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Smartsheet Basics

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

Can I create and share a special purpose calendar?
Not wanting to integrate with my calendar, rather create a calendar sheet and share that with other users for collaboration. I imagine a monthly calendar lay-out in which the users can insert activities due on that day. No need for specific hours, alerts, pop-ups or generating invites - really very simple! However can´t…
Agile - Reporting "dead" tasks
Hello, I am new to Smartsheet and agile and am looking for best practices. If you plan a task for the sprint and it suddenly is stopped or placed on hold, what is the proper way to record this? Should you simply delete the task from that week's sprint? Perhaps add a status called "Dead/On Hold"? When it's outside of your…
Is there a way to send an attachment using Alerts & Actions?
I would like to have a Business Case sent automatically (as an attachment) when specific conditions are met after a web form is submitted. Is this possible? Thank you
Cell Linking
I have watched many videos but cannot seem to master the cell linking between sheets. I've tried multiple ways but never receive the results I'm looking for. I have a project on a sheet Named Eblasts and it has subcategories of Months of Year and then Tasks subcategorized under that. I would like to link the whole Eblast…
Row showing sprints at the top of the Gantt View
Hi Does anyone know if there's a way to add a row directly underneath the date row showing sprints? So one row that shows x weeks for sprint 1, sprint 2 etc, directly under the dates where they sit? This way when you look down the Gantt Chart you can see what sits in each sprint by looking at columns instead of rows. I…
Resource Allocation in Manufacturing
Hello, I am curious if anyone has tried to use Resource Allocation for capacity planning in manufacturing. Our projects are long term releases against blanket orders and I would like to use the Project Sheet to view where Production/Manufacturing resources are over-allocated and prove the need for additional staffing or…
Video Demonstration of Smartsheet Barcode?
Video Demonstration of Smartsheet Barcode?
Auto populate risk columns
Hi All, I am trying to change the today condition in this formula to today - 2 in order to become red few days before but it's not working. Does someone know how I could do it? =IF(AND(Finish78 < TODAY(), [% Complete]78 < 1), "Red", IF([% Complete]78 = 0, "Blue", IF([% Complete]78 < 1, "Yellow", IF([% Complete]78 = 1,…
Creating more than One Link in from a sheet to another sheet
I am trying to get a sheet to link into another however we want to be able to use the sheet over and over again and have it where it will link in new rows. Is there a way to do this? Please Help Thanks
Trying to get conditional lock.
So I am trying to get different sheets to communicate. I need it to where when a specific box is checked then it unlocks a whole row in another connecting sheet. Is that possible?

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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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