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Smartsheet Basics

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

Owner to Admin
Can anyone tell me how to change myself from the owner of a report to the Admin?
Lock Columns
Each member of my team have their own report, they all have the same columns as part of their report however, each person is in charge to update the information of only certain columns. For example, if I have 4 columns name A, B, C and D and 4 reports each of them for 4 different people that are able to see the 4 columns.…
Stacked Chart
Hi All! I am trying to move a document from excel into SmartSheet and I was wondering if anyone knew if I could recreate this data into a dashboard chart? It is not currently set up as a chart in excel, it is a tedious exercise of lengthening and creating new shapes to designate the progress. I have tried a couple…
Dashboard - Source Reports
I'm new to Smartsheet. I'm trying to source a report to my Dashboard but it is only allowing me to select reports where I'm the Admin, but I'm the Owner. How can I go about adding reports that I'm the Owner of?
Counting dates within a time frame
Hello Community, Does anyone know of a formula that could allow me to count the dates in a column that are older than 4 days?
Jira Connector with Story Points
We have been successful, through trial and error, getting Jira connected to Smartsheets in a bi-directional fashion. One key piece of functionality that would be helpful is utilizing the story points from our Jira system. I noticed in the workflow builder we don't see that as an option to migrate our Jira Story points into…
Task bar colors in report calendar view
The taskbars in my report calendar view aren't reflecting the taskbar colors in the underlying sheets, making it hard to tell which sheet the task is from. Anyone got any insight? Thx.
Reaching for Specific Information Return
I am trying to use a set of sheets for material tracking from various suppliers without actually having to have my employees use several sheets to do it. I am wondering if there is a way/formula to look through a specific column for a supplier name, and in whichever row it finds said supplier it then outputs that entire…
Formula to search column on different sheet
I want to create a formula in a checkbox column. I want the formula to go like this: I have 2 smartsheets. 1 is a sign-in sheet which will have a column for employee number. The 2nd smartsheet will be a smartsheet to search through the first smartsheet and check off any employee who's number appears on that sheet. For…
How to set up different projects + intake with same resources
Hi there! I am hoping that Smartsheet will prove to be the solution I am looking for, but I need a bit of help to get set up correctly. I currently manage a Design team in a tech org, and I resource two types projects with my group: - Long ongoing projects (these typically have one to two people assigned to them for 3…

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Remove workspace shared users from 1 sheet
We are working on setting up our Career Reviews in Smartsheets. We have a group of all staff that has access to all sheets in our workspace. I want to remove them access from just the Career Review Sheets. When I do that it says it will remove them from access to the entire workspace, which is not what we want. The only…
Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…

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