Smartsheet Basics

Archives for September 2023

Automation trigger
1 month after X date I would like to trigger an automation. In this automation I would like to ask a few questions. How do I capture these responses? If it is an automation email, they won't be able to reply to it right?
Automations
I have a few automations that are set up to notify 3 months or 4 months before a set date. But what if the date isn't 3 months out or 4 months out? Maybe it is 1 month out or 2 months out? will the automation still occur? how does this work? I still do want an automation.
Alerts
Hi there, I want to use the trigger and alert to notify someone in the next row when the task above is complete. E.g., if the Status column is changed to Complete in row 3, I want an alert to be sent to the contact in the Assigned To column in row 4. Is that possible? Megan
I found a template on Google but I can't find it when logged in
Can someone help me - I found a video project template on Google (https://www.smartsheet.com/content/video-project-management-workflow) but when I try to select it, it only leads me to a trial instead of logging in. When I try to search for this in the app - I can't find a template that has the word "video" in it. Can…
Calculate Total Completion
Hi. I am still learning smart sheets and have a very simple sheet that is tracking the completion of a project that I am working on. I just to have an automated completion total of what is checked off vs what is not checked of in my Completion Column. Please see image. Please and thank you.
Assistance connecting document to dropdown in intake form
We would like to use the form capabilities on project sheets to prepopulate dropdown fields with preselected information from source documents or sheets that live in the same project folder. Example - if a person is updating a specific deliverable, to ensure the naming convention and correct deliverable is selcted and…
Forms
When someone fills out a form, is there a way to know when they filled it out? When someone fills out a form, is there a way to know who filled it out? is there a way to know their name and email? or one or the other? Or should there be a field on the form asking them for that information? When someone fills out a form, at…
Finance Tracking and Executive Reporting
Hi Team! I am looking for any templates / examples the community has on building reporting and dash boarding specific to project financials. This includes, project spend, Capex, Opex, variance to budget and forecast, ROI / IRR calculations, etc. I know there templates I can explore but I attended ENGAGE last week and was…
Resource report gantt chart
Hello! I need to create a report to visualize resource utilization per project over time, similar to this: https://community.smartsheet.com/discussion/76598/how-do-you-track-parallel-projects-and-show-overlapping-resources Some important context: I do not have access to resource management or resource settings. All of my…
Need Autosave Options for IOS Devices
Our team in the field recently switched to iPads to update notes in Smartsheet reports shared with them. Every cell that is changed automatically autosaves before you can enter changes on another cell. They previously used Dell tablets that allowed them to access the reports through a browser as opposed to an app which…

Trending in Smartsheet Basics

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…
Where are the AI (formula generation) icons now? 2025
Before, I was used to seeing the AI icon listed on the right side menu, at the bottom. where is the AI formula generator icon now in 2025?

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