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What would be the best template to use for this kind of data?
So my company currently uses an excel file to create what we call "cover sheets" that keeps track of the volume of what is being built for the daily schedule. The sheet is printed out and then scanned to a few other departments as the top sheet, or cover sheet, for the packet. My goal is to transfer this out of Excel and…
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Unable to Insert Column (Admin Pro User)
I am listed as an Admin and have a Pro account, yet I am still unable to insert a column to sheets? I have logged out, logged back in, closed the window and still noting. It allows me to select "Insert Column to Left" and pick that I want it to be text/number and even give it a column name, but I am unable to click OK in…
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Anyone know how to turn these notices off?
It is quite disconcerting to end-users to think they don't have the best or that they need to always be upgrading. How do we disable or deactivate these banners? dm
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Assigning to a group of people
Would it be feasible to assign a task to a group of people? I am not asking to assign a task to multiple people, but just to a group. To have more background: in our company we have around 15 scripters (they program our questionnaires on an online platform). So if project managers want to assign a task to the group, they…
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Report: Extract Directories and consolidate in report with categories
Hi All, Hope all is well. I want to create a directory base extracting information from existing and past projects. In this directory, it will contain 3 columns: The main category containing the Cost Code column, the vendor's name, and the sheet name. To do that, I have to filter the sheets to only include filenames with…
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Report filter to remove "DELETED" category
Hi All, I am trying to generate a report based on the cost codes. One of the categories includes the DELETED version – meaning, the box was originally ticked to be included in a directory, however, amended to be removed. This category then is moved under deleted. Is there a way to remove the "DELETED" list from the report?…
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How can I build the following relationship
I am a new ser to Smartsheet and want to figure out how to do the following: I have built an inventory (very simple) to keep track of what we have in stock. However, I am not sure how to keep track of what is being sold. I want to create a sheet where I can input what is being sold, and have this number updated…
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Can I trigger an automation based on the completion of an update request?
I currently have a workflow in place which allows for both approval requests and update requests, but at two stages of the process, the approval request and update request fire off at the same time. The correct order would be for the approval request to process when the update request is complete. I have thought of adding…
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Dashboard Views
It would be helpful to know how many views a dashboard is getting to see if it's effective
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Filtered Sheets in Developing Reports
I have a report that is filtered by a particular folder within a shared workspace... everytime I remove items from that folder the report no longer watches the folder, and it turns into individual items within the folder... Is this common behavior? Has anyone else experienced this behavior recently? I want the subfolder to…