How do I set a sheet to be locked as a card or calendar view?

Jennifer Parins

I use a sheet to identify actions that different departments need to complete. However, there are times that the client opens the sheet and it is on grid view. This confuses the clients and they need to return to card view. It would be better for the sheet to be locked in card view. Is this possible?

EvanShortreed

Hi Jennifer,

This can be accomplished by setting the default view of the sheet to card view. Here are the steps:

1. Open the sheet
2. Click on the share button in the upper right
3. When the window opens to add people there will be section in the bottom left called "Default view"
4. Click on edit and switch to card view

This will not lock it card view for good but always default to that view upon opening it.

Hope this helps!