How to Create a Time Off Request Form that Displays in a Calendar View in Smartsheet
1. Create the Grid (Sheet)
- Go to
Smartsheet and create a new Grid.
- Add
columns like:
- Employee
Name
- Department/Team
- Start
Date (Date column)
- End
Date (Date column)
- Type
of PTO (Vacation, Sick, etc.)
- Status
(Pending, Approved, Denied)
- Notes/Comments
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How To Video: https://www.youtube.com/watch?v=AgvtNUSVrQM
2. Create the Form
- In the
grid, click Forms > Create Form.
- Add
the fields you want employees to fill out (e.g., Name, Start/End Dates,
PTO Type).
- Make
sure Start Date and End Date are required.
- Customize
the form title and description as needed.
- Share
the form link with your team.
- How
To Video: https://www.youtube.com/watch?v=DtZcglXeyKQ
3. Enable Calendar View
- In the
same sheet, click the Calendar View tab.
- Smartsheet
will ask which date column to use — choose Start Date and
optionally End Date.
- Now,
PTO entries will appear on a calendar.
- How
To Video: https://www.youtube.com/watch?v=0PCCntAM0M8
4. Share the Calendar
- You
can share the sheet with Viewer access so others can see the
calendar but not edit the grid.
- Or,
publish the calendar view (via File > Publish) and share the
link.
- How To
Video: https://www.youtube.com/watch?v=jWNn8BMwkIs
Note: You may find this of value:
