Best Of
Re: SOP Document Review and Approval Workflow Tracking
Yes, Smartsheet offers several templates that can help you set up a project collaboration platform with the features you need. Here are a few templates that might be useful:
- Project Management Office (PMO) Template Set:
- This template set allows you to track and approve new projects while seeing key metrics across all projects in real time. It includes features for planning, tracking, and reporting on multiple projects.
- Project Tracking & Rollup Template Set:
- This set includes pre-built sheets, reports, and dashboards designed to help you manage project tasks, stay on top of deadlines, and access project information through a Project Rollup Dashboard.
- Project with Gantt & Dependencies Template:
- This template helps you plan, track, and manage your project with a visual, interactive timeline. You can attach supporting documents and identify the impact of task delays.
To customize these templates for your specific needs:
- Attach Document Links:
- Use the attachment feature in Smartsheet to add document links to your rows.
- Request Review from Stakeholders:
- Use the Request an Update action in your automation workflow to send review requests to stakeholders. They don't need a Smartsheet license to respond.
- Send Documents to Multiple Stakeholders:
- Set up multiple approval workflows. Once the first level of review is completed, capture the approval and trigger the next level of review.
- Email Notifications:
- Configure your automation workflows to send email notifications when documents are approved or rejected at any level.
Naeem Ejaz
Re: Display Tasks for the week
Hi @Andrea Westrich ,
I think this might work for you.
You can add another column to the sheet that has this formula:
=IF(WEEKNUMBER([Due date]@row) = WEEKNUMBER(TODAY()), "This week", "-")
Then on the report you can filter by that column:
Hope it works for you,
Sam
Sam M.
Re: CountIF contains name from a contact list help needed
Hey @SSParks !
Try adding HAS to your formula like:
=COUNTIFS({Community Requests Range 10}, HAS(@cell, "Justin Crawford"), {Community Requests Range 11}, YEAR(TODAY()))
AKnight
Re: Data Shuttle filter logic
A few questions and things to consider:
—Does your input file include column headers? If so, make sure you set that up.
—Does your workflow point to the correct tab on your input file? Doublecheck that.
—Is your Shuttle workflow set up to Replace all target sheet rows with the data from the input file, or Merge data into the target based on a key column value? If the latter… is your target sheet blank? For some reason, this tends to present an issue for me at least. Perhaps manually add a row or two before trying to run it.
This is by no means a comprehensive list, but will get you going down the troubleshooting path. Good luck!
Kerry St. Thomas
Smartsheet Forward 2025 Edition 1: Innovations to help you collaborate, automate and get work done
As we kicked off 2025, with the Jumpstart 2025 with Community event, many of you reflected on your goals for the new year. With workflows growing more complex—more tasks, dependencies, and content to coordinate — the latest issue of Smartsheet Forward couldn’t be more timely.
In this issue you’ll hear about how we’re continuing to evolve Smartsheet into a platform that doesn’t just respond to needs but anticipates them. Learn about how our upcoming AI and collaboration innovations are making it easier to collaborate, automate and get work done. Get all the details here.
Key topics include:
- Easier work Management with AI
- Improved Collaboration with content, conversations and work in one place
- Enterprise-grade connections with smooth integrations and smarter insights
And more…
Learn how we’re making Smartsheet more intelligent, more connected, and more powerful — so you can focus on impact, not inefficiencies. Learn what’s new.
And please don’t forget to tell us what you think by sharing a comment below, by submitting your product feedback and ideas or voting on ideas shared by your peers.
Arsineh
Re: Dashboard Help- COUNTIFS, Checkboxes and Hierarchy
Thank you! I did not realize you could just make a report rather than complicated formulas to do the work (like I've seen on the Youtube videos that I've been using). This makes my life so much easier 😁
megtro610
Re: Dashboard Help- COUNTIFS, Checkboxes and Hierarchy
@megtro610 Try this formula if you are having issues with that. If you are looking at counting all them I would suggest copying what you do for level 2 and do an open and closed for each level. Then when you go to add the pie chart you would highlight all the metrics that you want in that particular chart.
For closed:
=COUNTIFS([Level]:[Level], "2", [Closed?]:[Closed?], 1)
For Open:
=COUNTIFS([Level]:[Level], "2", [Closed?]:[Closed?], 0)
See below screen show on how I set up the information for pie chart. You have to have a column for the name of what you are trying to compare to:
AngB789
Re: March Question of the Month - Join the conversation and receive a badge
I would love to improve my skills in art, particularly drawing digitally. It's been a lifelong interest of mine but it is so easy to forgo practice when life gets busy or I'm feeling uninspired!
meagans
Re: Copy row automation broke after ownership move
you know what i was eager so i just published both, though it seems the receiving sheet is most pertinent XD thank you! success!
A.Picard
Re: Surveys Created from Forms for Public Access
Hi @Isis Taylor all of those security options are toggled off. I actually just figured out how to disable that message to download the app, I think you and I were typing at the same time, LOL!
You have to turn off the Smartsheet footer. I toggled with the footer and saw that this made the difference. 😀
Thanks for your willingness to help!
Netra