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How to analyze users that can be downgraded from Member to Contributor?
I am a new admin. How would I know who can be safely changed from Member to the new contributor role? Is there something or combination of items that can reviewed on Seat Type Report?
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Contributor seat type - NEW?
Is this the correct takeaway for the new seat type called Collaborator? This is AI generated, that is why I am asking for confirmation: How Contributor compares to the old Free Internal User Where they are similar Both roles were designed for active collaborators who don’t need a paid license: Can edit existing sheets when…
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Looking for Best Practices: Smartsheet Task Management & Analyst Notifications
Hi Smartsheet Community, My name is Chris Miller and I work at Penn State Health as a PM. I’m looking to gather some insight and best practices from others who are using Smartsheet for project planning and team coordination. Specifically, I’m trying to refine how we manage task assignments for technical analysts within our…
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Help with using the PMO template to Manage an IT projects
Hello, I have a digital transformation plan that is set to span 3 years. I want to use the PMO template to setup an environment to manage plan. An IT PMO workspace of sort. I have a number of questions on best practices, managing projects sheets among other questions on how to setup the 7 domain projects that has other…
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Multiple Projects into a high level Programme / Portfolio Project
Hi Clever Community, Sorry to ask this question as I believe I've seen the answer but that was 4-5 years ago and I cannot find the article now. So I have 4 projects, each with a suite of smartsheets (all from a template) including risks, actions, milestones and timeline. So each of the 4 have the same fields and layout…
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How to maintain permanent inventory levels when source data is deleted weekly
Hi all, I am looking for advice on the best workflow to manage inventory deductions. I currently have two sheets where Sheet 1 (Master Stock List): Contains hundreds of items, locations, and catalog numbers. Sheet 2 (Weekly Usage): Operators log items used during the week by scanning QR codes. Currently, Sheet 1 uses a…
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Free Functional Specification Templates: The Roadmap to a Smoother Development Experience
Hi. I am a new user. The Smartsheet website proclaims it has templates for functional software specifications. I can't find anything. I also can't find any resources or training videos on the smartsheet.com website or youtube on how to use smartsheet for capturing user stories and requirements. Can anyone help me out here?
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Display Multiple Dates as Milestone in Gannt View / Timeline View in Smartsheet Reports
Hi, I have a query regarding the display of multiple dates from different Columns (5-6 Columns) from a report in Gannt View / Timeline Row within a row. Basically, Gannt of Gannts showing multiple projects in each row showing multiple Dates i.e. Gate Review dates in same row.
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Streamlining Automation Requests/Form Options
My team is looking to use Smartsheet capabilities as we continue building an dashboard for tracking KPIs across various project initiatives. Each initiative has its own row in Smartsheet, and we've included the initiative owner in the corresponding column. Some initiative owners are listed for multiple initiatives. We're…
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🆕 WHAT DO YOUR DASHBOARDS LOOK LIKE?
we need some creativity from others on some of the awesome dashboards people have created. please share some of the best of the best that you have!! hoping to spark some ideas… here is one of my recent ones - thanks in advance