a task. 

Learn more about working with the calendar view.

Work with Calendar View

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

Sheet or report Owners and Admin can select the tasks displayed in Calendar View.

Sheet Owner, Admin and Editor can edit the dates.

 

Any sheet or report containing at least one date column (more on date columns in our Column Types article) can be displayed as a calendar by selecting the Calendar View on the toolbar. You can either insert a new column, setting the column type to date or change an existing column's type to date.

You can change the format of dates by selecting an appropriate Language (Country) in the Personal Settings of your Smartsheet account. Details on how to change this can be found in the Adjusting Personal Settings article. 


Select Dates to Display

  1. Switch to Calendar View.
  2. Select the Settings icon on the right (below the Share button) to display the Calendar Settings form.
  3. From the form, you can make the following adjustments:
    • Select a column from the Display only dates in this column drop-down list to place each task with a date listed in the column on a single date in the calendar.
    • Use the Display date ranges drop-down list to select two date columns in your sheet. In this case, each task with a date in both columns will be displayed in the calendar extended across the date range. This feature is most helpful when tracking a task from start to finish.

      If you are working in a report, the Calendar View can reflect dates spread across multiple sheets. Make sure all of the sheets contain column names that exactly match what you have selected in the Calendar Settings. Tasks from sheets that do not contain these columns will not appear in the calendar as expected.
       
    • If you have set up row hierarchy in your sheet, you can choose whether to Display Summary Tasks. Uncheck this option to hide the top-level parent row and only display sub-tasks in the Calendar View.

      This will remove the summary tasks from the Smartsheet calendar view, but not from the version published to Google or iCal. As row hierarchy does not appear in the Grid View of a report, the option to Display Summary Tasks is not available in the Calendar View of a report.
       
    • Select Display My Reminders to display a reminder icon (a bell) on each day in the calendar that a reminder is scheduled to be sent to you. All sheet collaborators have the option to display their own reminders.

      Reminders can not be created from a report, so Display My Reminders is not available in the Calendar View of a report.

Each bar in the calendar will display the text from the Primary Column of the sheet or report. When parent rows are expanded in a sheet, bar colors for child rows can be set by right-clicking (PC) or Ctrl+clicking (Mac) on the bar and selecting Color Settings. Additional information can be found in our Changing the Color of Calendar Bars help article.

If you do not want to see all tasks appear in the calendar, create a new date column (i.e. 'Calendar Date') in Grid View. Only place dates in this column if you want the task to appear in the calendar. Switch back to Calendar View and select your new date column in the Calendar Settings form.

At this time there is not a way to schedule a task to take place at a certain time, only a certain date. Project sheet tasks with duration in partial days, hours, or minutes will still span across full days in the Calendar View, as well as in any published versions of the calendar.
 


Edit Row Information

You can change the date for a task by dragging the bar and dropping it on a new day. Tasks that span a start and end date can be dragged from the left or right edge to extend their duration.

You can edit rows from the Calendar View by double-clicking on the calendar bar. The Edit Row form appears, enabling you to edit all cells in the row. Changes made here will be reflected in the Grid View.

The drag functionality is not available in a report's Calendar View, or for parent rows (any row with sub-tasks indented underneath) in a sheet if dependencies are enabled.


Change the Calendar Timeframe

Click the right or left arrow at the top and elect your desired the units of time.


Print your calendar

Once you have configured your Calendar View you can either Print the calendar to PDFPublish it to an external calendar program, or send it to a recipient via email by clicking File > Send as Attachment.

When you print a Calendar, it will always print 4 weeks of calendar information per page, and there is not a way to adjust the size of the boxes.