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
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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: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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Hi Andrée.
Yes, that is exactly what I would like. I am doing well, thank you. I hope you are, also.
Laurie Bearden
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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: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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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
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Ok.
Unfortunately, it's not possible at the moment in to create shortcuts in that way in Smartsheet, but it's an excellent idea!
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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