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Linking action items to project tasks
Hello everybody, first time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smartsheet, so would appreciate help in getting a solution for my workflow I have a project sheet, with task names, start & finish dates, predecessors (dependencies enabled),…
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Small Business people out there?
Hey, Just starting with Smart Sheet I am looking for anyone who manages a small business with lots of tasks for some tips on better time management
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Tracking Direct Report's Tasks
I've recently been assigned to manage six direct reports. I would like to have a "card" or tasks list for each of them so I can assign tasks to them and they can review the card and update me on their progress. What would be the best way to handle this?
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Page LInking
Hi There I'm new to Smartsheet, and trying to see how best to use it for our company, within the event industry. I'm working on a large event, and have multiple venues and contractors, which i'm trying to link. I have venues A, B, C, D etc and contractors 1, 2, 3... who work across all the venues. At the moment, if I have…
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30 60 90 Initiative sheet
Does anyone have a good/great template/report or dashboard already created that you are willing to share. I am new to smartsheet and have ideas....but limited time to put something together. It is for and acquisition project. Currently have a WBS by functional area...need to quickly strip strip key tasks & milestones out…
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Multiple View Types
Hello Community :) I am wanting to share a Smartsheet among several different companies with different levels of information. That is to say, some of the columns from the originating company generating the Smartsheet are not to be seen by users from the other two companies, and at the same time there are columns from the…
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Help with creating a dashboard
I'm new to smartsheets. I've set up a work tracking sheet with a number of status conditions. I'd like to create a view for folks to use - maybe a dashboard? Let them check the status of their requests, show a pie chart representing the total number of requests in each status, average time to completion, etc. Any ideas…
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Report showing resources and assigned projects
I'm looking for help developing a report. I've got multiple projects and multiple resources working on those projects, and I'd like a simple grid - resources in a column, project names across the top, and an x indicating which project each resource is working on (or something like that). This view will give a snapshot of…
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Link clients, jobs and opportunities
Hi guys. I use SmartSheet to track clients, jobs and opportunities. I have a sheet for each. For the most part, it works well. But the one area it's letting me down is linking relevant records. I'd like to be able to go to the client card and see all their jobs and opportunities. And I'd like to be able to go to a job or…
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Creating a Temple for Router Configrations
I have an existing sheet with a lot of information in it. I would like to create a template to populate based of the information in my existing sheet. Then I would like to be able to print or export the information to create a router or switch configuration template. Sounds easy enough but have never done this and would to…
