How do you surface an "About this sheet" blurb on a sheet?

Marc Shecter
Marc Shecter ✭✭✭✭✭
edited 11/15/22 in Smartsheet Basics

Hi,

I'd like to have an "About this sheet" blurb on a sheet. That blurb would be a few sentences long. Ideally I would want a way to have a message popup to the user upon first entering the sheet, that they can dismiss and never see again; I don't think there's a way to do that in Smartsheet.

I'm considering Summary fields, but I don't see a way to make the summary fields pane open by default. Also, there's using and locking a row at the top of the sheet that has my blurb, but then it's always present.

I'm curious how others surface this kind of info to their users of a sheet.

Thanks,

Marc

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Marc Shecter

    I hope you're well and safe!

    What I sometimes do in my client solutions.

    • At the top of the sheet or where it makes sense, I'd add something like, Please have a look in the (one of the below options) for information about this sheet.
    • Sheet Conversation Section
    • Sheet Summary Section
    • Comment on the row

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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