Smartsheet Basics

Archives for May 2018

Sorting Names with Accent Marks
We serve an international client base, and when I go to sort names in a smartsheet I built for a client directory, instead of placing names with accent marks in alphabetical order, the sort places all names with accent marks at the bottom of the list. For example, José would be sorted with the "J" names, but placed at the…
Create a Chart without using numeric data
Good day, May I ask if there is any way to create a Chart in Smartsheet without using a numeric data? I wanted to create a chart using names/phases as reference but I received an Invalid Data error message. It says, "To create a chart you must use numeric data".
Sign up through one form onto multiple sheets at once?
I use various different smartsheets to sign people up for various employee groups (the Smartsheet is a member signup list). Each group has its own Smartsheet and its own signup link. However, I would like for each signup form to let people choose "sign me up for these other groups" where they check as many boxes as they…
Template: Team Task List by Priority
Hi Everyone, I'm new to Smartsheet. In the Template titled Team Task List by Priority, there are headers. High Priority, Medium Priority, Low Priority and Completed. My question is: how do the tasks in lines below the priorities get assigned to which priority? Do they get auto-populated to each priority based on something?…
Add a New Task with all the sub rows
I have a sheet where I have all my projects and then sub categories indented underneath it. Is there a way I can easily add a new project that will create automatically add the sub categories?
How to enable the Guest account in Alfresco?
I have recently installed alfresco community edition in my Windows 7 but by default guest user account is disable state and i can't change state of the guest user account by clicking enable or disable check box.
Approval Requests
Is there a way to send an approval request to multiple people but require only one to approve it? For example, we would like either our AVP or our VP to approve travel requests, but they don't both need to approve. If I include both names in the section, then it adds a column for the second approval, which isn't…
Linking directly to files from a dashboard?
I understand there is no way to link directly to a file from dashboard unless it is in a cloud-based storage program. Has anyone found a workaround? We don't use this kind of storage and I want to be able to link directly to files. Saving as images wont work either, as we have 10+ files to link to, and want to organize…
Restrict a user's access to Dashboard only
I am new to Smartsheet but learning fast. We are starting a project to use Smartsheet for client onboarding to our software. I intend to create a client-facing dashboard but would like to restrict a user's access so they cannot click on the Home tab which they have no reason to view and is just a place for them to take a…
Assigned to limitation
Hi Everyone, Do you know if it is possible to assign the same task to many users ? or a group of user ? Thanks Olivier

Trending in Smartsheet Basics

Grid View - Default Values
Hi Everyone, thanks as always for your help! I have a quick question on the best way to apply default values when adding a new row to a grid view. The idea is that if someone enters a new task name, then the priority and status column for the task would automatically update to "Medium" and "Not Started" respectively. Then…
Adding to a report
Hello! So - I am working on building dashboards for my company where we can track To Dos. goals, etc. I have made reports, added them to the dashboards, and connected the report widget back to the data source (data source being the report NOT the original sheet). My question is - is there a way for people to just add line…
Automation Trigger Help
In the Project Management Learning Path via Smartsheet University, I'm running into an issue where it will not allow me to run the 'Regular Task Update Request' weekly on Monday, Wednesday, and Friday as the instructions ask me to do. My only options are X days before, X weeks before, X days after, and X weeks after. There…

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