How To Change Row Type In Smartsheet

Are you struggling to change a row’s type in Smartsheet? Don’t worry, you’re not alone. Many users face this issue and it can be frustrating when you need to make adjustments to your spreadsheet. In this article, we will guide you through the simple steps to change row types and save you the hassle.

What Is Smartsheet?

Smartsheet is a cloud-based platform that enables businesses to collaborate, organize, and manage projects in real-time. It offers a variety of features, including task management, team collaboration, and automated workflows. Designed to simplify complex processes and enhance efficiency, Smartsheet is an ideal tool for project managers, teams, and individuals. Its user-friendly interface and customizable options allow users to streamline their work and achieve optimal results.

Pro-tip: Take advantage of Smartsheet’s reporting and analytics capabilities to monitor progress and make informed decisions.

What Is a Row Type in Smartsheet?

Before we dive into the details of how to change the row type in Smartsheet, let’s first define what a row type is. In Smartsheet, a row type refers to the different formats and functions that a row can have. Each row type has its own unique features and purpose within a sheet. In this section, we will discuss the five main row types in Smartsheet: standard, summary, milestone, task, and subtask. By understanding the differences between these row types, you can effectively organize and manage your Smartsheet projects.

1. Standard Row Type

The default row type in Smartsheet is the standard row type, which is commonly used for general data entry and tracking purposes. To utilize the standard row type in Smartsheet, simply follow these steps:

1. Open your Smartsheet project or sheet.
2. Click on the row where you want to add a new standard row.
3. Select the “Insert” option from the toolbar.
4. Choose “Row above” or “Row below” to add a new row.
5. A new row will be inserted with the standard row type.

Fact: The standard row type is a versatile option for managing projects efficiently as it allows for the input and organization of various types of data in Smartsheet sheets.

2. Summary Row Type

The Summary Row Type in Smartsheet is a useful feature for organizing and summarizing data. It enables users to create high-level summaries of information within a sheet. By utilizing the summary row type, users can easily group related data and calculate totals or other aggregate values. This is especially beneficial when dealing with large datasets and needing a quick overview of the data. By incorporating the summary row type, users can improve the organization and visual appeal of their sheets, making it simpler to analyze and interpret the data.

3. Milestone Row Type

The Milestone Row Type in Smartsheet is a useful tool for tracking important project milestones. Follow these simple steps to create a milestone row in Smartsheet:

1. Select the row where you want to add the milestone.
2. Click on the “Row Type” dropdown menu in the toolbar.
3. Choose the “Milestone” option.
4. Add a name or description to the milestone.
5. Specify the date or duration of the milestone.
6. Customize the milestone with colors or symbols for easy identification.
7. Update the milestone as needed throughout the project.

Using the milestone row type allows you to visually highlight and track significant project events, ensuring better project management and progress monitoring.

4. Task Row Type

The task row type in Smartsheet is a useful tool for managing and tracking individual tasks within a project. To effectively utilize this feature, follow these steps:

1. Create a new row or select an existing row to convert into a task row.
2. In the row menu, click on “Row Type” and choose “Task” from the dropdown menu.
3. Enter the task name and other relevant details in the row fields.
4. Assign a responsible person to the task using the “Assigned To” column.
5. Set the start and due dates for the task in the appropriate columns.
6. Use additional columns to track progress, priority, and any other relevant information.
7. Regularly update the task status and make adjustments as needed.

By following these steps, you can effectively utilize the Task Row Type in Smartsheet for managing and tracking tasks within your projects.

5. Subtask Row Type

The subtask row type in Smartsheet allows you to break down larger tasks into smaller, more manageable subtasks. To create a subtask row in Smartsheet, follow these steps:

1. Select the row where you want to create the subtask.
2. Right-click on the row and select “Insert Row Above” or “Insert Row Below”.
3. In the newly inserted row, click on the “Row Type” dropdown menu and select “Subtask”.
4. Enter the details of the subtask in the cells of the row.

Sarah, a project manager, utilized the subtask row type in Smartsheet to efficiently manage a complex project. By breaking down each task into smaller subtasks, she was able to assign responsibilities, track progress, and ensure timely completion. The subtask row type allowed Sarah to easily visualize dependencies and keep the project on track.

How to Change Row Type in Smartsheet?

In Smartsheet, rows can be more than just rows. They can be task lists, milestones, or even summary rows. But what if you need to change the type of a row? In this section, we will discuss three different methods for changing row type in Smartsheet. From using the row menu to the right-click menu to a handy shortcut, we’ll cover everything you need to know to easily change row type in your Smartsheet projects.

