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If Status is "Completed" then make % Complete "100%"
I need help with the formula to automatically make the % Complete be 100% for any row where Status is "Completed" Do I put the formula in the % Complete cell? And if so, what formula? What I have tried so far does not work: =IF(Status=Completed,%Complete=100%) That's probably wrong for a variety of reasons, but I can't…
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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Export to PDF size invariably displayed incorrectly
Most of the time, when I export to a PDF, the information displayed prior to the export is wrong. I've checked different PDF viewers and gotten the same results. Different browsers too, but figured that was a waste of time. Does everyone else just ignore this or am I the only one with this problem? Craig
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How do i add more than one duration to a gantt chart?
I have a project that has hundreds of tasks. Each task has a fabrication duration and a delivery/logistics duration. How can i add an extra column and add the extra duration per task to show in the gantt chart in maybe a different shade or different color? The other solution, would be to add a line below each task just for…
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Refreshing reports
How to refresh 5 reports (with each assigned person's tasks) at one time when the main spreadsheet is updated instead of going into each report separately to refresh? Or will the reports update automatically when there is a change to the main spreadsheet.
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Limiting # of Rows in a Report
I have a report showing our marketing tactics and their results. There are over 50, however I want to show only the top 5 in my report that I use in a sight. Since the sales numbers fluctuate, I cannot show sales greater than "X" or any other limiting item that is available to me. I was going to add a column in the sheet…
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Sending as attachment with filters
It would be awesome to be able to send out recurring attachments in which the pdf attachment is based on a filter. For instance, if it was a construction schedule and I wanted to send out a recurring two-week outlook then I could send it based on my two-week outlook filter.
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Smartsheet SMS Functionality
Has anyone successfully integrated Smartsheet with an SMS service provider? I'm looking to be able to send SMS reminders and alerts to contacts on Smartsheet on a scheduled basis.
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Half Day - Vacation Days?
hi, I am using the smartsheet vaction tracker as well. Has anyone figured out how to track half days? thanks in advance.
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Lag times exclude weekends?
Are lag times calculated based on working days (i.e. weekdays)? Is there a way to setup a lag time for a finish-to-finish dependency based on elapsed dates/calendar days? For example, if I have a report date milestone of June 1, 2016 and I need to set a filing deadline milestone at 60 total days after June 1. or July 31,…
