How to set a "start sheet" with a business plan?
I want my users to start on a specific dashboard, when they sign in. How / where can I set this SmartSheet item as a start object?
Answers
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Hi Christine,
Edit. Do you mean a Welcome Sheet that is shown once or one that should be used as a starting point in general?
Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a workaround, and my recommendation would be to share the URL/save it as a bookmark or pin the Dashboard and link from it to everything else, so it becomes the natural starting point.
What do you think?
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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It is...when I open on my account a specific dashboard opens. But I dont see how to change this.
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Here's where you change it.
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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hmmm, dont have that option with a business plan...
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Yes, it's only available from Enterprise and up so the screen you're seeing is probably the default one from Smartsheet.
Sorry about that!
Can you share a screenshot?
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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More info:
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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