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Best template for tracking accounting close check list
Hello everyone, I am new to the community but came from a company that used SmartSheet extensively so here is my first question: I need to help my accountant track the various things she has on a long checklist each month. Would like to see dashboard of progress each month and then also be able to reset the checklist in…
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Linking Sheets - Master sheet with multiple related sheets
Hi! I am looking to create a master sheet that contains personnel data elements used by multiple teams with different needs. The master sheet should allow data entry of new attendees while also pulling new entries from a related travel sheet. Example: Master Sheet Admin is aware of a new registrant and manually adds to the…
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Sheet summary report to row report
Any one have any suggestion on converting sheet summary report to row report?
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Report not showing latest updates from source data
Hi gang, This one has got me stumped, so thanks in advance to all the experts here. Here is my scenario: My source sheet is our roadmap, which contains the typical fields along with Project State (Not started, in progress, completed) as well as target dates, etc. When an initiative's state changes to 'in progress' the row…
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prepopulating a form
Hi Smarsheet Community, We need your help PLEASE! We have a master sheet and created a form to send to each line within the master sheet, asking them to answer additional questions. Is it possible to show some of the data in certain columns as a summary or reference for the individual updating the additional information?
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What licensing is required for collaborators, commenters etc please?
Hi, I have searched but can't find a definitive answer. If I create a project plan in Smartsheet and want people to comment, update or collaborate in general, which of those need a paid license please? To clarify, in this scenario the creator of the plan would have a business license. Many thanks.
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Splitting values from multi select dropdown into multiple rows
Hi, I have a multi select drop down that I am using in my form. There are other text areas in the form as well. Is there a way I can create as many rows as items selected from the drop down while keeping the other text areas common? For e.g If I select 3 values in the drop down, it should result in 3 rows, with one drop…
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Set a Default Sort Order for a Sheet?
How can I do this? I need to arrange a specific view for my datasheet (such as Date Entered - Ascending, for example) and save it as the default view so the sheet always appears that way whenever I or any administrator opens it. This has nothing to do with reports, please don't say I want a report. I want to customize the…
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Timeline - can I add a marker to a task to identify a unique criteria?
I have level 2 tasks showing nicely in Timeline but I want to show that some of the tasks have something unique about them. I.e. there are 10 tasks in green because they're on track and each shows the label of the task. I'd like to show that 2 of the 10 tasks are for an escalated customer. Any suggestions?
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Chart link breaks overnight
I display a chart in my chart that I have to re-link every day because, at some point, it becomes an error message. See below. Any help?
