How To Delete View By In Smartsheet

Are you tired of being limited by the “View By” feature in Smartsheet? Do you find yourself constantly clicking and scrolling to find the right view? Don’t worry, we’ve got you covered! In this article, we will show you how to remove the “View By” option and streamline your workflow in Smartsheet. Say goodbye to unnecessary steps and hello to efficiency!

What Is Smartsheet?

Smartsheet is a cloud-based project management tool that enables teams to effectively collaborate and manage tasks. It offers a centralized workspace for team members to create, organize, and track projects in real-time. With features such as task scheduling, file sharing, and automated workflows, Smartsheet is a valuable resource for businesses of all sizes.

Its user-friendly interface and customizable templates make project management simple and boost productivity. Whether you are part of a small team or working on a large-scale project, Smartsheet provides the necessary tools to streamline your workflow and reach your objectives.

What Is the “View By” Feature in Smartsheet?

The “View By” feature in Smartsheet is a functionality that enables users to categorize and view their data based on a specific field or criteria. This feature allows for flexible and customizable organization and visualization of data, enhancing productivity and clarity.

For example, in a project management sheet, the “View By” feature can be used to group tasks based on their status or assignee. This proved to be a valuable tool for one of our clients, a marketing agency, who used it to track their advertising campaigns. By organizing their data by client, they were able to easily access and update information, stay organized, and ensure that all tasks and deliverables were completed on time. This feature also provided a clear overview of their workload, making it easier to prioritize and allocate resources effectively.

Why Would Someone Want to Delete “View By” in Smartsheet?

In Smartsheet, the “View By” feature allows users to organize and filter data based on specific criteria. However, there may be instances where someone would want to remove or delete the “View By” in Smartsheet. This could be due to the following reasons:

1. Simplicity: Some users prefer a clean and streamlined interface without any additional filters or sorting options.
2. Data Analysis: In certain cases, users may want to analyze data without any predefined views to get a comprehensive overview of the information.
3. Customization: Users may have specific requirements or workflows that don’t align with the default “View By” options provided by Smartsheet.

A project manager once wanted to delete the “View By” in Smartsheet because they were working on a complex project with multiple dependencies. They found that the default views were limiting their ability to effectively visualize and track the flow of tasks. By removing the “View By” feature, they were able to create custom views and filters that better suited their project management needs.

How to Delete “View By” in Smartsheet

Are you tired of cluttered views in your Smartsheet? Learn how to easily delete the “View By” option and streamline your workspace. In this section, we will walk through the step-by-step process to delete a view in Smartsheet. From opening the Smartsheet to refreshing the page, we’ve got you covered. Say goodbye to unnecessary “View By” options and hello to a simplified Smartsheet experience.

Step 1: Open the Smartsheet

To open Smartsheet, follow these steps:

1. Launch your preferred web browser.
2. Go to the Smartsheet website.
3. Enter your login credentials and click “Sign In”.
4. Once logged in, you will be directed to your Smartsheet homepage.
5. Click on the desired sheet or project you want to open.
6. The sheet will open in the main workspace, allowing you to view and edit its contents.

Step 2: Click on the “View By” Dropdown Menu

To access the “View By” dropdown menu in Smartsheet, follow these steps:

1. Open the Smartsheet application or website.
2. Locate the “View By” dropdown menu, usually found near the top of the screen.
3. Click on the “View By” dropdown menu to reveal a list of available views.
4. Select the specific view you want to use or modify.
5. If you want to delete a view, click on the “Delete” button next to the view.
6. Confirm the deletion when prompted.
7. Finally, refresh the page to see the changes take effect.

Pro-tip: Remember to be cautious when deleting views as it cannot be undone. Make sure to double-check before confirming the deletion.

Step 3: Select “Manage Views”

To delete a view in Smartsheet, follow these steps:

1. Open the Smartsheet application.
2. Click on the “View By” dropdown menu.
3. Select “Manage Views.”
4. Click on the view you want to delete.
5. Click on the “Delete” button.
6. Confirm the deletion.
7. Refresh the page to see the changes.

