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Portfolio Updates to Leadership
Hello, I'm exploring ways to enhance how our team shares portfolio updates with leadership. Currently, we rely on PowerPoint presentations with screenshots from SS or direct snapshots of our dashboard. I'd appreciate any suggestions on how we can make these updates more elegant, insightful, and impactful.
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OKR-Based Project Planning Across Multiple Marketing Teams
I’m working on a cross-functional project where I’m building a unified, OKR-based project planning system for our Marketing team. The goal is to standardize how multiple teams manage projects in Smartsheet, while also rolling up all activity to support high-level OKRs tied to company business goals I’d love feedback on the…
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Automation set up
Hi, How to set up an automation to alert the task owner a few days prior to due date? Thanks, Emily
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Moved: I am getting the following error #NO MATCH
This discussion has been moved.
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Multiple Project Tracker
Hello! I'm looking for the best way to track multiple projects across my company and also be able to give a high-level dashboard view to my executives. Which template would work best for this? I liked the Project Management Office, but we don't need an intake form as I would be the only one updating and adding new projects…
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What are your challenges when migrating from the Legacy Collaborator to User Subscription?
Hello everyone, I have looked throughout the online Smartsheet resources and have seen various discussions on managing users when moving to the USM. My questions for those who have made the move to USM, What other challenges have you come across as a PMO? Are you able to manage via the Global Admin settings, sharing and…
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Linking a created production sheet to a timeline or gannt to track milestones.
I've been using Smartsheet for a while to manage my projects but I haven't seen many templates specifically designed for tracking production in construction or maybe I just haven’t found the right ones. As any project manager knows, we track everything: materials, invoices, dates, purchase orders, finances and more. I…
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Best Practices on Managing Changes to Smartsheet Items
Hi all, My organization uses smartsheet to manage our projects and we're are currently running dozens of projects out of it. We use standard templates we built for our projects that include: sheets, reports, and dashboards. Every time a new project starts up we make copies of those templates and tailor it to the project.…
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Celebrating Milestones
Hello all! We have been tracking our KPIs on a dashboard for one of our large events. I was wondering if anyone has unique ideas on how to highlight reaching a milestone on the dashboard in a visual way? For example if we register 500 participants? Thank you in advance!
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Linking a field in a form to a source sheet as picklist
I already put in a ticket and got the answer this is currently not possible, but was encouraged to put in a post here to hopefully being integrated one day. In my situation we have a huge list of project names (and constantly growing) that we'd like to be able to pick from in a from related to a SmartSheet. We find that…