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Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

How to combine multiple project plans into one, but keep separate editing access?
I am running a program that contains 17 different workstreams, and each workstream has a separate PM that is running their own individual plan. We want a view where you can see all of the workstreams together in a 'program' plan. We consolidated all plans into one but this has created a large number of issues as we have 20…
Form Builder recently removed the actual column name in the right sidebar
The form builder recently removed the actual name of the column. You would need to edit Field Type to see that data. Is there a setting that can be turned back on? Some of my forms are incredibly long and labels (now titles) have the same name due to the nature of the build. Being able to see 1.1 Primary Contact Name and…
Can Smartsheet be utilize for scheduling?
We are hoping to utilize Smartsheet as a bit of a booking software, where a user can choose a time to be booked in for. In theory then this time would then not be available for others. As well as setting a limit on when the time is allowed?
Structure for a worksheet with many columns
Hello, I am fairly new to Smartsheet. I am trying to create a worksheet for projects (1 row per project). My pain point is that I have too many columns for each project (info, timelines, vendors, contacts). My initial thought is to create separate sheets for each of the categories (master list, info, milestones, vendors,…
Report Doesn't Have the Option for Grouping, Sorting or Filtering
I have a report that is referencing a control center program. Other users that are setup as leads on the program and have the same admin permissions I do are able to edit the Group, Filter, Summarize and Sort settings of this report, but I can not. When I click the Columns button it just says "Loading" and even if I leave…
User Rights
I am the only licensed user in my Smartsheet Pro account and the owner of my workspaces. However, all newly created sheets show me only as Admin, not Owner. This prevents me from performing actions like moving or copying rows between sheets. It seems like my account is not recognized as the actual owner in the backend.…
Web Content Widget displaying dashboards scrolled to the bottom by default
Hi Community, I am using the Web Content Widget to display multiple Smartsheet dashboards on a centralized "master" screen. I’m struggling with a display issue: when the main dashboard loads, all of the embedded web content widgets automatically scroll to the very bottom of their respective views. This forces users to…
Can I link a template on a dashboard widget?
I work in the Transformation Office and one way I use dashboards is for governance. I call it the Transformation Office portal, and it's a place for anyone in the company to find the templates they need to submit a project idea. The issue I have is that the widgets on that portal (dashboard) open up other items, like other…
Workflow condition
Hi All, We have a workflow that requires approval from HOD followed by approval from CRO. In the normal situation the HOD is different from the CRO and each individual receives the approval notification email. However, in some cases the HOD is the same as the CRO. So he is getting 2 email notifications for approval. We…
Column taking up half of the view in a section of the Dashboard.
Can you help me figure out why the % Complete column is taking up half of the view in the ‘At Risk Tasks’ section of the Dashboard? Are there any articles that explain how to modify this?

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Workflow condition
Hi All, We have a workflow that requires approval from HOD followed by approval from CRO. In the normal situation the HOD is different from the CRO and each individual receives the approval notification email. However, in some cases the HOD is the same as the CRO. So he is getting 2 email notifications for approval. We…
Tips & tricks for setting up workspaces
My team would like standardization on how we set up project workspace. In the root of a workspace, I expect we'd have a standard set of sheets for Schedule, RACI, RAID logs, Issues, etc. For folders within the workspace, we might have some kind of sysadmin folder for sheets where we could collect / aggregate metrics from…
Archiving Workspaces
Have I overlooked any Smartsheet options to archive workspaces? We have a number of old workspaces that we need to retain access to, but they tend to clog the full Workspace list. I use underscores and "-DNU…" for "Do Not Use" workspaces, and the normal ones have regular names without special characters. What would be…

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