How to default your view setting
Comments
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Smartsheet will remember your view when you saved the sheet last. If you're changing views to see your sheet in a different way, you might want to consider changing the sheet back just before you leave it.
You can apply a default view to someone else as you share it to them (not after they're already shared) with the steps in our help center: https://help.smartsheet.com/node/520104#defaultview
If they change their view of the sheet and then save it, the sheet will have that view when they open it.
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I have my default view set and it worked for a few days, but now it doesn't seem to be working. It was set to card view, with my tasks filter. Any idea how I begin to troubleshoot this? I have tried closing the sheet. We have 24 users and 3 admins and dozens of different filters.
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Hi,
Have you doublechecked the "Default View" settings?
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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I figured out how to do this simply by creating a copy of the sheet in the view I wanted, and I deleted the original. I had created a Task list that defaults to Gantt and is not usable in that format, so I changed the View to Grid View, copied it, and it's the default for the "new" sheet I created.
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Excellent!
Pro Tip. You can also change the view and save the bookmark of the view with filters and more.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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Hello @Andrée Starå:
I hope you are well.
I had saved the page as a favorite in my Chrome bookmark bar, but it kept opening as the Gantt View. Is this what you mean by saving the bookmark? Maybe it's Chrome, but that did not work for me.
Sincerely,
Lisa McG
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I'm excellent and I hope you are too!
Strange!
It works for me, something like this.
https://app.smartsheet.com/sheets/sheetidcharacterstring?view=grid
https://app.smartsheet.com/sheets/sheetidcharacterstring?view=gantt
https://app.smartsheet.com/sheets/sheetidcharacterstring?view=calendar
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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