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Deploying SS department wide concerns
I am thinking of deploying smartsheet solutions department wide as a solution for our programmatic work. We are not in a tech savvy environment so I would be creating these solutions for them. We are also in the midst of the creation of our first data management framework, so with that in mind, these solutions have to be…
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I have an Excel spreadsheet with repeating columns.
I imported an Excel spreadsheet that has 3 columns that repeats several times. What is the best way for me to convert the columns to rows so that I can use the COUNT function? or is there a way to total up items in columns?
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Only Show Row if Data is in Specific Columns in a Report
Hello, We have project names, resources, and project managers all listed on the same row with the hours worked on particular days. I'd like to build a report, or a sheet that only shows rows if hours are listed past a certain point, meaning only show rows that have hours listed in the date columns. This will eliminate a…
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(New User) Creating a report from Multiple sheets under workspace
Hi everyone, I am trying to create a report that can be sent via email on a weekly basis consisting of the information listed in the attached. I am thinking there must be a way i can get these sheets to be emailed in pdf to myself once its updated by the required person. Any suggestions?
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Assign tasks to multiple contacts when certain criteria is met
Hello! I need help creating a workflow that assigns tasks based on the selected criteria in a multi-select dropdown. TIA! For instance, I have a multi-select dropdown with five services: A, B, C, D, E If any of A, B, or C are selected, then Steve should be assigned to the task. If any of D or E are selected, then Luke…
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Can I make my Contact List column appear on a mapped PDF as just their name?
I have a Contact List column in a smartsheet that I have workflows to notify this person when certain events take place. I need it to remain a contact, however, on my mapped PDF that I need to print for each row, that column is appearing on the PDF as their email address, not the name. Can this be changed?
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How to enhance the automation
Currently, when Tagging Scope, Asset owner get filled, then automation email triggered. However, I want to enhance the automation to add one more condition only when the information under one IFP Work Order(First Column) all get filled, then send email to specific person. Under current setting is, for example, first…
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Proofing
I am a few months into Smarsheet and can't figure this out. I need to develop a proofing approval process that goes like this. A designer starts a proofing approval by uploading a PDF and invites a copyeditor and QC person to review. They will either have changes or approve. Once they both select the approval button the…
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"Project Management Office" vs "Simple Project Portfolio" Template
Maybe it is me, but I don't see the difference between the "Project Management Office" vs "Simple Project Portfolio" Template. Can someone tell me what the differences are, looking at the different dashboards, reports and sheets it is not clear to me. Thanks!
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Can't find sheets I created
I create sheets and they don't show up in my browse section. The only way I can find them is by searching for it in the tool bar. Does anyone know why that is, and any tips on how I can avoid this? It's pretty annoying and frustrating.