1. Changing Row Type Using the Row Menu

To modify the row type in Smartsheet using the row menu, follow these steps:

1. Click on the row you want to change.
2. Open the row menu by clicking on the arrow located on the left side of the row.
3. Select “Change Row Type” from the menu.
4. Choose the desired option for the row type from the sub-menu.
5. The row type will then be changed accordingly.

2. Changing Row Type Using the Right-click Menu

To change the row type in Smartsheet using the right-click menu, follow these steps:

1. Right-click on the row you want to change the type of.
2. In the context menu that appears, click on the “Change Row Type” option.
3. A submenu will open, showing the available row types.
4. Select the desired row type from the submenu.
5. The row type will be updated immediately.

Modifying the row type using the right-click menu is a convenient way to quickly change the structure of your sheet without having to navigate through multiple menus. This feature allows you to easily adjust the row type to better fit your data organization and visualization needs. However, please note that this method is only accessible in Smartsheet’s desktop app and web browser versions, and it is not available in reports.

3. Changing Row Type Using the Shortcut Menu

To change the row type using the shortcut menu in Smartsheet, follow these steps:

1. Right-click on the row that you want to change the type for.
2. In the shortcut menu that appears, hover over the “Row Type” option.
3. A sub-menu will appear with different options for changing the row type.
4. Click on the desired option to change the row type.

Here are some suggestions for using row types effectively:

1. Plan and organize your data beforehand to determine the most appropriate row type to use.
2. Utilize the different row types for various purposes, such as using summary rows for aggregating data or milestone rows for tracking important deadlines.
3. Regularly review and update row types as your project progresses to ensure accurate representation of data.

What Are the Benefits of Changing Row Type?

When working with large sets of data in Smartsheet, it can be helpful to change the row type from standard to task or milestone. This simple action can bring a multitude of benefits to your project management. In this section, we will discuss the advantages of changing row type, including better organization and grouping of data, enhanced visualization of progress and dependencies, and the ability to customize views for a more efficient workflow.

1. Organizing and Grouping Data

Organizing and grouping data in Smartsheet helps streamline workflows and enhance data visibility. To effectively organize and group your data, follow these steps:

1. Create a clear and logical structure for your sheet using rows and columns.
2. Input regular data using the Standard Row Type.
3. Summarize data and calculate totals or averages using the Summary Row Type.
4. Highlight important events or deadlines using the Milestone Row Type.
5. Track progress and assign responsibilities using the Task Row Type.
6. Break down larger tasks into smaller steps using the Subtask Row Type.

By utilizing these different row types, you can easily organize and group data based on specific criteria, making it simpler to analyze and manage your information in Smartsheet.

2. Visualizing Progress and Dependencies

Visualizing progress and dependencies in Smartsheet can greatly aid teams in tracking project milestones and identifying task dependencies. To effectively visualize progress and dependencies, follow these steps:

1. Utilize the Gantt chart view to create a visual timeline of tasks and their respective durations.
2. Establish task dependencies by linking dependent tasks using predecessors and successors.
3. Track completion by setting task durations and updating progress with start and end dates.
4. Highlight task status or priority using color-coding or conditional formatting.
5. Group related tasks together by creating summary rows, providing a high-level overview of progress.

By following these steps, teams can successfully visualize progress and dependencies, ensuring efficient project management.

3. Customizing Views

To customize views in Smartsheet, follow these steps:

1. Click on the “Views” dropdown menu at the top of the screen.
2. Select the view you want to customize.
3. Click on the “Format” tab on the right-hand side.
4. Choose from various formatting options, such as font styles, colors, and column widths.
5. Apply the desired formatting changes to your view.

To enhance your experience with customizing views in Smartsheet, consider the following suggestions:

• Experiment with different formatting options to find a layout that suits your needs.
• Regularly review and update your views to ensure they continue to meet your evolving requirements.
• Utilize the “Save View” feature to save customized views for future use.

Are There Any Limitations to Changing Row Type?

While the ability to change row type in Smartsheet can be a useful tool, it is important to understand its limitations. Not all views in Smartsheet allow for changing row types, and there are only certain row types that can be changed. Additionally, this feature cannot be used in reports, limiting its usefulness for some tasks. In this section, we will explore these limitations in more detail and discuss how to work around them for a more efficient workflow.

