Create a legend to explain how symbols are usedīuild a legend in the sheet summary to describe the meaning of each icon or symbol on your sheet. For example: construction, electrical, engineeringĬheck out Searching in Smartsheet for details on the search functionality. Add keywords to a Text/Number field that can be searched for.Label the department that a sheet pertains to using a Dropdown List field or Text/Number field.You can create sheet summary fields that contain key values that can be easily searched. Make search easier by categorizing sheets You can select grid cells and cell ranges by clicking and dragging in the grid to quickly build a formula-cells referenced in a formula will be highlighted while building the formula. Insert a formula in a summary field, referencing data from the grid or another summary field, to calculate key information automatically. You can accomplish this and even update it automatically by placing a formula in a Sheet Summary field. One of the many uses for sheet summary is depicting sheet health-an example being project health if on a project plan. Depict key project details using formulas or symbol columns Take advantage of sheet summary to display overall project metrics, tag sheets with custom metadata for better search, and more. Up to 200 fields (does not count against sheet columns).*With boolean symbols (flag, star, and checkbox) write the formula in a text field, then change the field property to the symbol you want to use. Text descriptions, numbers, (for example: project summary, overall budget)ĭisplay someone from your available contacts (for example: the project manager or a point of contact)Īn important date (for example: the start or finish date of a project)Ĭhoose a dropdown option from a custom list (for example: department name, project type, project status)Ī checkbox that can be checked or uncheckedĬollections of visual icons (for example: harvey balls, stars, signal bars) Open the pane and select the More icon to the right of the field you want to change. You can edit your sheet summary fields at any time. You must save the sheet to store your changes. Select the Save button in the top toolbar of your sheet.Make other changes (add new fields, edit properties, add a formula to a field).A new, blank field will appear on the sheet summary. Type a name for your field and select OK.Choose the field type for the information you want to display.Select the Add Field button at the bottom of the sheet summary.Select the Summary icon on the right feature bar.You can work with the pane open so you can see the sheet and the summary at the same time. Summary fields can also contain data, hyperlinks, images, and more. You can embed formulas in sheet summary fields, allowing you to see key metrics every time you open the sheet summary pane. Use the summary fields to enter or review information about the sheet. Use the sheet summary pane to define, organize, and report information related to your work.
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