Use Cases

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Education
Connect with Education peers to share Smartsheet solutions, questions, ideas, and best practices that will enable your school, college, or university to work better, at scale.
Government
Connect with peers across Federal, State, and Local government to share Smartsheet and Smartsheet Gov solutions, questions, ideas, and best practices that will enable your agency to work better, at scale.
Healthcare & Life Sciences
Connect with peers in Healthcare & Life Sciences to share Smartsheet solutions, questions, ideas, and best practices while staying updated on relevant news.
Financial Services
Connect with peers in the Financial Services industry to share Smartsheet solutions, questions, ideas, and best practices that will enable your organization to work better, at scale.
Project Management Office (PMO)
Connect with peers in Project Management Office (PMO) functions to share Smartsheet solutions, questions, ideas, and best practices that will enable your organization to work better, at scale.
IT Portfolio Management
Connect with peers in IT Portfolio Management functions to share Smartsheet solutions, questions, ideas, and best practices that will enable your organization to work better, at scale.
Services Delivery
Connect with peers in Services Delivery functions to share Smartsheet solutions, questions, ideas, and best practices that will enable your organization to work better, at scale.
AI
Connect with peers interested in AI to share Smartsheet solutions, questions, ideas, and best practices that will enable your organization to work better, at scale.

Unique ID auto generated from State designation
I have attached an image of a project schedule. I need to generate a formula for the "task-id" column that auto-generates a unique prefix and suffix based on the "state" column. The formula should reference the two character state and and start at 0001, if this initial encounter of that state. If the state has been…
How do you track small contractor jobs within larger project plans?
Hi everyone, I’ve been building out a few project plans in Smartsheet for some upcoming property updates, and one thing I’m not sure how to handle cleanly is tracking small, independent contractor work like when we bring in a concrete contractor or a local crew for a quick 2-3 day job. These smaller jobs aren’t full…
AI AGENT/LLM: What did you teach AI to make them effective?
Smartsheet's AI is great! However, this question is for those of you who are also using LLM's such as ChatGPT, Gemini, Perplexity, Claude, etc. for creating formulas, asking best practices, analyzing data, and just generally getting answers to your questions more effectively and accurately. Questions: What did you teach…
Dashboard - How to Add Dynamic Editable Text on Dashboards
Hi, I am working on creating a Dashboard where the Project Manager (PM) can input their Project Summary, which will then be displayed on their Dashboard. I understand that I can create a Metric Widget, connect it to a specific sheet, and point it to a particular cell. However, I need to ensure that this setup remains…
Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
Best Template for Digital Platform Maintenance Management
Curious if people can point me in the best direction here (skimmed through template library and couldn't quite find what I was looking for). I manage an LMS which has a lot of on-going maintenance activities we need to complete on it to keep it up and running. These are tasks I want to be able to assign to people and have…
Welcome to the new AI Community!
This is a space for Smartsheet users that love AI to connect, share ideas, challenges, best practices and how you are using Smartsheet AI and others to transform your work. Our Smartsheet team will be sharing helpful resources, upcoming industry events, discussion questions, and more. You’ll see us jumping in from time to…
Welcome to the Financial Services Community!
My name is Chris, I lead marketing for Smartsheet for Financial Services and am excited to get to know you all! This is a space for Smartsheet users that work in Financial Services to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform Financial Services. Our Smartsheet team will…
Welcome to the Services Delivery Community!
This is a space for Smartsheet users that work in Services Delivery functions to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform your specific use case. Our Smartsheet team will be sharing helpful resources, upcoming industry events, discussion questions, and more. You’ll see…
Welcome to the IT Portfolio Management Community!
This is a space for Smartsheet users that work in IT Portfolio Management functions to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform your specific use case. Our Smartsheet team will be sharing helpful resources, upcoming industry events, discussion questions, and more.…

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