toolgugl.blogg.se - Print your smartday calendar

For more information, see Have Conversations in the Context of Your Work TIP: Use the capability in comments to bring greater visibility to your calendar entries. When you add comments to a calendar, they’ll also be added to the source sheet or report that the calendar references. This setting is enabled by default when a new calendar is created. Allow CommentsĮnsure the Allow Comments box is checked so others can add comments to tasks within the Calendar App. NOTE: Files attached to comments will appear with the comment rather than in the Attachments column and on a Calendar task. Allow AttachmentsĮnsure the Allow Attachments box is checked if you want people to be able to attach files to Calendar tasks. Use this page to configure details such as the name of the calendar, the start day of the week, the quarter start month, whether or not weekends are included, and how or whether people can add new events right from the calendar view you’re creating. For example, to configure the date format, specify the number of periods (columns) that you want your data broken into, and configure the style of the calendar tiles. Use this page to further configure how the dates and time periods are displayed.

Use Sort Columns to automatically sort your tiles based on column data.

You will have the option to choose columns you’ve already mapped.

Use the Additional Columns page to add more information to your calendar. Select Next to move to Step 4 of the wizard.

When you select the Advanced button, its name will change to Basic and you'll see steps 4-7. To do this, start from Step 3: Map Columns in the Calendar App wizard and select Advanced to display steps 4-7.

Change the logo that appears with the calendar.

Change the date and time display and format calendar tiles.Once you get a basic calendar working, you may want to do more. Refine Your Calendar with Advanced Features NOTE: Only the owner of the calendar can edit the configuration settings. From the Calendar Views page, select the settings icon in the row of the calendar that you want to edit.If you’re viewing a calendar, select the down arrow and select Settings.How you get started with changes will depend on what you’re looking at in the Calendar App: Or, if you want to explore more advanced features, skip to the Refine Your Calendar with Advanced Features section of this article.

If you’re ready to see the results, select Add to create the calendar.

NOTE: Once you choose items under Data Grouping, you’ll have the option to specify which color is assigned to each category. You might use Data Grouping to group together tasks related to a specific marketing campaign or retail holiday promotion.

(Optional) Under Data Grouping, select any category or subcategory groupings that you’d like to use to make the items that appear on the calendar show up as specific collections-these groups will appear on the left side of the calendar and will drive the color coding in your calendar.

If you use dropdown columns in the source sheet, you can better control data consistency and will have a cleaner view in the calendar. TIP: If you're using a report, give your columns consistent names. Task Name and Task Start Date columns are required.

Under Smartsheet Columns, select which columns contain the data that you want to display in the calendar view.

Map the columns from your sheet to their corresponding fields in the calendar: Step 2: Choose a ViewĬhoose the default view for your calendar by selecting one of the following tiles:Īfter your calendar is created, you’ll have the option to switch to a different view. NOTE: Your sheet or report must include at least one date column. Once you’ve selected the sheet, select Next.

Select the sheet or report that contains the Smartsheet data you want to display. You’ll create new calendar views in the Create New View wizard. To start the wizard, select Add New in the upper-left corner of the Calendar App and then follow the steps in the wizard. To get back to this Calendar Views page, select Smartsheet Calendar at the top of the app. If you don’t see all of the calendars you expect, you many need to click Refresh in the upper-right corner of the app. TIP: To narrow your search, use the Filter list (or type in the calendar name in the Search bar). Any calendars that you’ve created or that have been shared with you will be displayed on this page. Once you’re logged in, you’ll see the Calendar Views page. If you have trouble accessing the app from the Launcher, please see Access Premium Apps and Templates With the Launcher. Easily export the calendar view for email or print.Color-code by a primary and secondary category.The Smartsheet Calendar App is a premium add-on that helps you build flexible, customizable, and shareable calendars using your Smartsheet data.