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Compiling a multi-department calendar/timeline
This may seem super basic, but I work in tandem with 4 different teams and need to construct a calendar/timeline for all of these separate departments. What is the easiest way to gather the information? Some teams use smartsheet, some use excel, but none have the same format and none really "talk" with each other - hence…
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Combining data from 3 different columns to create a summary report
Hi all. I am trying to create a summary repot that combines 3 columns that I have on an Intake Sheet and Archive sheet. The data that is in each of these columns are pretty much the same, but we have them separated out based upon on the different clients that we have. Within these 3 columns, it has Job type data (i.e.…
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Report Filters Not Working
I have created a report and added the sheets from the workspace. I have created filters to pull in only the projects that need "approval to post." The conditions are set so the task that must be submitted before a project can be approved is submitted, and the task to approve the project to post is blank (not approved). I…
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How to make a Static Sheet Form for Multiple Cells?
Basically I have a questionnaire template for projects that I created that I need as a sheet to allow people to enter scoring rubrics and comments into a master sheet, but the projects need their own static sheet in each cell of the master sheet. Is there an easy way of doing this without having to create a million copies…
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New license model query
Our organisation uses Smartsheet on projects with our clients. The beauty of Smartsheet is (was) that we could collaborate on things with any number of people without the clients having to worry about additional license costs. We, as owners of the project (smartsheet) resources, have full paid licences. I need to clarify…
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Dashboard / task health workstream
I’m using Smartsheet dashboards as slides for a bi‑weekly meeting. I have 10 dashboards, one for each project. Each dashboard pulls data from its corresponding project plan, including workstream health (IT, Operations, Commercial, Marketing) and completion percentages. Currently, the only way I can see what has changed…
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Dashboard
I am making a smartsheet "ticket system" to communicate between one group to another group to produce artwork. But I need a dashboard that only shows that person's tickets so that can view current, open tickets and make comments to them without seeing everyone else's tickets. Is this possible?
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Worksheet Access and Permission
Good afternoon. Hoping someone can help. I want a co-worker to have edit permissions to a sheet within a workspace. I first gave editor permissions only to the sheet. This didn't work, they couldn't edit the sheet. I then gave view permission to the workspace and editor permission to the sheet, but they still can't edit…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Dashboard for Different Users
We are attempting to use smarhseets for a ticketing system similar to Mojo's Help Desk solution. We would have a worksheet with a form sent to users to fill out the form depending on the ticket type. There are a few issues we need to figure out before going live, we have 4-6 people who "work" these tickets, they comment on…
