How to default your view setting

yjakubauskas · 03/30/18

Hello Smartsheet community,

I am wondering if there's any way to default your view setting to Gantt (or others) when you created a new blank sheet? I want to avoid changing the view setting every time my team and I are going into the sheet.

Thank You!

Shaine Greenwood · 04/02/18

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.

latsyrcg3 · 10/15/19

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.

Andrée Starå · 10/16/19

Hi,

Have you doublechecked the "Default View" settings?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Lisa McGillicuddy · 10/15/20

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.

Andrée Starå · 10/15/20

Hi @Lisa McGillicuddy

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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Lisa McGillicuddy · 10/15/20

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