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How to Hide an Obsolete Smartsheet

Ian Smith
Ian Smith ✭
edited 12/09/19 inArchived 2015 Posts

We've been using Smartsheet for a while now, and we're accumulating a number of completed projects. We'd like to hide the completed projects so as to remove the clutter.

If we can't hide a Smartsheet, we would be okay with re-naming it with a prefix that indicated it was compelted or obsolete.

If we can't hide it or re-name it, can we deactive it somehow so that it doesn't keep showing up in our list of projects?

We would like to not have to delete our completed projects, but definetely need a way to avoid seeing them as active projects.

Thanks,

Ian

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Comments

  • Terri Pavlovic
    Terri Pavlovic ✭✭

    I move old sheets into an Achive folder. More info here://m.santa-greenland.com/blog/spring-clean-your-smartsheet-account

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  • Stephanie Taylor
    Stephanie Taylor ✭✭✭✭✭✭

    You could export the completed projects to excel and then delete the smartsheet. That way you are keeping an archive record of your completed projects and it won't show up on your active projects list.

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  • Zack S
    Zack S Employee

    Hello Ian,

    Along with the link that Terri provided, here is an additional link we have with tips on archiving your sheets://m.santa-greenland.com/blog/tips-support-don%E2%80%99t-delete-archive-your-sheet.

    The owner of the sheet also has the option to re-name the folder to add a prefix as you described. The sheet owner can right click on the sheet tab and select Rename to accomplish this.

    This along with the other tips mentioned by Stephanie and Terri, and the tips in the article provided will all serve as possible options to keep your sheets organized.

    -Zack

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  • Alina Anderson
    Alina Anderson Employee

    Hi Ian,

    Along the same idea of Stephanie's suggestion, one strategy would be to have a sheet named "Archived Projects" that would hold all of your archived project data.

    Here are a few more detailed steps on how to accomplish this:

    First, you would right click on the Project Sheet Name and select your preferred export format. This example will use the “Request Backup” option because it enables you to export PDF attachments in addition to an excel file.




    Next, you will receive the backup file download link via email.



    You can then upload the file(s) in to your “Archived Projects” sheet.



    Hope that helps!

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Awesome! I'm glad it's working for you. 👍️<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107147,"type":"question","name":"Using IFERROR Formula - Still getting UNPARSEABLE error","excerpt":"I'm calculating a Burn Rate Percentage so it's using a basic calculation FORMULA =[Column4]@row \/ [Column2]@row --> This works fine However when one of the Column is a ZERO, I get a #DIVDE BY ZERRO error displayed. To address this error, I used an IFERROR but it's giving me an \"UNPARSEABLE\" error. I want the cell to…","snippet":"I'm calculating a Burn Rate Percentage so it's using a basic calculation FORMULA =[Column4]@row \/ [Column2]@row --> This works fine However when one of the Column is a ZERO, I get…","categoryID":343,"dateInserted":"2023-06-30T16:32:54+00:00","dateUpdated":"2023-06-30T16:35:50+00:00","dateLastComment":"2023-06-30T18:58:03+00:00","insertUserID":161931,"insertUser":{"userID":161931,"name":"Christine Cao","title":"Engagement Manager","url":"https:\/\/community.smartsheet.com\/profile\/Christine%20Cao","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-01T00:40:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T20:24:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3376296057,"url":"https:\/\/community.smartsheet.com\/discussion\/107147\/using-iferror-formula-still-getting-unparseable-error","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107147\/using-iferror-formula-still-getting-unparseable-error","format":"Rich","lastPost":{"discussionID":107147,"commentID":383396,"name":"Re: Using IFERROR Formula - Still getting UNPARSEABLE error","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383396#Comment_383396","dateInserted":"2023-06-30T18:58:03+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T20:24:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T18:53:59+00:00","dateAnswered":"2023-06-30T18:25:40+00:00","acceptedAnswers":[{"commentID":383387,"body":"

You need to remove the closing parenthesis from before the comma.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107143,"type":"question","name":"How can I get (on a separate metric sheet) the average SLA time within a given month?","excerpt":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement SLA column and a \"date of request\" (auto column for when the submission was created), and I'm looking to record the average for each month on a…","snippet":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement…","categoryID":322,"dateInserted":"2023-06-30T15:31:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T17:30:08+00:00","insertUserID":159225,"insertUser":{"userID":159225,"name":"laney_white","url":"https:\/\/community.smartsheet.com\/profile\/laney_white","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5FvXObtmaHw!CVFXQvc68Xo!anynrNoWe-v","dateLastActive":"2023-06-30T17:19:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3376287114,"url":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107143,"commentID":383369,"name":"Re: How can I get (on a separate metric sheet) the average SLA time within a given month?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383369#Comment_383369","dateInserted":"2023-06-30T17:30:08+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/ZXS917R2FJKC\/master-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"master sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T17:19:35+00:00","dateAnswered":"2023-06-30T15:50:27+00:00","acceptedAnswers":[{"commentID":383345,"body":"

If I understand correctly, this may help.<\/p>

=AVERAGEIF({date of request}, MONTH(@cell) = 2, {Ack SLA})<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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