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Smartsheet Basics

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

Trying to figure out the right keyword relating to Templates
I have a smartsheet where I'm trying to codify standardized steps. That is to say, I am simply writing down the steps that are involved in a particular task as I encounter them, and I'd like to be able to reuse them later. For example, all the subtasks that are involved in updated the NEXT ASSY/USED ON values on a drawing…
How to use a smartsheet to update the form dropdown values in another smartsheet?
I have a smartsheet that contains employee names and employee IDs. I would like to use the employee names stored in this sheet to update a form dropdown list of employee names on a separate smartsheet that tracks employee activity. I was going to use data shuttle, however there is not an upload data from a smartsheet…
Mobile number verification on smartsheet forms wont access Saudi Numbers
hi all, I have a form setup on smartsheet, where we require mobile numbers. Today there is an update on forms UI, apparently Saudi Mobile numbers are not accepted: Correct format should be: +966 50 111 11 11 Did anyone face such an issue? How can I resolve it? Many thanks in advance!
Smartsheet admin Center stuck in loading
Hi, I am the admin of out organizations Smartsheet Account. The Admin Center is stuck at just loading. Please assist.
Column / Bar graphs with series name as categories in horizontal / vertical axis
Dear Community, I'm trying to create a bar chart to show when a team is planned to perform depending on the week of the year, in a time frame of 12-weeks. The week's time frame is dynamic, and is updated by formulas depending on the current week's value. My data is set up as in the next image, where cells having a '1'…
How do to get my old files
If I renew my subscrition would I be able to obtain my old files?
Automated Notification Sent on Date But Didn't Meet Condition
I have an approval request that starts with a Program Manager. When the approval request begins (i.e., the Approval Status (Program Manager) column changes to "In Process"), the date is recorded in a column ("Date Approval Started"). In another column ("H-Reminder (PM)"), the date of two working days later (6/20/25 if…
Add new column to multiple sheets
This discussion was created from comments split from: Adding a new Column to multiple workbooks.
Looking for Tips on Building Smartsheet Buy-In
Hi everyone, Our department is still relatively new to Smartsheet, and overall, the rollout has gone well — most team members have been enthusiastic and quick to get on board. We’ve also had a few internal champions who’ve helped drive early adoption, which has been a big help. That said, we’re seeing a bit of hesitation…
Place to download Smartsheet friendly icons/picture
Does Smartsheet have a library of icons (arrows, dividers, etc.) that can be used on dashboards? I have been creating pictures in powerpoint and saving them, then uploading. Would be easier if there was a set group of Smartsheet icons that I could pull from.

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Log Support calls
I am trying to log a support call from South Africa. There was an option to log in which does not exist now. Where and how should we log support calls?
Viewing Access After 30-Day Trial
My leadership would like to access one of my dashboards but I have no intention of adding them as licensed users but they need a login to open in it on their phone. I tried having one open the link in safari and it still makes them create an account. My only concern is that after the 30-days their account won't let them…
Colors will not move over from Grid view to Calendar view.
I have two conditional formats set up. They change the color of rows if a value is met. The formatting works in grid view, but only one color will move over to the calendar.

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