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Smartsheet Basics

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

Grid Data Entry - Next Column/Next Row after hitting Enter
I'm entering data into a sheet that has two columns. I would like to be able to enter data in the first column and then hit enter and then have it take me to 2nd column, enter data, hit enter and then have it go to 2nd Row, Column 1. Is Smartsheet capable of supporting this. I can easily do it in Excel by using a 2 Column…
Sheet sharing
I was wondering if there is any way to have different sharing scheme for different sheets in one workspace?
Filters no longer summarize counts
Before today's update to the new improved Smartsheet, when you used a filter it would give you the count of items it filtered on. Now it does not do this. You have to select all elements in a column to see how many there are. Why did this change? Is there another way to find the total number of filtered elements? This is…
Sheet customization
Hello, Smartsheet team: I would like to know if is it possible to customize each sheet with its own logo and colors? Or you can only set a theme in general? Thanks!
Calculating Total Duration from my project sheet
I am new to smartsheet and I am trying to SUM the number of days from the "Duration" Column. If I understand the Help files correctly, you can only use the SUM function in number fields? If I use only Days in my "Duration" column, is there a way to SUM up a total at the bottom of my sheet? Thanks in advance
Customizing Reminder message
I have a sheet where I log our employees training. I set up a calculated date column where I add 60 days to their training renewal date. I want to setup a reminder telling me that such employee need to renew his training within the next 60 days. How can I customize the reminder message so it's shows me this employee and…
Reminder for specific row
Hi, I use a rule to get reminded on the day a task ends. Before the last Smartsheet update, I always got an e-mail only showing only the ending Task / row. In the last days the e-mails included the whole Sheet and I always have to search for the specific ending row. Anyone got the same problem? Is this a bug or is it…
Need help brainstorming solution for tracking forecasts
Hi Community! I've gotten pretty far with developing a new tracking process for our marketing teams by scouring the questions and answers already posted here. However, I'm stuck on something that I haven't been able to figure out and am hoping you guys can help me brainstorm a way to solve it. I'm using smartsheet to track…
Approval workflow with consolidated multiple rows
I am looking for assistance with a workflow that gathers approvals using multiple rows as the source. The challenge is that I'd like the approver to only receive a single email with all their required approvals. The data looks like this: Supervisor Employee Item Approve/Reject Debbie Kathy Pancakes Debbie Kathy Eggs Debbie…
Adding tasks by e-mail?
I use some different to do list software (i.e., Tick Tick and Evernote) and you can add tasks to them by sending or copying an e-mail message. Can you do this with smartsheet?

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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…

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