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Archives for August 2023

September Question of the Month 💭 Join the conversation and receive a badge
Hi everyone, We're ready to kick off September with a new question and opportunity for you to earn some badges and points while getting to know your peers! If you had your own talk show, who would your first guest be and why? Could be anyone, a celebrity, politician or historical figure just to name a few . Get creative!…
New to Smartsheet Community
Hi everyone, I am new to the community and I am Cristina Wiltshire from Corpus Christi, Texas y'all.
New to the Smartsheet Community!
Hi Everyone, I am Lindsey from Sacramento, CA and I am a new Smartsheet user. I work for HPE as a Program Manager for our GreenLake Marketplace and help track partner testing in our lab environment. We recently migrated from Monday.com to Smartsheet and I was tasked with setting up the new platform. I am a mother of two…
Introduction | Hello Smartsheet Community
Hello! My name is Shannon Webster and I am in a project and process management role with a Fortune 500 industrial supply company. I'm hoping that I can improve the way we leverage the tool to allow for better cross-functional collaboration and visibility. I'm planning to dive into the webinars and trainings, and will be…
Control Center vs Project Web App
Good Morning, Smarties! I am a Smartsheet addict with a wonderful opportunity to recreate existing file-based project management practices and standards in Smartsheet! I am working with teams to understand Control Center's capabilities, and would love to hear how some of you have devised methods to track and compare…
Meet Colleen Patterson, our August Member Spotlight! 🎉
Community, it's our pleasure to introduce you to our August Member Spotlight, Community Champion, and all-around star @Colleen Patterson! *air horn noise* Colleen is the Executive Vice President of Operations at The Clinician eXchange (TCX), a company that strives to unite healthcare innovation and expertise through…
Smartsheet and Google Workspace Users Rejoice!
If you are a Google Workspace user, you now have an additional, powerful tool at your disposal to enhance you Smartsheet solution. Google has announced that its no-code app building platform, Appsheet, is now INCLUDED with Google Workspace! This a big deal especially for Smartsheet users! That's because you can connect…
Introduction - Hello Smartsheet Community!
Hello everyone, I'm currently a student studying at Montana State University and I use Smartsheet to help stay on top of projects at work and at school. When not studying I like to get explore the outdoors with my wife and stare at bison (from a distance). Does anyone have any experience using Smartsheet with multiple…
How to Search for Duplicate Ideas
This discussion was created from comments split from: FAQs and Guidelines for posting Product Feedback Ideas.
How can I control e-mail formatting from Smartsheet?
There seems to be a number of formats that are used in Smartsheet based on what you are doing (e.g. sending a notification, using workflow, etc). I would like to know the following: 1) Can you create your own format/template that goes out regardless of the driver of the e-mail? if not, can you control which one is used and…

Best Practice

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…
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…
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…
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…
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…
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.…
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:…
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…
Lock or Store Date/Value Solution without using Zapier
Hi all, I hope you're well and safe! I've developed a solution that lets you store the date or value. You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work. We'd trigger the copy-row to another sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it…
Use Javascript in Bridge to efficiently import data from an API
Hi all - I'm excited to share a custom Javascript solution with my fellow Bridge users. I am not a Jscript coder - all credit for this goes to the awesome @Nathan Lloyd at Smartsheet - Large Enterprise Technical Sales Engineer, who gave me the basis for this script at ENGAGE 2022. Thank you Nathan! In this thread I'll…

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Tracking Time
Hopefully this post will help someone looking for a solution for dealing with time in Smartsheet outside of Resource Management. (Bolded the summary for quick access) I've recently run into an issue with a project. We are maintaining a lot of our data in Smartsheet, but a recent project got brought up about wanting to…
December Question of the Month 💭 Join the conversation and receive a badge
Can you believe it’s the last month of 2023? 🤯 During this year, you were busy with so many things — work and personal projects, spending time with friends and family, pursuing your goals and passions, while also finding space to rest and grow. You’re truly the definition of peak humans. That’s why now we invite you to…
How to access Core App Path Self-Paced eLearning courses?
I'm a licensed user and preparing for the Core Product Certification Exam (which I have purchased). I prefer the "Core App Path Self-Paced eLearning" as a guided preparation (versus this) but only 1 "welcome" course is showing up on my end: After completing this course, I clicked "next course" and got this notification:…

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