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Introduce Yourself
I'm thrilled to introduce myself to the SmartSheet community! With over two decades in the financial services arena, I've honed my skills as an IT professional, focusing on process improvement, risk management, and, like you, project management. I'm passionate about aligning IT strategies with business goals, ensuring that…
Introduce Yourself
My name is Debbie and I was hired just a few months ago to eventually become the Smartsheets go-to person at our firm. We are hoping to transistion all of our project management into Smartsheets. I am excited! I am very impressed with how much help is available for newcomers and love learning all the the tricks of the…
Shortlisted as Finalist for an industry award, in the category of ''Rising Star'' 2023
I'm thrilled and excited to share with my Smartsheet community, that I am a finalist for the Access All Areas Conference & Awards, in the 💫 Rising Star category💫. This was based on my implementation of Smartsheet WorkFlows /Reports /Dashboards /Data Analysis ... in the workplace After a few months in the company (2021), I…
Proposal / Quote software integrations
Hello, I've been trying to use the PDF generator for a while now with the docusign integration to generate quotes / proposals to send to clients. However, due to the amount of data needed to generate this document, it has become very time consuming to set up and limiting in terms of structure. I just wonder if anyone has…
Introduce Yourself
Hi everyone, my name is Jervic and I am currently a Project Manager providing digital solutions to my clients, one of the most solutions I provide is developing a SmartSheet Data Frame for them to use in their accounts and or projects. About me: I play the piano, I love dogs, I love to go adventuring (i.e. hiking,…
VIRTUAL EVENTS!
Hi everyone, I am Marco from the Philippines! I'm currently working with Vertiv as a Senior Lead Specialist for their Virtual Events taking place around the globe. I am new to Smartsheet and I believe this will be a helpful tool for us in order to device our own Global Event Request Forms and Trackers. As for my interests,…
Local Government Clients Using Smartsheet With Workday
Hi Community, I wanted to poll the user community for any State, Local Government and Education clients using Smartsheet for Contract Administration and also using Workday as their Finance or ERP solution. Whats been your experience? Do you have an integration set up? Did you consider any other options for CLM before…
October Question of the Month 💭 Join the conversation and receive a badge
Hi everyone, We're ready to kick off October with a new question and opportunity for you to earn some badges and points while getting to know your peers! What is one thing that scared you until you did it? Could be joining a new company, taking on a new project, sky diving or something else. Drop your answer in the…
Document Control Using Smartsheets
@Chris Mondeau thank you for your help in my original post. I thought I would re-post here for everyone else within the industry could share. Hi Team, I work in the construction industry as a joiner and as part my day to day, I received architectural plans. Is there a way to set up a Smartsheet as a Document Control…
How are you documenting your processes and workflows for training/reference?
We have been creating and modifying our marketing intake and implementation workflows for close to two years now, and (despite these being ever-changing) we're ready to officially document these processes for users to reference. I was going to just use Word (and a table of contents) to document, but I'd like to hear from…

Best Practice

Formulas for Calculating Time
I have decided to create a post that consolidates all of the different time based solutions that I have put together. Some of these solutions can be made more efficient or condensed into fewer but larger formulas. I am still going through these working on making them more efficient and tweaking them, but all of them have…
Work Breakdown Structure (WBS) - Column Formula Configuration
Hello Everyone, Recently myself and two fellow Smartsheet Sales Engineers, @Lea Gikas and @Dave Stanley got together to create a WBS solution powered by Column Formulas. We wanted to provide the resulting configuration to the community in case some may find it helpful in executing project management solutions, this…
Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
Quick way to copy formulas across sheets I found
Problem: I had the need to copy a list of 26 formulas to 56 sheets maintaining the formulas for each sheet. to increase the data collection across the sheets. All sheets have the same column names. Smartsheet defaults to saving the end result, and doesn't offer the ability to just copy the formulas from one column in one…
For Every one want to have More color symbol for health Status column.
Dear Community Memebers, I saw many equations asking to have More color symbol for health Status column, so i added this post to be a simple reference to solve this issue and with your help and comments we can develop it to match the most of your wishes. the following screenshot shows the color reference you can use it in…
Combine emails into a multiple-contact column / multi-contact column
Multiple-contact columns can be problematic to use in Smartsheet. Namely, they cannot be "put together" with a formula. There's many use cases where you need to build multiple contacts into a cell based on criteria/lookups, but there isn't a way to do that in native core Smartsheet. There is, however, a couple of methods…
Auto-Create Child Rows WITHOUT Bridge or API
This initial solution is based on form submissions being made and each form submission triggering the creation of a set of "template" child rows per submission WITHOUT the need for a 3rd party app, the premium add-on Bridge, or the API. So if your form submissions look like this: Your working sheet could look like this:…
INDEX and MATCH across two sheets: a detailed explanation
Hello everyone, would love some feedback on this tutorial. I was answering a user's question regarding INDEX and MATCH (thread post here), and thought it would be beneficial to share my example to the greater Smartsheet community of how to easily utilize INDEX and MATCH functions to reference cells from another sheet by…
Formula To Indicate A Task Is Ready Because Predecessors Are Complete [Solution]
I have seen many posts about people wanting the ability to indicate a particular task/row is ready to begin because all of the predecessors are complete (many of them archived). All of the proposed solutions had short comings (e.g. only works on rows with a single FS predecessor with no lag). Here is my full solution to…
URL Query String and CHAR() Function Helper Sheet
Greetings all, Because I grew tired of spending an inordinate amount of time piecing together URL query strings, I've compiled all of the UTF-8 character codes (that I came across) into an easy to use reference sheet. I've also added in a column for the corresponding CHAR() function codes and conditionally formatted the…

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[RECAP] Bobbie x Kim Chappell: Building a Mission-Aligned Brand
Calling all marketing enthusiasts! A brand new episode of the Brand Collective podcast is here, and I’ve got the highlights for you. This time around, meet Kim Chappell, a driving force behind Marketing at Bobbie. Kim's journey into marketing shows how valuable diverse experiences can be. Her background in journalism made…
Meet Carson Penticuff, our April Member Spotlight! 🎉
*takes a deep breath* 2, 4, 6, 8, who do we appreciate? It’s @Carson Penticuff, Community Champion and our April Member Spotlight! Read on to find out why he’s an all-around star and advocate for continuous learning, both on Community and off. Carson lives in the US state of Kentucky, and works as a Project Management…
Example Prior Project Template for Industry or specific solution needs
Hi, New to the smartsheets community, I am curious to know where to look for sample of prior smartsheet plans for specific project plan solutions like changes to how to handle IT infrastructure and data infrastructure tasks list all the tasks for all sub-areas. Looking to import samples into my enironment

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