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Smartsheet Basics

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

Need for darker lines and dates on printed calendars
I export my shipping dates to a sheet that presents the data as a calendar that is printed and posted for our shipping packers and loaders. This is a great tool for allowing those on the team who are not on the computer to plan their workflow. The default color for the calendar grid as well as month and date labels is…
Time based totals
We use Smartsheets for project management. We have about 100 projects of short duration that span over several months. We would like to assign staff to each project then be able to see how many staff members are needed during a given week. I picture a number on the Gantt chart bars that show staff on the bar. Somehow a…
Reminder Email of No Use
As is possible with notifications, is there not a way to set which columns are included in a reminder? As you can see from my screen shot using a sheet I've created with many columns, I have no use for the reminder because I can't read it.
Another parent-child condition format scenario
I've search Community and found several very excellent formulas that fall into the parent-child conditional format category; however, they rely on a checkbox type to function. In my scenario, the child row has a conditional format that when a date is within 15 days of target date, the row is highlighted. I'd like the…
Master Project Link Help
I am trying to create a master sheet with certain information from 20+ other sheets. Each row of the master sheet will be specific to one project with various dates that need to be tracked shown in each column. Is there a way to make each cell automatically know which project to pull information from without linking each…
Production Data Report
I am looking for help on setting up a dashboard of sorts to summarize monthly production data. What I have now in excel is that I can select a month from a drop down menu, and then the data fills into several tables I have made based on the selected month. Is there a way to have a similar setup within smart sheets? I…
Large amounts of free text
Hi, I am trying to use smart sheet to manage a research project. What I really want to have is a row that is the "aim of the project" with no task assigned to it. I also then want to list the team members involved, but do not want them all to be collaborators in the rue sense of the word. Is that possible? Thanks
Reports - Hide Data from Master Sheet
Hello, It is my understanding, that in order to share a report and allow for users to also make edits within the report, that they also have to have visibility of the master sheet that the report is pulling data from. Is it possible to share a report with users, while still allowing them to make edits, without allowing…
Web form and linking
Dear all, right now I am struggling a bit as I'd like to implement a web form that is forwarding information into a master table from which the new added row should be directly linked to further sheets to be evaluated and qualified. I had a look in former threads and tried the reporting function, but this won't let me…
Copying Links of a single cell to multiples on another sheet
Has anyone else had a problem copying a link to one reference cell to multiples on another sheet? We have the problem of trying to link a single reference number on a master sheet to a group of candidates on a second sheet. Functionality-wise I want a change in the master board to immediately update on the secondary list…

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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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