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Archives for June 2015
Discussion List
Exporting Excel formulas
I noticed that formulas, even simple formulas are not exported to a Excel. I have a big smartsheet where we created butcket that has additions per row (summarized) and we noticed that they're not exported as formulas in Excel. It's a shame because we have to start over in Excel an create template and data again. Is there…
Why can a colaberator add a row and not a column
I have colaberator that say they can add a row but can not add a column to a sheet... Can this be done or is this a restriction?
Smartsheet Business Case
I am trying to build a business case for my company to adopt Smartsheet, do you have something that could help me doing this? Like issues and how Smartsheet addresses them, how it can streamline busniness processes and projects. Benifits, uses, etc.. We are in Financial Services and Investments. We manage alot of projects…
Restricting of sensitive data
Good afternoon, Is there currently a way to restrict access to a document attached in SS - or is that on the horizon? For our use, most of our documents are able to be viewed by other departments. However, there are certain ones that contain propietary/confidential client information (NOT HIPAA) that we would not want…
what is the best way to Integrate smartsheet into an Order based Manufacturing company ?
So i have been tasked with learning the In's and Out's of smartsheet and to find the best way to utilize all of its tools for our company. we currently do the majority of our work through GP which as an accounting program is great but doesnt have the best project managment capabilities. my Question is what would be the…
Uploading Attachments
I have a file that contains three worksheets. I can upload attachments to any part of two of the worksheets, however one sheet will not allow me to upload attachments. The attacment icon is grayed out. What might be causing this situation? I am an Editor. Smartcheet is loadeed on Google Chrome. Any ideas??
Calculating age in months
I'm testing smartsheet to see if it can do better than the current excel spreadsheet that is becoming unwieldly with too many users. Basically I'm replicating the current structure I have in excel which tracks recommendations made, responses to those recommendations, and implementation dates. I need to track when…
Shifting Entire Production Schedule Simultaneously
I want to shift the entire Prodiction Schedule of a project to reflect a new start date. How can I shift all Tasks at onec? Or do I need to each Task individually?
Hyperlinking to templates
We have Project Tracking sheets with great detail, and we have project log sheets with a web form that saleman can fill out on their smart phones then submit and it populates into the Project Log sheet. I would like to link our project tracking sheet (template) to the new projects as they populate from the webform. Can you…
Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…