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Smartsheet Basics

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

Licensed User is Owner but Users Can't Edit Sheets
We transferred ownership of sheets from a user that left the company to a different licensed user. The user has a full SmartSheets license and shows as the owner of the sheets. However, neither she nor anyone else can make edits to the sheets. I've opened a case with SmartSheet but have not had any response for a week now.…
Dashboard for Existing Project Portfolio Reports
Hello, We have approximately 300 projects built out at the project level with a summary report. We did not implement an intake sheet as this portfolio predates use of Smartsheets. I am trying to build a portfolio dashboard that does not require use of the intake sheet that some of the portfolio templates require. I've…
in PMO Portfolio Metrics sheet, what is the difference Project schedule health active & all time
How do I automate notifications for repeated values within a column?
Hello - I need to track ticket quantity and would like to setup some kind of notification when certain numbers are repeated more than three times in the employee number column. I've been searching for answers, but have not been able to yet identify a solution that works. Is there some way I can create an alert if say…
Is there a way to lock a singular cell in a row with automation?
Hello, My team uses Smartsheet to track requests to our team via a form. I was wondering if there was a way to use a workflow that, after a certain amount of time, it would lock a field on that row so that it can't be edited again? Is this something that's possible, or wait for a later update that includes this?
Columns clogging downstream sheets
Does anyone know of a way to limit columns moving from one sheet to the next sheet when leveraging Move Rows automation? I'm finding downstream sheets are getting clogged with unused columns and numerous blank cells. This creates confusion when training new employees, but also creates additional workload for managers who…
Gantt View on Dashboard not starting at today's date
Hello! I have a report that summarizes deliverables from several sheets, with the information displayed in a Gantt view. On the Gantt Timescale Settings, the checkbox to open the view to today's date is checked. I created a dashboard and have the report on it with the Report Widget. When I load the dashboard, it properly…
Why Account Managers Are Not Showing Up in the Portfolio Dashboard
Hello, We set up a Portfolio Dashboard to show at a glance information for all project information. One module we are showing is "By Account Manager", which is how many projects are assigned to each account manager. However, the dashboard is only showing some and not all. I thought it was because some are "Contacts" and…
Enable Workflow Automation Repetitions
Hello Smartsheet community. I have created a workflow automation that will email a custom message to the contact(s) in a specified cell. This workflow must initially trigger when: There is a change in a cell, in this case "Lifecycle Status" When two days have elapsed since the cell change. If the notified user does not…
Why when importing an Excel sheet, the top row does not display to select column headers?
When I try to import a specific Excel sheet, the top row does not appear for me to select it for column headers. The row is a text only row and under the character limit. I even created another row at the top of the sheet with short descriptions and I do not see that either.

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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…
Percent showing up in thousands
Hello, why is my 32 showing 3,200% instead of 32%
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…

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