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January Question of the Month - Join the conversation and receive a badge
Hey there Community, I’m so happy to start 2025 with all of you. Be that you’ve been here for a long time (anyone close to 10 years?), or just joined today — thank you for being a part of the Smartsheet Community. If you’re looking for a chance to earn badges, and getting to know your peers, you’re in the right place!…
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What view are you? Share your story and claim your badge
Hello Smartsheet Community, We love reading stories about the meaningful change you’re driving at work. Everyone has their own way of managing work, right? That's why we've ensured you always have a Smartsheet view that fits your needs. We want to hear how you are using Smartsheet and how it may change depending on the…
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Discover how others are benefiting from Smartsheet AI
Hey Community, Are you curious about AI, but haven’t tried it yet? Your peers in Community have been exploring its potential. Now, we’re sharing their best insights with you. Discover what they had to say, and get inspired by all the ways they are leveraging Smartsheet AI to innovate and save time. The Community explores…
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[RECAP] Sarah Valente: Marketing Creative Institutions
Hello Community! So excited to share this new episode of the Brand Collective podcast, featuring one of our very own Smartsheet Overachievers @Sarah Val Valente from Berklee College of Music. 🤩 If you’re into the arts, project management, education sector, or even guerilla gardening, this episode is for you! Here’s a sneak…
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Solution Spotlight (HLS)- Dynamic View for Insurance Verification & Accreditation Processes
Hello all! On Tuesday, 1/7/25 at 11:30am PST/2:30 EST the Healthcare & Life Science (HLS) Solution Engineers are putting on a Solution Spotlight Demonstration of two unique solutions utilizing Dynamic View to securely control data. The registration dashboard is here (no account required, and even if you can't attend we…
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Smartsheet has been recognized as a Leader in the 2024 Gartner Magic Quadrant for Collaborative Work
Hello Community, Did you hear the great news? Gartner recognized Smartsheet as a Leader in the 2024 Magic Quadrant! Not only was Smartsheet recognized as a Leader in Collaborative Work Management for the second year in a row, but we were also recognized with a Gartner Peer Insights ™ ‘Customers’ Choice’ distinction for…
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Notifications to Microsoft Teams Channels in Gov is now available in Smartsheet Gov!
Hi Community, We're bringing Microsoft Teams to Smartsheet Gov! We are making notifications to Teams Channels available on the platform for the Gov Community Cloud. This will empower our Smartsheet Gov users at most civilian federal agencies and state and local government institutions to start transforming conversations…
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Meet Amit Wadhwani, our December Member Spotlight! 🎉
It’s the holiday season, and we’re featuring a very special Community member to help us end the year: @Amit Wadhwani, Community Champion and our December Member Spotlight! Amit is the Vice President of Operations at Ignatiuz, Inc. and lives in Pennsylvania in the US. In 2017, his manager at the time asked him to look for…
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Phase integration between Smartsheet and Resource Management now generally available!
Hi Community, We’re thrilled to announce a new feature that integrates project phases between Smartsheet and Resource Management, creating a more unified and seamless experience. With this update, you can now set up a phase column in Smartsheet and sync phases like Initiation, Planning, and Execution directly to Resource…
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Help Article updates
Hello Community, We’ve published the following new content: Smartsheet Control Center: Program reports Admin Center: Configure IdP-managed access Admin Center: Manage IdP role-based groups Prepare your IdP for IdP role-based groups Admin Center: Change a user's primary email address System Admin guide for migration to the…
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Smartsheet + ServiceNow SPM Integration: Simplify Project Management
ServiceNow SPM is a powerful tool, but for casual users, its steep learning curve can be a challenge. That’s where Work4Flow’s Smartsheet + ServiceNow SPM Integration comes in. This integration eliminates inefficiencies, automates workflows, and transforms project management into a seamless, productive process. Key…
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3 WEEK LOOK-AHEAD SCHEDULE TEMPLATE
Hi, a collegue of mine wants me to build out the 3 WEEK LOOK-AHEAD SCHEDULE TEMPLATE he found on Smartsheet or online (see screenshot below). I can't for the life of me find the template anywhere in Smartsheet, it actually looks like its and excel worksheet. Does anyone know if it is actually a buildable template in…
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Child row automatically inherit parent value
Hello - Is there any way to get a child row to auto-inherit the value of the parent? The column is called "Base" and contains values like UK, US etc which tells me where this resource is based. This info was provided on the original HR record which acts as my parent row. I then want the same value to appear on all child…
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Update task numbers to include year reference & restart each year
Hi - each task, and related subtask, in our office is logged in Smartsheet and allocated a task / subtask number as shown below. I would like to add a 2 digit year prefix at the beginning and have the task numbers restart each calendar year i.e. the last task of 2024 would be Task # 24-304, and subtask 24-304.4 would be…
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Help with formula please! Add months to date
Greeting from Australia, I have a formula (below) to calculate a when the next service is due. The service cycle column is form a drop down selection of 3, 6 or 12 months. I would like when the service cycle is selected, and the service/condemned date is updated that it automatically populates the "next PM Due" column. The…
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Copying Parent Rows Without Copying Children Rows
Is there a way to copy a parent row to another sheet without also copying over the child rows underneath it?
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My Smartsheet Contacts not responding to my request of adding new contact
Whenever I request to add a new contact to my contact list, they ask me to enter a valid email address. This is the first time I have faced such an issue. I tried to delete an existing email contact and re-add it, but they also gave the same message: the email is invalid.
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Recomendations on templates for project portfolio with dashboard
Hi, I am new to smartsheets and have been tasked to build a project portfolio (list of projects for each team with status, dates, notes) and then create a dashboard view. Can anyone recommend a template to build this quick and easy? We did have a consultant build a solution for us years ago but it did not work properly; so…
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Get login activity for external users —equivalent to the User Type Report
What's the appropriate method I can use to return the equivalent to the User Type Report that one downloads in User Management? Basically what I want to retrieve is the following info: Email, Highest permission given on assets, Last activity, and Number of asset views by user. With the List Users method I can return the…
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Multiple Project Tracker
Hello! I'm looking for the best way to track multiple projects across my company and also be able to give a high-level dashboard view to my executives. Which template would work best for this? I liked the Project Management Office, but we don't need an intake form as I would be the only one updating and adding new projects…
