Template, building-bricks database
How do you guys work out building-bricks to pick from a template say, or a close example? (since we cannot copy/paste or transfer rows into another sheet without losing predecessor connections)
Copy-Paste Rows WITH PREDECESSORS?
Hi, When I copy-paste rows that are related by predecessors, these connections are lost. Although I understand losing connections to rows that are not in the copy-paste panel, however it is a big time waste and error risk to have to re-create predecessors one by one. Did I miss something? Is there an easy way around it?
I have played around with templates and looked through the help center but I have not been able to locate any information on showing planned vs actual timelines. Does Smartsheet have the ability to show a baseline or are there any workarounds?
Love the "Publish" tab on Reports!
One question - I don't see a way to keep the attachments/discussions private when sending via this new method, or am I missing it? I really like this new option that eliminates the need to share the page. Thanks, Smartsheet!
How can I archive sheets that I no longer use?
My team has a bunch of sheets that we do not use but we might need to reference later. Whats the best method for archiving sheets we are not using so they do not clutter up our accounts or count towards our sheet count but with the ability to access them as needed?
Alert for RYG's
One person is wanting to be notified when their RYG ball turns green, which means a document they are needing is complete. In the notifications, I can only choose for her to be notified when that column changes for anyone. Is there a formula I can do that will accomplish this? Blessings, Loann
Love the "Freeze" pane option!
We just started using this option, as we have 71 columns in a particular sheet and scrolling back and forth was becoming quite cumbersome and inefficient. We put our three most important columns at the front of the sheet and the the freeze pane in place at the end of the third column. So far it's been noted as a very good…
Tips and Tricks for Copying Row to Another Sheet
We keep master list of everyone who calls our hotline and all of our outgoing calls. Oftentime, other staff import a sheet of calls to be made, for whatever reason, there is overlap in the information but every one uses their own system. I would love to save time by copying a row from one sheet to another and have the…
Financial/Accounting needs to expand Smartsheet in our company
I don't work in this realm at my job, but I know that another program (much more costly, I might add!) is being considered to meet our business services group needs. Though not exhaustive, I know they need a program that will allow for processing of purchase orders and needed approvals (electronically), timekeeping for…
Calendar Coding Possibility
I am a project manager and assign items to various vendors. I am wondering if there is a way to have the vendors color coded in the calendar view, so that I could look at one calendar and know who has bandwidth? My workaround is to add information in my master sheet and then add to each vendor's sheet; however, I would…