1. Only Available in Certain Views

Changing row types in Smartsheet is a powerful feature, but it has limitations and is only available in specific views. Here are the steps to change row types:

1. Open Smartsheet and navigate to the desired sheet.
2. Select the row you want to change the type for.
3. Using the row menu, right-click menu, or shortcut menu, access the option to change the row type.
4. Choose the appropriate row type from the available options.
5. Save your changes and observe the new row type.

It’s important to note that this feature is limited to certain views, such as Grid View, and cannot be done in reports. Make sure to plan and organize your data beforehand, utilize different row types for different purposes, and regularly review and update row types for effective management of your Smartsheet.

2. Limited to Certain Row Types

When changing the row type in Smartsheet, it is important to note that this feature is limited to certain row types. Here are the steps to changing the row type in Smartsheet:

1. Open the Smartsheet project and navigate to the sheet where you want to change the row type.
2. Select the row or rows that you want to change the type for.
3. Click on the “Row Type” option in the toolbar.
4. From the dropdown menu, choose the desired row type from the available options, keeping in mind that this feature is limited to certain row types.
5. Once selected, the row type will be changed accordingly.

By following these steps, you can change the row type in Smartsheet for the applicable row types, enhancing organization and customization in your project management.

3. Cannot Be Done in Reports

Changing the row type in Smartsheet cannot be done in reports. To change the row type, follow these steps:

1. Go to the Smartsheet sheet where you want to change the row type.
2. Locate the row that you want to change the type of.
3. Right-click on the row and select “Row Menu”.
4. From the dropdown menu, choose the desired row type, such as “Standard Row Type” or “Summary Row Type”.
5. The row will now reflect the selected row type.

To use row types effectively, it is essential to plan and organize your data beforehand, utilize the different row types for different purposes, and regularly review and update row types for optimal data management. Remember that changing row types is not possible within reports.

Tips for Using Row Types Effectively

In Smartsheet, rows are a fundamental building block for organizing and managing data. However, did you know that there are different types of rows that can be used for specific purposes? In this section, we will discuss some helpful tips for using row types effectively. By planning and organizing your data beforehand, utilizing the different row types for their intended purposes, and regularly reviewing and updating row types, you can optimize your Smartsheet experience and improve data management. So let’s dive in and discover the power of row types in Smartsheet.

1. Plan and Organize Your Data Beforehand

To effectively plan and organize your data in Smartsheet, follow these steps:

1. Identify the purpose of your data and the desired outcome.
2. Create a clear and logical structure for your sheets, using appropriate column headers.
3. Define specific data entry rules and guidelines to maintain consistency.
4. Utilize formulas and functions to automate calculations and data analysis.
5. Group related data together using collapsible sections or hierarchies.

To optimize your data organization, consider these suggestions:

• Regularly review and update your data to ensure accuracy and relevance.
• Utilize conditional formatting to highlight important information or identify trends.
• Take advantage of Smartsheet’s collaboration features to involve team members in the planning and organization process.

2. Utilize the Different Row Types for Different Purposes

Utilizing the various row types in Smartsheet allows for efficient organization and management of data. To make the most of these different row types, follow these steps:

1. Standard Row Type: Use for regular data entries.
2. Summary Row Type: Create summary rows to consolidate and analyze data.
3. Milestone Row Type: Highlight significant milestones or key events.
4. Task Row Type: Track individual tasks or action items.
5. Subtask Row Type: Break down larger tasks into smaller subtasks for better organization.

By effectively utilizing these different row types, you can categorize and visualize your data based on their purposes, enhancing productivity and clarity in your projects.

3. Regularly Review and Update Row Types

To ensure your data is organized and up-to-date in Smartsheet, follow these steps to regularly review and update row types:

1. Begin by assessing your current sheet and identifying any changes or updates that may be needed.
2. Review each row and determine if the existing row type is still appropriate or if it needs to be changed.
3. To change the row type, utilize the available options such as the Row Menu, Right-click Menu, or Shortcut Menu, depending on your preference.
4. Keep in mind the benefits of changing row types, such as improved organization and grouping of data, better visualization of progress and dependencies, and the ability to customize views.
5. Be aware of any limitations to changing row types, such as availability in certain views, restrictions to certain row types, and the inability to change row types in reports.
6. To effectively use row types, plan and organize your data beforehand, utilize different row types for different purposes, and regularly review and update row types as needed.

In the early days of Smartsheet, the ability to regularly review and update row types was not available. However, based on user feedback and evolving needs, Smartsheet introduced this feature to enhance flexibility and improve data management. Users now have the ability to regularly review and update row types, allowing for better organization, visualization, and customization within their sheets.