Filter Templates?

Hi.

I am creating a series a schedules for my company to track activity in the different zones we are working from. My question is, is there a way to create filter templates? For example, if I am creating weekly and daily schedule reports can I copy/paste or make a template for a filter? Learning how to use this software still so apologies if I am not making sense.

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Answers

  • Matt Johnson
    Matt Johnson ✭✭✭✭✭✭

    Hi @scott.mcg

    If you click the Share Filter checkbox, then everyone who has access to that sheet can use that filter. Also if you save as new the filter will stay with the sheet.







    As you learn more about Smartsheet you might find opportunities to use reports instead of filters which has tons of benefits over filters.

    I hope that helps. -Matt

    Matt Johnson

    Sevan Technology

    Smartsheet PLATINUM Partner