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Smartsheet Basics

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

Help with Card View/Publishing
Hello, I have tasks listed out for my team and want to place the card view of these tasks on our team portal. Is there a way to do this? I only want the card view to show. Also, can this be interactive? For example, if a team member saw a task of theirs on the portal that should actually be listed for a different team…
Emails only Send Once
Hello, I'm having some trouble with my alerts; I'm selecting "once an hour" and I only see it send out one time. This happens to all the users on my plan; could someone tell me what I'm doing wrong?
Web Content Widget
Hello! I am wondering if there is a way to make sure a dashboard will reload a filter that is in a Web Content Widget. Right now you can create a filter, but if you leave the dashboard and come back, the filter goes away.
Where do replies to Update Requests to external parties go?
I've sent a series of Update Requests to external emails and I've had about 50% response rate. I have had someone check the validity of the remaining email addresses and we've found several of the email addresses are no longer valid (they don't exist) and several others are issuing Out of Office Notifications. When I have…
Chart to Display Count of Complete vs Incomplete
I am trying to display a chart on a dashboard that displays Complete vs incomplete items using a single column on one sheet as a source. Should I create a report, then generate a metric widget? What is the best way to do this?
Contacts in Templates
I used a template to create a new sheet, but I am unable to delete the example contacts. I want to remove them to avoid confusion, but when I go My Smartsheet Contacts, they don't appear on the list. How do I clear them out? Thanks in advance for any suggestions!
Clear RYGB balls on completion of a task
Hello, Currently we are using the RYGB balls as a priority indicator. One of the things that happens when you are completed with the task is that you have to clear the ball manually. I would like to automate the task. <Column 1> RYGB <Column 2> is a drop down with the following "Canceled", "Pending" and "Released". I would…
Screen Share Training " Is someone available, I am looking for a few sessions of assistance"
Hello, I am looking for someone to screen share and help me customize some smartsheet functions. Example: Create a "weekly to do list for all my milestone items" across my multiple projects that I have to manage, so I dont forget long lead items or miss details. Please email if I can hire you for remote consult, support,…
seeing edited rows and changes
Hi I wanted to know if there is any way to see what changes have been done in a sheet. Specifically, if a certain row has been overwritten with different information, and we want to reconstruct the original content that was in that raw. I need to bear in mind that certain other changes have also been made since that…
Editing a Drop Down List
I am creating a Tasks List and am wanting to use a Drop Down list to indicate the Client the Task refers to. Our Client list is ever-changing. Am I able to add or delete clients from the Drop Down list without affecting the data in the other Client cells? I am hoping to keep the list alphabetical, so additions and…

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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%
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…

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