Using Smartsheet
Archives for April 2019
Discussion List
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First post 04/30/19,Last post 03/26/20I receive a weekly report that I need to compare to the previous week's report to determine what changes have been made over that week. If possible I would like to be able to do this compare in SmartSheet (instead of using Spreadsheet Comp…Using Smartsheet26010Peggy P
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First post 04/30/19,Last post 05/01/19Hello community - I currently have an approval request enabled that notifies me via email once a day whenever a date in the Due Date column is changed. I also have a dashboard that shows me whenever an approval is needed and would like to…Using Smartsheet273Andrea Mayer -
First post 04/30/19,Last post 05/01/19Greetings, I am looking for advise. I am new to Smart sheets and my Operations manager no longer works for my company and she is setup with all of the administrative controls. I need to gain administrative control of the account. can anyo…Using Smartsheet21LnL Const. -
First post 04/30/19,Last post 05/02/19We are looking to create a formula to reference a date in another sheet (sheet 2) and than see if the referenced date in (Sheet 2)is before or after the date in the formula sheet (sheet 1). Forcing a check box or adding a visual identifie…Using Smartsheet503Cam_S -
First post 04/30/19,Last post 05/01/19Hello ~ I'm new to the community and working with the COUNTIFS formula. Help would be much appreciated if you can see the error of my ways. What I want to do seems simple - I have a "Date Completed" column, defined as a Date type…Using Smartsheet25810Kelly M
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First post 04/30/19,Last post 04/30/19Would anyone know how the approver could view certain column fields? I tried the Advanced Option and checked things off but it still does not show the data in the columns I checked off.Using Smartsheet163[email protected]
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First post 04/30/19,Last post 04/30/19Hello. I will be working on building out a claims denial management work plan but was wondering if one already existed within the abundance of templates?Using Smartsheet361Jolene Hoysler
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First post 04/30/19,Last post 05/02/19I ma moving from Microsoft Project to Smartsheet and trying to replicate workflows that have served me well for decades. In Microsoft Project, I can indicate that a duration is a estimate by including a question mark, for example 5d?.I us…Using Smartsheet371RamonaSteve
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First post 04/30/19,Last post 04/09/20When I try to add one particular contact that I added to my contacts list to the Assigned To field on a Gantt chart, it won't display the Name... just the person's full email address. This is only happening for this one contact - the rest …Using Smartsheet37614LW
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First post 04/30/19,Last post 04/30/19Greetings, Looking into the prospect of getting my engineers to enter time spent against tasks in addition to 'guessing' and their percentage of completion. It seems the threads here are all a couple years' old or more - wondering if the…Using Smartsheet112jcarter67946 -
First post 04/30/19,Last post 04/30/19Hi I would like to know how to set up a rule where if a certain selection is made from a drop down in a cell that it automatically prompts you to complete a related cell. For example: If a member of my team update the Recruitment Status…Using Smartsheet322dcabras
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First post 04/29/19,Last post 04/30/19I have previously been able to create a link to a local drive document on a dashboard but now don't seem to have the choice. Can someone point me in the right direction please? I have the options of Google Drive; OneDrive; Box; Dropbo…Using Smartsheet11christine86906
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First post 04/29/19,Last post 05/01/19Hi all - I'm a relatively new user and a little stumped figuring out how to best handle this scenario: 1) A project sheet has dependencies are enabled. 2) The project team identifies a new task they want to track; that task is ready to s…Using Smartsheet137doctor_i
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First post 04/29/19,Last post 03/04/20I have a due date and want to have the "Risk" green if the due date is more than 15 days out and the Status is not "Complete". How do I do this?Using Smartsheet5635Leann Gibson -
First post 04/29/19,Last post 04/29/19delete this postUsing Smartsheet10Lisa Bruce
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First post 04/29/19,Last post 04/30/19We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this. Sales speaks to customer, and enters into SmartSheet,…Using Smartsheet144Mtmoroni -
First post 04/29/19,Last post 04/29/19Until today, we were able to copy a cell from Excel that had a hyperlink, and paste it into a Smartsheet cell and it would maintain the hyperlink. This has stopped working today. It pastes the text, but not the hyperlink, and this is a c…Using Smartsheet691michael_hostetler85551
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First post 04/29/19,Last post 04/29/19Hello and thanks for any assistance on this! I'd like the ability to set automatic recurring reminders for my clients. The ability to have a column "Follow Up" with a drop down menu showing 2 weeks, 1 month, 3 months, 6 months,e…Using Smartsheet754LG
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First post 04/29/19,Last post 04/29/19Hi, I have 2 columns, one with a product description(Different products on a 1000 cells) and the other column it is their individual value. May you assist on how to get a sum of, say "shirts" only from the product description c…Using Smartsheet21Tsholanang Nthutang
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First post 04/29/19,Last post 05/27/20Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. LaurenUsing Smartsheet687Improve Consulting
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First post 04/28/19,Last post 04/30/19I have a sheet that I use for collating data of time taken on a particular works order. To compete a works order, it requires 3 seperate workstations. However, I have set up 3 seperate reports, linked to the one sheet, for data input. The …Using Smartsheet113brad56056
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First post 04/27/19,Last post 06/14/20Hello, I have a task board in smartsheet that my team uses to track work. We have a third part application we use to track metrics and it only integrates with google sheets. Not smartsheet. Is there a way to have smartsheet data sync to…Using Smartsheet1503cyndi2403 -
First post 04/26/19,Last post 04/29/19When export my Project to Microsoft Project, start and due dates doesnt Match with smartsheet dates. Some one know that do I need yo do to hace the same information?Using Smartsheet261Janeth Torres
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First post 04/26/19,Last post 04/26/19How can I count how many projects were completed in 2018 and 2019? I am trying to create a graph for all projects completed in 2018 and 2019 this is what I got so far. I am pulling data from another smartsheet. =COUNTIF({Completed Range…Using Smartsheet152Tribeiro
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First post 04/26/19,Last post 04/27/19From what I can see, reports do now allow formulas to be created within them (the formulas have to be in the sheets). I need to share lists of newly signed customers, recently created opportunities (pre-signed), recently cancelled custome…Using Smartsheet61jwilmoth86736
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First post 04/26/19,Last post 04/27/19Hi, We have sheets that have linked cells between them. I want to set up automated alerts if someone changes any information on that row, but would settle for changing specifically the dates (which are also linked). Is there a way to do t…Using Smartsheet171vhaggerson
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First post 04/26/19,Last post 04/29/19I'm new to smartsheet so sorry for the newbie question. I have a change request log sheet that captures our change request approval process and I would like to "publish" and approved change to a smartsheet calendar. Is there a wa…Using Smartsheet131abouit
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First post 04/26/19,Last post 04/29/19We have a a master sales information sheet that imports from our sales software and then links out to individual client sheets. Each of the the client sheets links to the previous job via cell linking and predecessors, We then have a porta…Using Smartsheet991[email protected]
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First post 04/26/19,Last post 04/29/19We are creating a dashboard and every time we re-select the Chart source data, the formatting of the chart reverts back. Why do we have to reformat every time? Screenshot of the chart: (Image)Using Smartsheet141TriciaH -
First post 04/26/19,Last post 04/26/19My company has a master sheet connected to all the different project sheets. Is it possible to have the next due dates listed in the project sheets automated to update on the master sheet? Currently, we're just doing this manually and it i…Using Smartsheet251Justin Lee
