Smartsheet Basics

Archives for October 2019

Card View by Contact List column type
Hi there, I have a sheet for tracking contracts and assign the contracts to my staff of 10. I would like to be able to have my swim lanes be organized/sorted by the "Contact List" column type (I have my assigned staff in this column). based on this help…
Triggering Notifications to "Assigned To"
I have added 4 individuals with their email addresses in the Resource Management section and I'm trying to figure out what triggers an email notification to go to the people put in the "Assigned To" whether in the Task List or Project. In the Task List, do I have to set up individual alerts for each task? Is the same true…
Choosing a Task List vs a Project
So, I have a question that on the surface might have obvious answers but want to think through the potential implications for choosing a Task List vs a Project. In theory a Project should have a defined start and finish for all tasks. A Task List essentially becomes a "to do" list. Tell me what I might be missing please.…
Random Email ID shown during Mouse over in Resource report?
Hi all, Anyone know what the email address is referring to when mousing over the (over) allocation in a resource report? It is not the email address of the resource (Hue in this case) Thanks ahead of time! -dp-
Attachments
Hi All, Is there a function that removes attachments and move to other sheets without downloading? This would be really helpful as our project requires attachments to be referenced on multiple sheets and downloading each attachment is time consuming. Looking forward to hearing from you soon and thank you in advance
How to attach notes to a line item
Hi, I need to attach notes to my line items. Setting a column as a Note Field is not practical, as I have too much informaiton than can fit on a short line. Using Comments is not practical, as I need to be able to easily access and edit the notes, not scroll thru a list of Comments. How to achieve this in Smartsheet? Thank…
Publish a Dashboard link with expiry date
Hello, I would like to publish a link to one of my dashboards with an expiry date, is that possible? Maybe there is a workaround that someone uses? Thank you in advance!
Remove name from contact list
I've created a contact list in which I've entered a few names. When I open the 'Edit Column Properties', I see only the names I want in the 'Values' box. Yet when I try using the list to populate a cell, the list that opens includes my own name along with those I entered in the Values box. Because I can't see my name in…
Limiting users to a given smartsheet
Can a smartsheet access be limited to specific end-users? We are using the smartsheet and have several that all project team members can view and update (most columns). Is it possible to have a smartsheet that only specific end-users can view and update?
Move Row Disables other Workflows
Hi all - I am looking into setting up a workflow that will move completed projects from one sheet to another once they are flagged as 'Complete'. The workflow seems to work ok, but as soon as I set it up all my other workflows seem to be disabled and I receive this message: 'This workflow is being prevented from running.…

Trending in Smartsheet Basics

Restriction for email entered into form
We are trying to update a field on our form, where the submitter enters their email. Recently someone entered their personal email, which we do not want. We are trying to update this field so that it will only accept emails with our work domain. Is this possible? I believe it should be but am having difficulty figuring it…
Record a date automation isn't working
I set up the automation below, and it's not working. When I change the status of a row to complete, nothing happens. If I go into the automation manager and select "run" or "test" the completion date column fills in with today's date. What am I doing wrong? This should be straight-forward. I've tried building this…
Why are my Task Rows expanded every morning?
I've been using smartsheet for a few years now and never had this issue before, but starting this year, every morning when I go into one of my project sheets at the start of my work day they are ALL expanded. I have parent and child tasks that are 100% completed a year ago that are now suddenly expanded every morning. So…

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