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Formulas not following over
When I input a claim from the web form, it appears somewhat down in my sheet, and no formulas. This is also the case when I have a row with formulas, then I move it to another sheet with the same columns and formulas, but it appears in the subsequent sheet in the bottom row, but no formulas. This is very frustrating…
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Milestone task child in a % complete parent roll up
I have a number of milestones (0 duration lines) in my projects. These represent decisions, meetings, inspections and deliveries. I also use % complete to communicate with our finance department, customers and project team members. These factors don't seem to play well with each other in the schedules I have set up so far.…
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How to get team involved
What are some ways that you are implementing Smartsheet into your company, team, etc.? I am the creator of the Smartsheet system in my company. I have found that because I have spent so much time in the sheet I have a gap between me and my team that is difficult to close. It all come down to how we get our people into the…
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On completion of a smartsheet web form can a user be given the option to download an excel attachmen
We have a link to a Smartsheet web form on our website and we want users to be able to download an excel file once they have filled in the form and not before. Is this possible and if so, how is it done please?
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discussion bubbles
Is there a way to highlight the discussion box when there is a new message / discussion or and alert?
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Is it possible to assign a task to multiple people?
I am running a project where certain tasks are the responsibility of small project teams. As the teams are flat in hierarchy I would like to assign tasks in my smartsheet to multiple (generally only 2 or 3) people, such that they receive reminders, update requests, notifications etc and can update the sheet. Is this…
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Process automation with cell linking ?
We have developed a master process sheet that starts when a client signs a design contract and is completed when the build project is completed. It is rather long at about 250 tasks! and take between 6-12 to complete. We serve approximately 20 clients at a time in various stages. We are operating each client out a copied…
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Recurring Tasks and Allocation - for example part-time day off allocation
How do I set up a recurring task for the year? I have resources who are either booked 1 day a week on a specific recurring task, or who work part-time (e.g. 4 day week) and therefore have a 20% booking per week which is allocated to leave. How do i manage this? I've checked the "Team Vacation Schedule" template and I…
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Column Flag
When I add rows to my smartsheet the flag selector in the flag column isn't avaiable in the new row. Is there a way to add the flag selector to a cell or have it come along when adding rows?
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How do I link Cells to assign people?
In the sheet shown below I have some tasks assigned to specific people regardless of who is hired. Other tasks get assigned based on who the manager of the new hire is (see "manager" in the assigned to field). I have added a row for who the manager is (row 5). When a new person is hired, I would like to add the manager's…
