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Smartsheet Basics

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

Template for stakeholder analysis
Hi, I can see the download for this resource but is there a template in Smartsheet that I can use as a basis ? Free Stakeholder Analysis & Matrix Templates: All Formats Thanks !
Issue with unable to save a project template in the same folder
Hello Community, I am having a challenge in saving a project template in the same folder, when I am trying it to save as new it gets saved in the sheets and not in the same folder, even when I am trying to set the location it doesn't show options and also doesn't give any list when trying to browse, can any one help me.
How to find a missing contact
I have a multi-contact column where I assign users to a task [Assigned To]. I have another column where one of the assigned users selects their contact once they have completed their portion of the task [Completed By]. I want an automation that sends a reminder/Update request to Assigned Users that have not Completed their…
Sheet summary report column issue
This discussion was created from comments split from: Combining columns with the same name from two sheets into a report.
Login Issue
Smartsheets (web browser) is not allowing user to sign in with password or code sent to email also unable to reset password from login page.. I checked admin side and everything looks good tried to send a reset and that didnt work email address is correct but emails are not arriving in users inbox
How to Create a Scalable SharePoint–Smartsheet Document Integration Workflow?
Hello! There's a team in my org that uses SharePoint as their document repository, and nearly all of their Smartsheet row attachments are duplicates of files stored in SharePoint. While they can attach SharePoint URLs, it’s manual and not scalable for hundreds of sheets. They are looking for functionality where: Users can…
How to best track Outstanding Update Requests
We are a construction company and I am trying to build automations and a dashboard for tracking "Outstanding Update Requests" - Each of our Line-Item tasks require us to acquire information from 3rd parties. This information takes standard forms (Start Date, End Date, Comments, Attachments, etc), but the specific fields…
Create a chart using columns that are not in order
Can a chart be created using columns on a metric sheet that are not side by side? ie: using columns 1, 3, 4 When I do it including column 2 and then uncheck it, the formatting for the labels goes awry. If I move column 2 over to have it not included, it messes up another chart. Any help will be appreciated. Sue
Why does my assigned to cell default to brown when form is filled out
My Assigned to cell defaults to brown when the form user fills out a form, i do not have any conditional formatting or automation to reflect this, this just started happening recently
Merge & Center
Hello, The "merge & center" is a formatting option I am quite fond of inside excel and curious if I can replicate this in SmartSheet. I would welcome any feedback. Sincerely, Scott

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Automation Workflows - Please try again - Something went wrong
All of the automation workflows on all our sheets are "missing". This is what we see when we click "manage automation workflows" We're also unable to create new workflow. Smartsheet Gov Status shows no issues with workflows. Is anyone else experiencing this issue?
Capturing Cost Savings by the month
Have any of you created a Smartsheet that would show the savings for a project by the month? In other words, if I saved $1200 annually and the project ended in say March, then the savings would go $120 per month, Mar 2025-Feb 2026. I have done it on Excel sheets manually, but I think there should be a way to do it with…
Writing Formulas in Smartsheet - Self Paced - Optional Activity
Hello, I'm working through the writing formulas optional activity and in the 'Nested IF function - Progress Column' task it directs you to put in the following formula '=IF([% Complete]@row = 0, “Empty”)'. However, when I put this formula into the spreadsheet, '04a_Marketing Request Tracker - Formulas', I get an…

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