Smartsheet Basics

Archives for August 2023

Project Work Days
Is there a way to keep the weekends greyed out even though I prefer weekends to be included as project work days?
Status Function for %Achieved and Benchmark Range
Hello Community, I have 4 columns: Actual delivered = the number of deliverables completed Benchmark = the number of deliverables expected % Achieved = Percent Achieve (divides the actuals/benchmark) Status = This is the formula I need assistance with I'm trying to apply the red/yellow/green status indicator symbols when…
Filtering a report by Calendar Month and sending report
Hello, I have a report that I would like filtering by calendar month showcasing data just for that month. I can only seem to filter the report by 'last 'x' amount of days'. Seeing as though months vary in days, the report it could show additional data not required. I had then created some helper columns on the underlying…
Desktop App Notification on Online App
Hello! I originally signed up to use the desktop Smartsheet app but have since decided only to use the browser. I have removed the Smartsheet desktop app from my laptop, however, I still receive a notification every time I open a Smartsheet item in the browser to open it in the desktop app. Is there any way I can…
Does smartsheet have a way to show a progress of a project like the Domino's pizza tracker
Does smartsheet have a way to show a progress of a project like the Domino's pizza tracker?
Parent Child rows - add based on Set ID
Hi, We have a situation where every person is assigned a unique ID number and a contract is sent out. I want to create a variation so that if that crew member requires a 2nd or 3rd contract than the original line becomes the parent, and all subsequent lines become a child of that parent automatically. Has anyone figured…
Prepopulate forms with some data
Hi - I have a financial tracker of sorts. Each row in my sheet equates to a different savings opportunity. I need to prepopulate each form with different data and send it to different users. Every form will have the same fields, but every form will contain different data, some of which I prepopulate and some of which is…
Can you update form responses once it is submitted?
I am trying to see if my teammates are able to update their responses in forms once it is submitted? The reason being, they will get a request from the TL to report on quarterly updates. Once filled out, they will also validate that info with sponsor and update accordingly. We are simply utilizing Smartsheet to view the…
Task Notification From Template for New Project
I'm wondering if there is an easy way or best practice for this... We do many of the same type of project (all same tasks, assignments, etc) for different 'builds'. We have a project template which contains all the proper columns, etc. including assigned to. When we have a new 'build' we simply save the template as new…
Templates
Hi, I feel like I'm going crazy. I added a new column to the sheet that a template was based on and it added that column to the other sheets that were made from that template. But then when trying to figure out how and playing around with it I broke that functionality because it's not doing it anymore and I can't comments…

Trending in Smartsheet Basics

Workspaces?
Can I have more than one workspace section? For instance, can I have something like this: Workspace - Templates Workspace - Template A Folder Folder Workspace - Template B Folder Workspace - Projects Workspace - Project A - ABC Company Folder Folder Workspace - Project A - XYZ Company Workspace - Project B - ABC Company
Why would a user that has edit-can share permissions on a report not be able to update filter?
I have given edit-can share and shared to report only permissions to a user of my report with the hopes they would be able to update the filters temporarily but they are unable to do so, when they hover over the is between date they get an x icon and cannot click it. I ran through the other permissions even up to admin…
How to disable Workspace panel?
How do I disable the workspace panel? It is annoying every time I open an asset (report Summary, or Dashboard) it automatically opens. this was an issue in Sept. and was corrected by Smartsheet doing a roll back but now its back again. Please add an enable/disable setting!!

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