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How to keep the sort order of grid view in card view
Hello, I have a need to sort two columns, both ascending (works in Grid View) but that sort order is not staying for every column when I switch to card view. The business goal is to sort by workstation, then by the priority of work order in the queue for the work station, so each station knows what to work on next (Work…
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Roll-up to a Master sheet
I am seeking a best practice for the following scenario… There are many sheets used to manage the work and workflow for several different work areas, each managed by different groups. The workflows are setup to automate notifications and stage for deliverables. I want to roll up only a few of the tagged deliverables to a…
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Dashboard
I have a metrics sheet that I send every Monday to leadership. However, I'm finding that I need to look at prior weekly metrics for comparison. Since my metrics sheet updates constantly, how would I capture that data without having to log it manually each week? I know this is a vague question. My formula knowledge is…
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Help with multi program dashboard
Hi hoping someone may be able to help. We report on participant progress for trainees and current staff who are undertaking either traineeships and/or career development courses. We currently have a dashboard for each individual course and traineeships however I want to be able to consolidate this into one dashboard. Is…
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Smartsheets and Barcodes
Hey all, I recently followed the guide Smartsheet has posted on their site: https://www.smartsheet.com/content/excel-barcodes but I've reached a point where I'm stuck. I downloaded the appropriate fonts and got the barcodes to show up on the excel file, but when I input into Smartsheet, the data in the barcode column comes…
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Milestones and Successors
This discussion was created from comments split from: Successor activities not updating after updates to predecessor.
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Requriements management in Smartsheet
Smartsheet has a lot of functionality that resembles Valispace, Vissure and DOORS. The only part that is really missing to use it as a basic requriements management tool is means of linking one cell ( or prefferably a full row) to more than one cell/row. E.g. if one has a requirement from which one would like to device two…
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Stakeholder Mapping
I am looking to use smartsheet to set up stakeholder mappings and communication plans, etc. I found there are a few templates for stakeholder map, stakeholder analysis, stakeholder management, etc. Has anyone used these? Any best practices to share? What did you use for your key column (we will have mulitple stakeholders…
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I am after a template that is able to show multiple programs
Hi, hoping someone may be able to assist. Our team have multiple programs and I have been using Smartsheet to create dashboards for each program. We now want to move to have one interface that shows all programs together. Is there a template that I can use to create this?? Within our organisation some teams use tableau and…
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Sheet Relationship Diagram
Is there a report I can create that will identify and map out all of the sheets that are linked to other sheets? We have hundreds of sheets, and quite a few workspaces. We regularly link one sheet to another so they all stay updated, but it can be hard to capture where everything is linked. For example, we have a resources…
