How to Set Custom Branding for Your Smartsheet Workspace - dummies

How to Set Custom Branding for Your Smartsheet Workspace

By James T. Cains

One cool thing you can do with your Smartsheet workspace is customize it with branding, which is really handy if you work with external clients. You can upload your client’s company logo and give the workspace a different color scheme to match the company’s branding. This is a great way to personalize the client’s experience and, quite frankly, make your client feel important!

Uploading a logo

To upload a logo to your workspace, first you need a copy of the logo. You can either request this from your client or save the logo image from the company’s Web site. Once you have the logo image saved to your hard drive, follow these steps:

  1. Log in to Smartsheet and click the Home tab.

  2. On the left, click Workspaces to view a list of your workspaces.

  3. Right-click on the name of the workspace you want to brand and choose Workspace Colors & Logo. You see the Color Settings & Logo dialogue box in Figure 1.

  4. Under Workspace Logo, click the Select button to browse to the logo image file you want to upload. You see the logo replace the Smartsheet logo in the top right of your browser window.

  5. Click Save.

    Figure 1: Setting new colors and a logo for your workspace.
    Figure 1: Setting new colors and a logo for your workspace.


Changing color settings

To change the color scheme of your workspace to match the colors of your client’s branding, follow these steps:

  1. Repeat Steps 1 through 3 above to access the Color Settings & Logo dialogue box.

  2. You can choose a preset color scheme, but that likely won’t match your client’s branding (though you could choose the minimalist blue or red on white to make it simple).

  3. If you don’t want to use a preset, you can specify specific colors for the background, tabs, and calendar:

    • Click the color swatch under the item you want to change. You see a box showing all the possible colors you can choose from (which is basically all of them!). Just click inside the box for the color you want.

    • If you happen to know the hex color code for the color you want, you can type that in. A hex color code is an alpha-numerical code that a Web browser interprets as a color. The code looks something like this: #FFE100.

  4. Click Save. Your workspace will look something like Figure 2.

The logo and color changes are visible only when you visit that particular workspace. If you go into other workspaces, sheets, or reports, you see the standard Smartsheet colors and logos, unless you’ve specified different ones for those workspaces.

Figure 2: Branding your workspace For Dummies.
Figure 2: Branding your workspace For Dummies.