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Setting Default Views on Sheets

Writer's picture: Agilize OpsAgilize Ops

Updated: Apr 20, 2023

Did you know you can set a default view when sharing sheets with collaborators?

Let's say you want your collaborators to see the Card View of your sheet when they access the sheet.


Here's how you do it: ⠀⁠

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🔹Click the Share button on the sheet.⠀⁠

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🔹At the bottom of the window, you'll see Default View with an Edit button. Click on it!⠀⁠

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🔹In the View drop-down menu, select Card View.⠀⁠

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🔹For good measure, select the card lanes you want to use.⠀⁠

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🔹Hit Save.⠀⁠

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Now, when you and collaborators jump on the sheet, you'll automatically see your sheet in that view.⠀⁠

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