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Smartsheet Basics

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

Counting dates within a time frame
Hello Community, Does anyone know of a formula that could allow me to count the dates in a column that are older than 4 days?
Jira Connector with Story Points
We have been successful, through trial and error, getting Jira connected to Smartsheets in a bi-directional fashion. One key piece of functionality that would be helpful is utilizing the story points from our Jira system. I noticed in the workflow builder we don't see that as an option to migrate our Jira Story points into…
Task bar colors in report calendar view
The taskbars in my report calendar view aren't reflecting the taskbar colors in the underlying sheets, making it hard to tell which sheet the task is from. Anyone got any insight? Thx.
Reaching for Specific Information Return
I am trying to use a set of sheets for material tracking from various suppliers without actually having to have my employees use several sheets to do it. I am wondering if there is a way/formula to look through a specific column for a supplier name, and in whichever row it finds said supplier it then outputs that entire…
Formula to search column on different sheet
I want to create a formula in a checkbox column. I want the formula to go like this: I have 2 smartsheets. 1 is a sign-in sheet which will have a column for employee number. The 2nd smartsheet will be a smartsheet to search through the first smartsheet and check off any employee who's number appears on that sheet. For…
How to set up different projects + intake with same resources
Hi there! I am hoping that Smartsheet will prove to be the solution I am looking for, but I need a bit of help to get set up correctly. I currently manage a Design team in a tech org, and I resource two types projects with my group: - Long ongoing projects (these typically have one to two people assigned to them for 3…
Milestone
Hi, Why a milestone doesn't appear on my Gantt chart as a diamond shape? knowing that I Enabled Dependencies and the duration of the task is 0.
Import Excel Workbook
Good morning, Is there a way to import a whole excel workbook and not just 1 tab?
Preserving drop down list on import
Is it possible to preserve the dropdown choices when importing an excel document?
PDF Exports
Hi Everyone, Is there a way to export a row to PDF but select the columns that you want to include? At present, I'm printing the row and saving to PDF; however, I can only select to either include or not include comments and hidden columns. Clicking File and export to PDF does not give me the option to select columns and…

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Is there a way to have a form update existing information?
We are conducting an audit of our I-9s. In order to do so, we have pulled an active list of all of our employees (EEs). These EE names are already on the sheet. In order to effectively complete the audit, there are specific things we need to check for based on the expiration date of the I-9 document that we have on file.…
Pulling info from Reference Sheet based on Date
Hello, I am trying to pull the information I need based on a date on the referenced sheet. Without this criteria the formula works great. this one criteria is not working. I created a helper column on each sheet. on the reference sheet is a formula to calculate the month number for that row, and then on main sheet is a…
Need help with Data/Chart Widget
I am working on a dashboard with various data points and had zero issues until I started the most recent widget. I am pulling from a simple report that has a list of staff members and their assigned work spaces. I keep getting an error that says the data cannot be charted… What is the limitation here? I made 4 other…

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