Workspace & Sights

Hi all. I was wondering if there is a way I can copy a dashboard (Sights) to more than one workspace or folder? For instance, I have multiple workspaces that hold reports, sheets, and dashboards based on category (audits, projects, document updates, etc) and I would like to store the dashboards in their respective categories, but also have a workspace dedicated to Dashboards (Sights) for ease of use for my customers. Is that possible?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Laurie,

    Do you mean that you want to have a copy of the same one in multiple places?

    Would that work?

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andrée.

    Yes, that is exactly what I would like. I am doing well, thank you. I hope you are, also.

    Laurie Bearden

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Yes, you could make copies of the dashboards and then move them to where you'd want them to be available, but I'd recommend having a Dashboard/Portal instead where you could show them not to complicate if you need to make changes or similar.

    Make sense?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andree,

    What I am wanting is basically the same as a shortcut, similar to if you make a shortcut of a microsoft document; the original in a file and a shortcut on your desktop. Can you tell me how I can do that?

    Laurie Bearden

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Ok.

    Unfortunately, it's not possible at the moment in to create shortcuts in that way in Smartsheet, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.