Personalising Smartsheet view on my sheet but not on collaborators

Sam Harrison

Hi,

 

I have got a sheet which a number of people are using and collaborating on. What I want to do is to be able to personalise my sheet so that i only see the thiugs which i am interested in. But i dont want this to then change on the collaborators screen.

 

Is there a way that each person on the sheet can have their own personalised view without it affecting anyone else's views?

 

Would really appreciate the help on this.

J. Craig Williams

Sam,

 

You might try looking into reports.

 

http://help.smartsheet.com/customer/en/portal/articles/522214-creating-reports

 

Sheet privileges can not be customized to the detail you describe, if I understand correctly.

 

Craig

Travis

Reports are a good option and allows you to view data from multiple sheets in a single view, based on criteria you set.

 

Another option is to apply filters to your sheet. You can filter based on almost any aspect of your sheet. Example: assigned to me, due in the next 5 days, red status, etc. Filters are personal for each user, so any filter you set will only be visible to you. 

 

Here's information on filters: http://help.smartsheet.com/customer/en/portal/articles/504659-filtering-columns

J. Craig Williams

Good point Travis.

It would be useful to be able to save filters for future use. I spent a lot of time filtering on 2 or 3 columns in various ways before I realized I should just make as many reports as I needed and filter things that way.

 

Craig