Product questions?
Ask it here! The community's got your back.

Smartsheet Basics

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

Unable to reach customer service or dedicated sales rep
Several members of my organization have reached out to our account managers many times since we purchased a package. Neither one has responded to emails nor voice messages. If these 2 individuals are no longer with the company, please provide new contact. It is imperative that someone respond back to us this week. Thanks!…
holiday period
Hello, I'm trying to add holiday (complete shut down for 2 weeks) period to my project sheet. I've done it in project settings ect. but it is not showing on my sheet. The project should be that much longer and I was expecting to have a separate bar to appear showing holiday period cutting all tasks started and putting them…
Setting up Alerts
We are running a number of different projects on a sheet that have a: 1) - Delivery Deadline (which is specified by the client), 2) - Delivery Date (which is set by dependencies on our Production Schedule) When Production is running late, the Delivery Date can end up later than the deadline. How can we set up an alert to…
Adding New Items During Update Request
I have a report page where I've been testing the "Update Request" feature through a custom form. It works well for updating existing information, but is there a way to also add new line items with that request? For example: If I am sending an "Update Request" for a user to review a list of existing fruits and vegetables…
Import and Export Conditional Formatting Rules
The possibility of being able to clone rules across sheets has been mentioned before in a couple of posts, but I want to raise the issue again because of an incident that occurred last Friday. A key Smartsheet with over 100 conditional formatting rules (123 I believe, according to the Activity log) lost them all. Hopefully…
How can I include an attachment shared to the sheet in requests for approval?
I am using a sheet to manage a client contract approval process. I am imagining attaching the draft contract to the sheet itself or to a single row towards the top of the sheet. I have several approvers listed below in separate rows and need to send out requests for approval with the draft contract attached. Is there any…
Overallocated resource not showing red symbol in project
Hi, an overallocated resource is not showing the red symbol, though it shows as overallocated in the resource views. It does work for other resources. What can cause this issue?
How to make a chart that calculates total sales by payment meothd?
Hello! I have a sales sheet indicating many information among of which is the total of each sale and the payment method (either cash or cheque). I made a report to group only sales from this month, with both payment methods, I wanted to add a widget to the dashboard from this report that will show total sales by cash and…
Block out dates in a form
Is it possible to block out certain dates with a date field in a form? For example, when the calendar comes up for March 2019, I don't want March 15 as an option. Is this possible?
% complete and Predecessors
Hello, I'm stumped on how to calculate master percentage complete of a project where there are sub-tasks and predecessors present. In the attached file, the goal is to have the Collect Deliverables percentage complete update as the subtasks below it have their percentage complete updated. In the snap shot, example shows…

Popular Tags

Trending in Smartsheet Basics

Dashboard Metric Widget Not Updating with Current Backend Sheet Value
Hi all, This is from a sheet that uses a formula to count down / display the number of days til end of Quarter. What is happening: Displays 37 when the backend sheet actually says 34. The dashboard does not update until I click to open the backend sheet then the connection seems to go through to update the…
Autopopulate an email address with each new row
Hello, Community! I am trying to set up an automation that adds a specific email address to a field with the creation of each new row. It should be very straightforward but does not seem to work consistently. Trigger - when a row is added Condition - if a specific contact info field is blank {{Notify XYZ}} Action - assign…
Filtering out Status based on two criteria - Not working!
Hi, I'm at a loss and could use some guidance please! I'm running a report from my project plan to see Customer Tasks Statues by Phase if status is not "Complete" or "Not Required". The Complete status don't show but the "Not Required" do. I have tried all the options (Is not blank, Is not equal to, does not contain, is…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Smartsheet Basics

Discussion List

Categories

Popular Tags