How are you organizing your sheets folder now that....
Now that the ability to create folder structures within our Sheets folder is gone (WHYYYY????) I am curious how users are navigating with ease?
I have hundreds of things shared to me within my orginazation with new things shared all the time, and now have no way to structure them for quick finding within my sheets.
Any tips/tricks to keeping things… EASY to navigate? Because eliminating the abiltity to create folders in that space has been extremely frustrating for this user. 😳
Answers
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Hi Paula, great question—and I totally get how overwhelming it can be when you have tons of shared sheets coming your way!
If you have Admin or Owner access to the sheets that are shared with you, you can move them into a Workspace that you manage. Once there, you can create folders to organize them however you like—by project, team, date, or whatever makes sense for your workflow.
However, if you only have Viewer or Editor access, Smartsheet won’t let you move those sheets into a Workspace or folder. In that case, a workaround is to request the owner to move them into a shared Workspace or create reports or dashboards that reference those sheets and organize those instead.
I hope this helps!
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Womp. Thats not super convenient in an organization as large as ours, unfortunately…
Having to establish work arounds / band aids for a system that is supposed to drive efficiency and collaboration seems like an unnecessary added step.
