How to transform Workapp content into a Portfolio view?

Grizz
Grizz ✭✭✭
edited 07/17/24 in Smartsheet Basics

I feel like I am asking a really easy question but how do you view smartsheet items in a workapp in this portfolio view? This is from the create solution templates but I cant seem to find an way to make this view where it shows sheets/reports/dashboards in one viewable area like this? Does this require a different smartsheet license to create?

I cant seem to find this view anywhere besides on create a solution templates

Best Answer

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni
    Answer ✓

    That's a view specific to the template gallery and isn't a generally available layout.

    You can somewhat replicate that by creating a workapp that has your content (dashboards, sheets, etc) in it. The navigation panel is on the left, though, and content is in the middle.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

Answers

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni
    Answer ✓

    That's a view specific to the template gallery and isn't a generally available layout.

    You can somewhat replicate that by creating a workapp that has your content (dashboards, sheets, etc) in it. The navigation panel is on the left, though, and content is in the middle.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN