Smartsheet Basics

Archives for June 2022

Easy project plan template
Any suggestions for an easy project plan template and how to upload to Smartsheet. New to using and would appreciate guidance.
In Card View, "View By" not showing all the dropdown menu options available within my sheet...
When in Card View, I am not provided the option to "view by" all of the available drop down menus within the sheet. It only provides five, that is all. I had admin access, so I know that is not the issue. Again, the column I am looking to change the card view does contain a drop down menu. Any suggestions are greatly…
Project Metadata Sheet within Project Management Office Template Set
I downloaded the project management office template set and wondering a few things. Do I copy the "Project Template" folder and rename it for every different project? I'm assuming the "Portfolio Level" folder (and its contents) does not get copied. This is the portfolio level "summary" of all the projects that I will…
Forms: How to print/generate a PDF with field label and answers
I am creating a survey form, and the questions are quite long. There is a character limit for the column/field name, so I just use numbers (e.g. "question 1", "question 2") in the column/field name and put the actual questions in the field label. That seems to work for the form. However, I want to be able to print/generate…
Move Rows times out/doesn't work manually or via automation
I have a large sheet that is fed by our salesforce connector which serves to collect status on orders. We have automation in place on this sheet (and many others) so that when a date is reached the rows automatically move to a Completed sheet in order to keep the original sheet clean and focused. This was working, but a…
What kind of template can I use for tracking new hires as they learn different jobs?
I am looking for a template that allows employees in training and conducting training to report their progress, a notification system that alerts me to concerns raised, and an end dashboard I can use to easily summarize progress and complete further planning. Another goal is to create a sort of plan for each trainee in…
Why is the text in my PDF coming across as dots on Mobile App?
Good Morning and thanks in advance for any answers, This issue came up recently with one of my coworkers who was using the mobile app to view attached PDFs. On my end, via computer, I see the below image. However, on the mobile end, both my device and his device, we see this, where all the letters and numbers were…
PMO Template - Issues with Project Intake Form --> Project Intake Sheet
Hello All! I wanted to see if someone could assist me with fixing a bug I created. I was using the Project Management Office (PMO) template set and the 'Project Intake Form' and 'Project Intake Sheet' - the connectivity between the two (aka when I use and fill in the form, press submit, it would generate a new Project ID…
How to enter 'Remaining Duration' (instead of % Complete)
Hi, When updating tasks, I want to enter 'Remaining Duration' and not a % Complete. Does anyone know if there is a way to do this please? So e.g. if a task is 10 days duration, I don't want to say 50% complete, I want to say there's 5 days remaining. Thanks, Mike
How can I remove the BIG GREEN Request License button from logo header?
This button significantly disrupts our branding for non-licensed users. It also creates significant confusion with many contributors requesting licenses that are not needed creating frustration and a waste of time.

Trending in Smartsheet Basics

Report Editing
How do I change the font size, color, etc.. on a report to make it look nice?
Why would line breaks NOT present in the Report View be present in the Dashboard Widget view?
I have a field I am pulling from Salesforce into Smartsheet that has often has a lot of line breaks in it. I used a CHAR formula to remove the line breaks, and it shows correctly without the line breaks in both the Sheet and the Report. However, as soon as I pull the report into a Dashboard widget, line breaks appear…but…
"Filter Off" setting does not persist
I've seen several issues posted regarding sheets maintaining a previous filter applied when the sheet is re-opened. The tech support response indicates the user should change the filter and save the sheet; however, a simple "filter off" selection does not prompt to resave the sheet. Bookmarking the URL that is created with…

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