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Archives for March 2023

Quotevine
Has anyone in the SmartSheet community had experience connecting to a CRM called Quotevine?
App/Software Search - Executive Gantt
Our organization uses Smartsheet for project and portfolio management. The reports and Gantts built into Smartsheet work for the purposes of our project teams, however we'd like to be able to make more visually appealing high-level reports/dashboards for our executive leadership team. Currently we use OnePager to compile…
Show + Tell -> Larry Turner
My company uses Smartsheets and only a handful of folks know how to use it, even fewer know how to use it well. We've had two PMs come and go and there is only one real point of contact for complex questions, so I have taken it upon myself to go through smartsheet university and get some experience. I don't necessarily…
What Art Means to Me
I found consolation and solace in the art of a heart and a rainbow during my stay at Cedars-ICU. Sinai's Growing up as a gay man in a conservative city in Central California, the rainbow symbolized my soul, it felt. It served as a source of inspiration and reassurance, showing me that I was not struggling in vain. On the…
Show + Tell
Hi Smartsheet Peeps! I'm not new here, but this is my first time introducing myself (plus, I want to get a shiny new badge ;P). I am a project coordinator/manager in the education world. I have been using Smartsheet for a little over 2 years and I am excited to be a part of this community. I learn something new everyday!…
New in the herd
Hi all! My name is Simon, and I've been thrust into a 4 week internship at a wind turbine accessory company. I've been using Smartsheet since day one, and now I'm currently in my last week of internship. I'm hoping to stay with the company afterwards, so my fingers are crossed right now. My job has been to help plan…
Newish here
Hi all, I've been using Smartsheet and lurking around the community for about 6 months now. I really appreciate learning about the ways folx use Smartsheet, the workarounds people have put in place, and guidance on complicated formulas. Thanks, Joanna
NEW Question of the Month - Join the conversation and receive a badge 🏅
Hi everyone, Looking for more ways to get to know your Smartsheet peers and rack up some badges and points in the process? Introducing Question of the Month. Each month we'll be sharing a new ice breaker question for you to ponder and respond to. If you found a 20 dollar bill on the side of the road (and you had to spend…
Capital Improvement Plan (CIP)
Curious question: Are there any organizations out there who have built a Smartsheet solution to manage their organization's capital projects? Would love to connect and trade ideas. Thanks!
👋 New here
Hi all, I'm a newer Smartsheet user and new to the community (but not new to communities). I run community programs over at Pure Storage, from my home office in Seattle, WA. Looking forward to using Smartsheet to build processes and automate some of the operations side of community work, as well as manage my projects and…

Best Practice

Formulas for Calculating Time
I have decided to create a post that consolidates all of the different time based solutions that I have put together. Some of these solutions can be made more efficient or condensed into fewer but larger formulas. I am still going through these working on making them more efficient and tweaking them, but all of them have…
Work Breakdown Structure (WBS) - Column Formula Configuration
Hello Everyone, Recently myself and two fellow Smartsheet Sales Engineers, @Lea Gikas and @Dave Stanley got together to create a WBS solution powered by Column Formulas. We wanted to provide the resulting configuration to the community in case some may find it helpful in executing project management solutions, this…
Quick way to copy formulas across sheets I found
Problem: I had the need to copy a list of 26 formulas to 56 sheets maintaining the formulas for each sheet. to increase the data collection across the sheets. All sheets have the same column names. Smartsheet defaults to saving the end result, and doesn't offer the ability to just copy the formulas from one column in one…
For Every one want to have More color symbol for health Status column.
Dear Community Memebers, I saw many equations asking to have More color symbol for health Status column, so i added this post to be a simple reference to solve this issue and with your help and comments we can develop it to match the most of your wishes. the following screenshot shows the color reference you can use it in…
Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
Combine emails into a multiple-contact column / multi-contact column
Multiple-contact columns can be problematic to use in Smartsheet. Namely, they cannot be "put together" with a formula. There's many use cases where you need to build multiple contacts into a cell based on criteria/lookups, but there isn't a way to do that in native core Smartsheet. There is, however, a couple of methods…
Formula To Indicate A Task Is Ready Because Predecessors Are Complete [Solution]
I have seen many posts about people wanting the ability to indicate a particular task/row is ready to begin because all of the predecessors are complete (many of them archived). All of the proposed solutions had short comings (e.g. only works on rows with a single FS predecessor with no lag). Here is my full solution to…
Auto-Create Child Rows WITHOUT Bridge or API
This initial solution is based on form submissions being made and each form submission triggering the creation of a set of "template" child rows per submission WITHOUT the need for a 3rd party app, the premium add-on Bridge, or the API. So if your form submissions look like this: Your working sheet could look like this:…
INDEX and MATCH across two sheets: a detailed explanation
Hello everyone, would love some feedback on this tutorial. I was answering a user's question regarding INDEX and MATCH (thread post here), and thought it would be beneficial to share my example to the greater Smartsheet community of how to easily utilize INDEX and MATCH functions to reference cells from another sheet by…
URL Query String and CHAR() Function Helper Sheet
Greetings all, Because I grew tired of spending an inordinate amount of time piecing together URL query strings, I've compiled all of the UTF-8 character codes (that I came across) into an easy to use reference sheet. I've also added in a column for the corresponding CHAR() function codes and conditionally formatted the…

Trending in Show & Tell

Meet Jason Tarpinian, our October Member Spotlight! 🎉
4, 6, 8, 10, let’s go @Jason Tarpinian! We’re so happy to feature this Community Champion as our October Member Spotlight. Jason is a Project Manager of Technology at Sevan Multi-Site Solutions, and calls Minnesota home. About seven years ago, as an Assistant Project Manager, he first used Smartsheet to manage hundreds of…
Smartsheet Implementation: Overcoming Common Challenges in Change Management.
Hi everyone, I wanted to share some insights on how we’ve been using Smartsheet to tackle some of the most common challenges in change management. Whether you’re dealing with leadership alignment, struggling to keep projects on track, or facing difficulty engaging teams during a change process, I’ve found that having a…
October Question of the Month - Join the conversation and receive a badge
During September, you shared when and where your mind works best. Of course you all had unique preferences — early birds, night owls, the office, home, white noise, mowing the yard — but you also had quite a bit in common. So many of you get your best ideas while being active, in the shower, or after a nice cup of coffee.…

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