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Product Development Testing Template Set
I've reached out to our account manager and also sent a request via the web form, but have not heard back from anyone. What I've been looking for is the "Template Set" for the Product Testing solution (Test Plan, Test Log, Bug Tracking & Submission and Bug Report). I've reviewed it "Create New -> Browse Templates" but…
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Is there anyway to set a cell to be both inbound and outbound?
Is there any option to set a cell to be both inbound and outbound so that regardless of which sheet I update the cell, the two sheets will be updated? Thanks in advance.
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Updates to Master sheet automatically updates individual projects
our company has multiple projects that have the same tasks, durations, and dependencies, but have different start and due dates and different assigned staff. We are creating a master project template that can be used as the starting point for all projects, but we would like a way to make updates to the master project…
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Workflow Error
Hi All Please see the attached screenshot. Whenever i am creating a workflow and placing the [where Created Date is less than] parameter in the Condition, it is displaying the text "invalid date" in the date field that appears just underneath. Please help!
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Sorting sheets in a workspace
As of this morning, I have found that Smartsheet is defaulting my sort order to Name. I can change to Last Update on a specific workspace, but when I click into another workspace, it defaults back to sorting by Name. Previously, the sort would stay with the last setting. As I prefer to sort by Last Update to quickly see…
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Sorting Recently Opened File List
Is there a way to sort the recently opened file list, especially those "pinned to the top"?
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Importing a .csv file as a smartsheet via the API
Hi, When I import a .csv file via the API, some of the column types are thrown off. I have one column that is strictly text (should have the type TEXT_NUMBER), but smartsheets is assigning that column the column_type PICKLIST. How do I prevent this from happening during import? Having to always import, then find the…
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Rounding down based on week ending date?
Hello, I am trying to recreate this formula from Excel into my Smartsheet: =ROUNDDOWN((DATEDIF([@[Leave Date]],[@[Week Ending]], "d") / 7), 0) It is supposed to subtract 7 days from the Week Ending date. How can I make this work in Smartsheet?
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CUSTOMER ACCOUNT STATEMENTS & TRACKING
Hello folks, I would appreciate some assistance on the following. We run a 'Savings Club' for circa 50 customers. We use excel to track saving credits, purchase debits and running totals using a tab for each customer and a summary sheet to give an overview. See attached snip of a sample statement. I would like to use…
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Any way to display task names on a Resource View
I want to be able to see a view of all my staff with their associated tasks across all projects. Currently the Resource View does this except it does not label the tasks, it simple shows allocation percentage. Is there any way to get those items that simply list as percentages to show the actual task name? Or is there any…