Smartsheet Basics

Smartsheet Basics

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Dashboard menu dropdown for navigation to other dashboards

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edited 05/02/24 in Smartsheet Basics

I've seen lots of discussions on using dropdowns on a dashboard for interactive reports, etc. I have a slightly different question. I am starting to collect several dashboards, typically grouped by some category:

  • Manager views (financial, workload, etc)
  • Staff views (assigned tasks, vacation requests, other resources)
  • Marketing (events calendar, CRM)
  • IT / Intranet

I am looking to create a simple navigation between dashboards. I could put a small title widgets at the top that link to the sheets, but I could quickly start taking up more space than is reasonable. (right now at a readable text height, I can do about 7 or 8 of these across the top)

Question: Is there a 3rd party app where I could create drop down menus with hyperlinks and embed them in the dashboard? Then I could have dozens of dashboards grouped into menu categories. While I would prefer for the data to be private, this seems to be an issue with web content requiring added logins, etc… So I am OK with the 3rd party app being published to the public, as its only hyperlinks into smartsheet, and access would still require login credentials and having appropriate access.

Thanks!

Tim

Answers

  • Community Champion

    Dashboard menu dropdown for navigation to other dashboards

    Hi,

    I hope you're well and safe!

    Have you explored using WorkApps?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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    For some reason I can't @ you Andree.

    Does workapps have a dropdown functionality? Or are you referencing the sidebar navigation that comes with workapps? I have looked at it and it's not something we are currently using company wide, so not a solution for now. Maybe later.

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