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Smartsheet Basics

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

Calculating a staged reduction in severity
I have one column that shows what a risk is ranked as (a score from 1 to 49 with 49 being the most risky). I am trying to put in another column that lets a ranking for the effectiveness of the mitigation planning (score of 1-5) and then have that drive an auto-calculation of the final score of the Risk. Unfortunately I am…
Notes on a Calendar View
I am using a calendar view to show what projects are currently assigned to various resources. I would like to be able to show what was actually worked that week for all resources on the calendar itself. Is there a way to show a note visible in the calendar without adding additional levels of sub tasks and dates to track?…
Dateformat changes in external linked sheets
I've created a table to manage our school-year. Out of this table several calendars should be created. As there is no possibility to create more than one calendar out of one tablesheet I worked with markups and created external links to some other tablesheets so that there is one sheet for every group I have to manage.…
Request: Video Tutorial for Filters
Could Smartsheet add a brief how-to video on filtering to the help article? My team is asking for one and I can make it myself but I think the quality of Smartsheet's videos is excellent and would love to give them something more professionally done. It should demo how to create a filter and illustrate the difference…
Sort not correctly sorting manually-entered numbers
I've got an auto-number column in one of my sheets, which has data from an excel sheet that I used prior to smartsheet. Most of the numbers in the auto-number column were from historical data and needed to be identical to that excel sheet, so I changed the column type to text/number, inserted the data with the excel's…
IF OR Formula...HELP
I am having trouble creating an IF OR formula in a check box. I would like the box to be checked if the value in one column (drop down box column) = Complete or Not Needed. So far I have: =IF(OR([Status]4 = "Complete", [Status]4 = "Not Needed", "1,0")) I am getting an "incorrect argument set" error
Less restrictive settings
I am trying to have less restrictive settings to send updates to people who aren't shared to my sheet. The help section suggests that: * Open the sheet and click Alerts & Actions > Manage Alerts & Actions. * Click the Settings icon in the upper right corner of the Alerts & Actions window. However, the last revision of…
1 st day on job Vista
Today was our first day on the Vista Job to receive PV materials and inventory
Dashboard vs Master Calendar vs Sights ?
Hi Trying to step away from excel, I am fairly new at using smartsheet and am looking for the best way to view simultaneously multiple sheet to better manage the deadlines of our projects. Being an expeditor, dates are the driving factor to help me guide the multi-disciplinary teams. Since we have multiple deadlines…
Three separate views (permissions) against the same reference row
Hi What is the best way to do the following, without the expense of Dynamic Views please? Have a reference that is common in three sheets; that if you add, edit or delete this reference row, the changes get reflected in all three sheets? It is so that I can do three views to three different sets of people who can only see…

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Dashboard Metric Widget Not Updating with Current Backend Sheet Value
Hi all, This is from a sheet that uses a formula to count down / display the number of days til end of Quarter. What is happening: Displays 37 when the backend sheet actually says 34. The dashboard does not update until I click to open the backend sheet then the connection seems to go through to update the…
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…
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…

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