Best Of
Re: April Question of the Month - Join the conversation and receive a badge
As I'm often changing desks, the good old fella who is always following me around is my cup of coffee! Recently, my bottle of water has also been trying its best to keep up the pace, but I should be more supportive of it. 😅
nat_ss
Get Ready for the AI + Smartsheet Webinar on PDFs
🧠 AI-Powered Document Analysis: Transform Any PDF into Smartsheet Workflows
📅 Wednesday, 14 May 2025
🕐 13:00–14:00 CEST (Berlin)
📍 Online | [Add to Calendar – attachment included]
We’re excited to welcome you to this free, interactive 1-hour session where we’ll explore how combining Smartsheet with Azure OpenAI is changing the way businesses process documents — faster, smarter, and more securely.
✨ What you’ll experience:
- Live Demo: Watch how invoices, purchase orders, and specifications turn into tasks, Gantt charts, dashboards & alerts — all within Smartsheet.
- Real-World Use Cases: See how to save time, reduce errors, and launch projects faster.
- Expert Insights: Dive into the science behind AI-powered workflows and secure document processing.
- Interactive Polls & Kahoot Challenge
- Q&A with our experts and a special offer revealed at the end!
🎙 Meet Your Speakers:
Maxim Lobko – Smartsheet Expert and Founder of MASA Consult
📊 Maxim will showcase real-world document automation in action.
Dr. Alexander Askinadze – Data Scientist
🔍 He’ll break down the AI behind the scenes and how your data stays safe and GDPR-compliant.
Feel free to connect with our speakers on LinkedIn ahead of time — they love engaging with forward-thinkers like you!
📌 Don’t forget: Your calendar invite is attached.
We’ll also send you a reminder on the day with your access link and additional goodies.
Looking forward to seeing you on 14 May!
kowal
Re: Symbols
Hi,
I hope you're well and safe!
You can use other symbols such as UNICHAR, CHAR, or Emojis.
More info:
Great resource that Paul Newcome put together
Would that work/help?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!
Andrée Starå
Re: Random assignation
Hi Alberto,
James' solution would definitely work, but here is an alternative: If you are good with assigning tasks round robin where task 1 goes to person 1, 2 to 2, etc then task 5 goes to person 1 again you could do this:
create a separate sheet with the list of team members and column for a Row ID
Then add two columns to the sheet with the intake form, one is Row ID which is an Auto-Number the other is a contact column with the following formula: =INDEX({contact}, MATCH(MOD([Row ID]@row, MAX({LU})) + 1, {LU}, 0)). /* {contact} is the Team Member; {LU} is the Row ID Lookup.
This is also flexible if you want to add or delete team members to the Team Assignment list as long as you keep the "Row ID Lookup" in sequence.
Bob Kahn
Group Management: Download list of group members
Hi! I am a sys admin and manage groups for our account.
I have to do an audit/update of a large Group in Group Management. I received a new csv master list of the group of members, including all who are already in the group, and those new members who will need to be added to the group.
I think I have to compare who is in the list against the csv file so I can determine the new members I'll need to add.
But I don't seem to be able to capture the member list from Smartsheet. The Group Sheet Access Report does not contain the list of members.
And I don't see any option to download a member list, nor will it allow me to select the text of the list of members within my browser so that I can copy and paste into my excel file.
Any suggestions?
Jodie Kelley
Re: How to match two columns with text and return "match" or "no match"
Try this:
=IF([TSA Scope Description (NEW)]9 = [TSA Scope Description (Old)]9, "Match", "No Match")
Alternatively, if you're doing multiple rows, you can use:
=IF([TSA Scope Description (NEW)]@row = [TSA Scope Description (Old)]@row, "Match", "No Match")
SteyJ
Re: Table View: Prevent Chrome Save Pop-up Window with CTRL+S
Thanks for the feedback, Neil! Team has a fix in for this that should be showing up sometime in the next week or so. Keep the feedback coming!
tyson
Re: Who can help identify my issue with cross sheet index matching formula?
Please try changing [MRN] to MRN@row.
=INDEX({Destination Care Fund Statement of Need Range 1}, MATCH(MRN@row, {Destination Care Fund Statement of Need Range 2}, 0))
Re: Color Coding for Calendar View
@Peggy Parchert that was very helpful. Thank you.
LizM_Genesee
Re: Smartsheet Intelligent Work Management and McLaren Formula 1
Great video, McLaren. The ideal way that Smartsheet is to work is to make sure all 14,000 parts, and schedules are aligned.
I use Smartsheet as a PMO within an Agricultural Shared Services Company. From Project Intake, to Prioritizing, to Project Plans for simple to complex projects. Smartsheet is our preferred platform we use (that I introduced to the company). So honored to be its ambassador ! I love using the automations, and notifying individuals. The less people have to remember, and have smartsheet remember for us, takes some much out of our minds, and gives us peace!
Paul.Woodward