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Any experience with Aha! ?
Hi everyone! Our internal idea requests and other details live in Aha!. I'm beginning to look into exporting this data into specific Smartsheets. I am able to export from Aha! via Excel and then can utilize those files to import into Smartsheet. Does anyone have any experience with this or any tips for working between…
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Metric sheet that feeds dashboards
Hello, I am looking for best practices for setting up a metric sheet to feed a dashboard. I haven't found anything in help. I've set up sheets with my formulas to pull data from various sheets and then use that data for graphs, reports for dashboards. I've caused myself problems while sorting and wondered if there is…
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Exporting Sheet Content into a Formatted View
We have a Smartsheet that is being populated from a webform that is collecting scholarship submissions. We want to provide a summary page for each application that includes the questions and answers. So if the sheet has 10 rows (applicants), we want to generate 10 different summary sheets in a view that is easy to read.…
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Retrieveing the Data
Hi In my Smart sheet we are trying to create Timesheet Entry and approval from the Manager. Here I have facing the problem, when non admin will get login should not see all the rows. They should see whatever assigned to them. Specifically how many rows and column assigned to them. How to create this and how to give the…
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Enhancing Workflow Management on Consulting Projects
Hello! I need some help enhancing how we track our current projects in Smartsheet. I work for an engineering consulting firm. We have been using Smartsheet over the last 9 months to track tasks and manage workflow. The majority of our projects are labor-only. Due to the nature of our work with public agencies and…
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Zapier Help Please!
hi, I am trying to implement fillable forms by pdffiller. I have worked out how to create a new row in smartsheet if a form is filled out. I am also trying to get it to add the filled out form to the created row once submitted and potentially update values in columns, should they be different. Can i do this in the one zap,…
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Weekly Update Text Column
Hi Community— Need some advice. My team uses an Excel spreadsheet to track account updates. Weekly we add a column to the right and the team inputs a paragraph of text. So the existing Excel sheet is up to column "AH" since we are at calendar week W42. So next week ... "AI" and so on. The previous week's column is then…
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Create a Form with dynamic fields
Hi, There is a way where we can create a form and in this form we can duplicate a set of field as much as we need? Currently, I am calling a form and at the submission, I am redirecting to another form, and on submission, I am redirecting to the same report. Could we have this in 1 form only? Thank you.
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Managing multiple clients, tasks
I have multiple clients in my agency, each client as several projects. Without getting overwhelming number of sheets, what would be the best way to organize all the tasks I assign to my team. I also need complete visibility to ALL tasks with ALL clients in a single view. AND I need to be able to quickly (really fast), add…
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Roster
Good afternoon. I have been tasked with creating a roster within Smartsheet. Please see below a screenshot of the current roster we use in excel. I work for a construction company that have teams working on different construction projects. Some projects can last months, some only days. I have looked at the templates for…