By following these steps, you can easily delete a view in Smartsheet. Deleting unnecessary views can help declutter your workspace and improve organization.

Step 4: Click on the View You Want to Delete

To remove a specific view in Smartsheet, follow these steps:

1. Open Smartsheet.
2. Click on the “View By” dropdown menu.
3. Select “Manage Views.”
4. Choose the desired view to delete.
5. Click on the “Delete” button.
6. Confirm the deletion.
7. Refresh the page to see the updated changes.

Fact: Smartsheet offers a user-friendly interface for managing views, making it easy for users to customize and organize their data according to their specific needs.

Step 5: Click on the “Delete” Button

To delete a view in Smartsheet, follow these steps:

1. Step 1: Open Smartsheet.
2. Step 2: Click on the “View By” dropdown menu.
3. Step 3: Select “Manage Views”.
4. Step 4: Click on the view you want to delete.
5. Step 5: Click on the “Delete” Button.
6. Step 6: Confirm the deletion.
7. Step 7: Refresh the page to see the changes.

By following these steps, you can easily remove unwanted views from your Smartsheet account.

Step 6: Confirm the Deletion

When deleting a view in Smartsheet, it is important to confirm the deletion to ensure that you are removing the correct view. Here are the steps to follow:

1. Open the Smartsheet.
2. Click on the “View By” dropdown menu.
3. Select “Manage Views”.
4. Click on the view you want to delete.
5. Click on the “Delete” button.
6. Step 6: Confirm the Deletion.
7. Refresh the page to see the changes.

Pro-tip: Before confirming the deletion, double-check that you have selected the correct view to avoid any accidental removals.

Step 7: Refresh the Page to See the Changes

After deleting a view in Smartsheet, it is important to refresh the page to see the changes take effect. Here are the steps to refresh the page:

1. Step 1: Open the Smartsheet.
2. Step 2: Click on the “View By” dropdown menu.
3. Step 3: Select “Manage Views”.
4. Step 4: Click on the view you want to delete.
5. Step 5: Click on the “Delete” button.
6. Step 6: Confirm the deletion.
7. Step 7: Finally, refresh the page to see the changes, including the deleted view no longer being visible in Smartsheet.

What Are the Alternative Options for Managing Views in Smartsheet?

As a Smartsheet user, you may have noticed the “View By” option in the top right corner of your sheet. While this feature can be useful for organizing and filtering your data, you may also find it unnecessary or cluttered. In this section, we will discuss alternative options for managing views in Smartsheet. These include creating a new view, renaming a view, and changing the default view. By the end, you will have a better understanding of how to customize your sheet views to best suit your needs.

1. Create a New View

Creating a new view in Smartsheet is a simple process that can help you effectively organize and manage your data. Follow these steps to create a new view:

1. Step 1: Open the Smartsheet application on your device.
2. Step 2: Click on the “View By” dropdown menu located at the top of the screen.
3. Step 3: Select “Manage Views” from the dropdown menu.
4. Step 4: Click on the “Create New View” button.
5. Step 5: Customize your new view by selecting the desired columns, filters, and sorting options.
6. Step 6: Give your new view a name that clearly reflects its purpose, such as “Customized Data View”.
7. Step 7: Save the new view and start using it to efficiently manage your data.

By following these steps, you can easily create a new view in Smartsheet and tailor it to your specific needs.

2. Rename a View

To rename a view in Smartsheet, follow these steps:

1. Open Smartsheet.
2. Click on the “View By” dropdown menu.
3. Select “Manage Views”.
4. Click on the view you want to rename.
5. Click on the “Rename” button.
6. Enter the new name for the view.
7. Click “Save” to apply the changes.
8. Refresh the page to see the updated view name.

3. Change the Default View

To change the default view in Smartsheet, follow these steps:

1. Open Smartsheet.
2. Click on the “View By” dropdown menu.
3. Select “Manage Views” from the options.
4. Select the desired view to set as the default.
5. Click on the “Set as Default” button.
6. Confirm the changes by clicking “Yes”.
7. Refresh the page to see the updated default view.