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SmartStories
A video series celebrating the vibrant voices of the Community.

ENGAGED 2025 - Creatives and Marketing
Hey there, This will be my second year attending Engaged, and I really appreciated the insights I gained last time. However, as someone in the creative field, I noticed a significant gap in programming tailored to creatives and marketing teams. Last year, the booths, mixers, and breakout sessions were light on content for…
Internal Auditing - ISO9001
Hi! Reaching out to fellow Quality Assurance representatives / managers using smartsheet. I've been building a system to do drawing registers, NCRS, ECRS, complaints etc which is working well! Next on the build plan is to come up with an internal audit system that works for smartsheet. The system I inherited is MS word…
Has Anyone Found Success Using Both Smartsheet and Microsoft Power Platform?
Hi everyone 👋 I work for a mid-sized company (~5,000–6,000 employees) that’s heavily invested in Microsoft technologies — we use Power Apps, Power Automate, Power BI, and more. At the same time, Smartsheet is widely used across our teams, especially for project tracking and collaboration. Right now, we’re in the middle of…
September Question of the Month - Join the conversation and receive a badge
And just like that, September is here! We had some delightful responses to last month’s question, did you see them? You are all making this such a great space that the most popular answers included — the people, the supportive spirit, and the cool wisdom nuggets you learn from your peers. Couldn’t be happier with those…
User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.)
User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.) In the new User Subscription Model, what options exist if we need a user to ALWAYS ONLY be a VIEWER ONLY? Meaning no action can make them become an Editor/Provisional Member. This new User Subscription Model leaves the department that pays the…
Transferring files from Terminated "Provisional Members"
How do you transfer Smartsheet files belonging to Terminated "Provisional Members"? There are not the same options as for PAID Member users.
please remove my account
Dear Smartsheet Support Team, Some time ago I received a Smartsheet account with my old email address (I am currently logged on with that account) Now if I try to access our Procurement Smartsheet I get this error message: My procurement Team thinks it has to do with my old account (the one I currently use here) Is there a…
Introduction
Hi everyone! I’m Shannon from Texas, and I work in higher education. I use Smartsheet to manage dashboards, track processes, and organize reports that support academic operations each term. I’m always looking for new ways to automate workflows and make data more dynamic, so I’m excited to learn from others here. Outside of…
I have earned the Smartsheet Automagician Badge but I am not able to claim it
Hi, I got an email letting me know that I've been recognized as Automagician, but the link to the badge is not working, and I don't have this badge in my profile here. Can you please advise how to get it? Thanks!
I have earned the Smartsheet Automagician Badge but I am not able to claim it
I have earned the Smartsheet Automagician Badge but I am not able to claim it.

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…
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…
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.…
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…
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:…
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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Brandfolder Collaborator User Guide
Get ready to seamlessly upload and organize content within your Brandfolder! This on-demand session is designed to help you become a confident contributor and collaborator, ensuring your team has the right assets at the right time. What You’ll Learn: Maximize Features in the Asset Modal: Learn to navigate the asset modal,…
Brandfolder Admin User Training
Managing digital assets doesn’t have to be complicated. Join us for this two-part, on-demand webinar series designed to give Brandfolder administrators the confidence and skills to create smooth, efficient workflows. Whether you’re just getting started or ready to optimize your setup, these sessions will help you unlock…
Smartsheet Customer Success Onboarding (Japan)
Smartsheet カスタマーサクセスオンボーディングは、Smartsheet についての基本を学びたい方向けに毎週開催しているインストラクター主導のトレーニングコースです。ウェビナーは、始めるための基本、共同作業、およびさまざまな方法での作業の視覚化の基本など、Smartsheet のご利用を開始するために必要なすべてを網羅しています。
Smartsheet In Person User Group | Raleigh
Connect with fellow Smartsheet mobilizers and advocates! Join us at our in person user group in Raleigh, NC on Jan. 15. This is a great opportunity to discover how other local users are optimizing their use of Smartsheet. *Get inspired: We'll learn from local users, who will share success stories on how they use Smartsheet…

Trending in Show & Tell

Helping people realize Smartsheet value 📈
Hi Community, At this year’s ENGAGE conference, many of you participated in an activity at our ‘Idea Labs’ aimed at understanding what keeps people in your organization from adopting Smartsheet. The major takeaway? Executives and team members are reluctant to embrace a new tool without first knowing what's in it for them.…
January Question of the Month - Join the conversation and receive a badge
Happy 2026, Community. I am so happy to welcome a brand-new year with all of you. I hope you’ve had a wonderful holiday season and are feeling inspired to make 2026 one for the books! We closed 2025 with your creative holiday ideas, and honestly, I wish I could add them all to the calendar. Based on your responses, I think…
Meet Sherry Fox, our December Member Spotlight! 🎉
Have yourself a merry little Member Spotlight this month with none other than @Sherry Fox! If you’re just meeting Sherry for the first time, she’s a Business Process Analyst, Community Champion, and Floridian in the US. That just scratches the surface - read on to learn more. When Sherry was given an Admin license for…

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