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Smartsheet Basics

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

Indefinite Lag Times?
Hi, I am trying to set up some predecessor relationships between tasks that don't have a definite lag time associated with it. I just need the relationship to require Task A to wrap up before Task B. Task B doesn't need to start immediately after Task A is done, but it CAN NOT start before. For example, I am doing a…
Status Bubble Not Changing Based on % Complete Formula
Hello, I am currently trying to find a way for the Status bubbles to automatically color based on the % Complete column. Reviewing other posts I found and have tried the formula below, but it only works correctly for Red and Grey. When the percentage is above 51 or at 100 the color remains red. =IF([% Complete]2 = 0,…
Splitting user stories to new iteration/sprint
For sprint tracking and planning, I'm wondering what others are doing when they need to split a story that isn't finished in the last iteration/sprint. For example, I want to be able to track that the story was worked on previously in sprint 3, was put on hold for 3 months and now is being worked on again in sprint 6.…
Removing someone from alerts
Is there a way to remove a past employee from all reminders? I am trying to avoid having to go through each item/reminder. Thank you!
Export Dashboards
Hi All, I really need to export my reports and dashboards and the PDF option is too limited. After exporting to PDF and then using a program to convert to PowerPoint or Word, the quality is not the same. We as a company would strongly recommend the option to export reports and dashboards (Word, PowerPoint, etc.) directly…
Linking Reports in different sheets
hi guys background: I work for an investment management company. Internally we have about 6 different reports that are interlinked in this manner Report 1: the starting point is an events or presentation calender Report 2: the actual presentation report, where feedback is gathered from presentations that come from the…
Watchlist Alert
Hi there, So I am trying to the set up an Automation workflow for the following scenario: If the task status is still in progress or not started, then the system will send a select user a notification 30 days after the set END DATE. This is what I set up in the workflow, but I don't believe this is correct.
Error Adding New User
We are getting an error message when trying to add a licensed user. Says that email is already associated with another account. She is a new agency employee with a new email. She has never used Smartsheets before. We checked with our IT department and they did not add her. Any thoughts?
Issue in sending update request
Dear Sir, My company has a Business account with Smartsheet with 3 licensed users. The other employees of the company also working with a smartsheet account as a free user. Earlier they are able to send update request from their smartsheet and get updates from other users of smartsheet. But now after updation of software…
Alert notification are not sent anymore
From beginning of the week all alerts form my smart sheet are not sent anymore. I have not change any workflow settings. last week everything was ok. I have the same problem on my all smart sheets. Please help. Attached workflow

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Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…
Inform team on general sheet
Hi, Is there a way, now on a row but sheet level to inform the team whom the sheet has been shared with about modifications done to said sheet. E.g.; I have added locations to a locations column and would like to inform all sheet collaborators on it. Additionally I would like to ask some if moving forward to make a form on…

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