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Best way to Archive Projects
I was wondering if there is a feature for Archiving? And if so can we archive and them bring them back to the workspace at any time? Thank you!
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Bank Statement Checklist and weekly notification of missing statements
Good morning, I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements. For example, as of today, we should theoretically all bank statements from October 2018 and prior. I would like a monthly email sent out notifying me or somebody of all missing bank statements. I am…
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Meeting management template set- access for different people
Dear all, I'm planning to install the Meeting Management template set. I read https://www.smartsheet.com/sites/default/files/Meeting Management Getting Started Guide.pdf My Question is: When I have upset the template and e.g. I want to manage the Meetings of 3 different Groups (R&D, Production, Sales). How can I manage,…
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Viewing a Report via a link without the need to be logged into SmartSheet
I have a register which generated various reports by location. I want all staff to be able to just view it without the need to have to register and log in. How would I achieve this? The reports are generated and ready to go. Will I have to do the tedious process of exporting them to pdf then placing them on the intranet as…
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Need help getting multiple sheets pulled into a single report in the correct order
I have three "what if" schedules that I'm trying to pull into a single report. They are simply named Scenario 1, Scenario 2, and Scenario 3. No matter what order I select them, the resulting report has #3 in first position, #1 in second, and #2 in last. I did a bulky workaround by adding a Helper Column in each sheet…
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Calendar View Issues
Hello! I am using a calendar template and when I select a start date and end date ONLY the start date shows on the calendar. Why is this? How do I fix this? Example attached. I am on PTO from December 19th-December 26th so naturally I select the start date as December 19th and the end date as December 26th, however when I…
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Dynamic Dashboards
Hello, I wanted to create a dashboard which displays data only for the <current user> who is logged in, and NOT for everyone in the team. Has anyone done something like this before or has any pointers on how this can be achieved? Thanks !
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Horizontal Axis Maximum Range
Does anyone know how to alter the horizontal axis range? I have a chart that is displaying percentages but the horizontal axis maximum percent is set to 120% so pieces of the project are looking as though they are not complete. I tried stretching the chart out and making it smaller, nothing works. In excel you usually have…
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Automatic email after completing form
Hi, this is my first inquiry so I may be wrong about this. As far as i can tell, there's no way to send an automatic email to a user that fills a form unless they click the "get my responses" box. Is there a feature that I'm missing? This seems fairly basic for any contact form online.
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Help with Card View/Publishing
Hello, I have tasks listed out for my team and want to place the card view of these tasks on our team portal. Is there a way to do this? I only want the card view to show. Also, can this be interactive? For example, if a team member saw a task of theirs on the portal that should actually be listed for a different team…
