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Attachments for Non-Subscribers
I use Smartsheet for construction management (scheduling and quality control). I currently have an automation established to send a notification to a contact in a specified column when a row is added and assigned to them OR if a change is made to row that is assigned to them. Can I set-up my smartsheet to allow…
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Accessing Project Plan from someone no longer with the Org
How do I access a Project Plan that was owned by someone who is no longer with the company?
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Idea funnel
Hi all, I'm at a manufacturing company. I am looking into a Smartsheet solution for idea generation and management. These could be cost improvements or reach into new product development. We would likely have project goals (improve margin, expand sales, ect), ideas (that need to link to SKU's and goals) and gather input on…
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Add additional portfolio metric to count certain criteria within the Project Categories
I'm using the PMO Template Set and preparing it to use for a portfolio of a different type of projects at our enterprise. (I'm already successfully using the PMO Template Set for a simpler portfolio type and I want to keep these separate for portfolio dashboards/metrics/etc., hence creating an additional…
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Construction Project schedule
I have created a construction project schedule and am unable to determine why the critical path is not displaying from the start of the project. The file is attached for reference. If anyone is familiar with this issue, please advise. https://us.v-cdn.net/6031209/uploads/XHXHC4EHD5NN/project-schedule-12-19-2025.pdf
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Pop-out Pane
There have been multiple challenges with the pop-out panes. It continues to delay opening assets (sheets, reports, and dashboards). Additionally, it takes away from asset real estate as most team members would like to get to their information often finding the pop-out panes as a frustration and distracting. Is there a way…
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Stacked Bar Chart to display Count AND percentage?
I am tracking orders in 3 statuses (Expected —aka my grand total; Rcvd; and Completed). I have a stacked bar showing the count of each, and this is the ideal visual i'd like, but i was hoping to also reflect the % of completed against Rcvd and Expected, and the % of Rcvd against expected. Is this possible?
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Using Smartsheet for "Severity 1" project issue updates
Hello all: Brainstorming ideas here. Instead of sending multiple emails out to stakeholders throughout the day ('Reply all, Reply all, Reply all'), does anyone have any suggestions on how to use SS to update stakeholders regularly when there is a serious technical issue on a project? Keep in mind that I would only want the…
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How to go about custom landing page? or pin an intake form ?
Hello, We primarily use Smartsheet for project management. We have an intake form for PMs that triggers automations and populates a project template. I’m trying to figure out how to set up a customized default landing page (not the one-time welcome window). I was able to add branding to the home page, but I haven’t been…