Using Smartsheet

Using Smartsheet

 

Discussion List

  • Diana Yeh
    Announcement Diana Yeh 5 views 0 comments Started by Diana Yeh
    First post 08/14/20,Last post 08/14/20
    We’re excited to have you join us for ENGAGE ‘20 this year- our all virtual event on October 1! This year, we are offering several sessions about improving your business processes with Smartsheet and we want to hear from all of you! How ar…
    Using Smartsheet50
    Diana Yeh
  • Morgan Smuck
    Announcement Morgan Smuck 19 views 0 comments Started by Morgan Smuck
    First post 08/14/20,Last post 08/14/20
    We’re excited to have you join us for ENGAGE ‘20 this year- our all virtual event on October 1! We’re offering several sessions around building effective collaborative work management solutions in Smartsheet and we want to hear from you! …
    Using Smartsheet190
    Morgan Smuck
  • Anna Mkrtchyan
    Announcement Anna Mkrtchyan 166 views 5 comments Most recent by Maxwell Griffith
    First post 08/05/20,Last post 08/11/20
    Missed the webinar? Watch the recording here: Work seamlessly with Smartsheet and Microsoft 365 integrations. Increase productivity and real-time collaboration with our Microsoft 365 integrations. In this webinar, we'll share how your org…
    Using Smartsheet1665
    Anna Mkrtchyan
  • Anna Mkrtchyan
    Announcement Anna Mkrtchyan 245 views 2 comments Most recent by Paul Newcome
    First post 04/30/20,Last post 05/08/20
    Missed the webinar? Review the recording in the Smartsheet Learning Center. Top 5 tips for optimizing your sheets. Learn best practices for getting the most out of your Smartsheet, including sheet structure, collaborating in a variety of w…
    Using Smartsheet2452
    Anna Mkrtchyan
  • Jeana
    Question Jeana 5 views 0 comments Started by Jeana
    First post 08/15/20,Last post 08/15/20
    I want to send an automated ALERT based on the information in this pic. The alert will go to the Task Owner and I would like it to read something like this with the cell references to include the items in all caps. The issues is the PARENT…
    Using Smartsheet50
    Jeana
  • Mengdong Zheng
    Accepted Answer Mengdong Zheng 32 views 2 comments Most recent by Mengdong Zheng
    First post 06/22/20,Last post 08/15/20
    A number of questions. Please provide an "yes/no" answer, following with further elaboration. 1) In the resource management view, the resources are sorted by their names. Is it possible for me to include additional information…
    Using Smartsheet322
    Mengdong Zheng
  • Gordon
    Answered - Pending Review Gordon 12 views 1 comment Most recent by Kelly Drake
    First post 08/14/20,Last post 08/15/20
    Hello, We are trying to build out a simple employee "check in" sheet that will collect data from all our employees on if they will be in the office, and if so, indicating by a checkbox column. My initial approach was to have a d…
    Using Smartsheet121
    Gordon
  • BethanyH
    Accepted Answer BethanyH 6 views 4 comments Most recent by BethanyH
    First post 08/14/20,Last post 08/14/20
    I have a sheet that has several columns which are formatted as checkboxes and a form for users to submit info. The users check boxes on the form to select fields. I have set it up to send a response back to the submitter with their respons…
    Using Smartsheet64
    BethanyH
  • Denise Heffron
    Answered - Pending Review Denise Heffron 7 views 1 comment Most recent by Andrée Starå
    First post 08/14/20,Last post 08/14/20
    I have set up an automation in my project plans to copy rows that are flagged as either a milestone or key activity to another sheet on a weekly basis. The automation is working, however, where the milestone or key activity is a parent tas…
    Using Smartsheet71
    Denise Heffron
  • Susan Hildebrant
    Answered - Pending Review Susan Hildebrant 5 views 2 comments Most recent by Susan Hildebrant
    First post 08/14/20,Last post 08/14/20
    I have been using workflows frequently. I have run into the situation where I have a workflow to copy a row to another sheet. Both sheets have the exact same columns. I am sure of that because the second sheet is a duplicate of the first. …
    Using Smartsheet52
    Susan Hildebrant
  • Frank Falco
    Frank Falco 846 views 6 comments Most recent by Jenna Bailey
    First post 06/03/19,Last post 08/14/20
    I would like to know how to create these colored panels as shown in the Sales Pipeline and Forecast dashboard example on https://www.smartsheet.com/all-about-sales-pipeline-management. I have tried using rich text and title text and metric…
    Using Smartsheet8466
    Frank Falco
  • Aaron Megal
    First post 08/14/20,Last post 08/14/20
    I changed a column to be restricted to dropdown values, but when I added a value to the dropdown list I received a warning that there were several entries in the list that "24 cells in the X column have values not in the dropdown list…
    Using Smartsheet81
    Aaron Megal
  • Susan Vieira
    Answered - Pending Review Susan Vieira 6 views 2 comments Most recent by Susan Vieira
    First post 08/14/20,Last post 08/14/20
    I am creating a Smart Sheet with a lot of data that will be populated via a form. The concern with my team is that if they get interrupted when filling out the form that they will not be able to continue. We have lots of fires to put out s…
    Using Smartsheet62
    Susan Vieira
  • SoS | Dan Palenchar
    Question SoS | Dan Palenchar 12 views 1 comment Most recent by John Jonassen
    First post 08/14/20,Last post 08/14/20
    I think the answer is no, but wondering if it is possible to change the background of a Dashboard/Portal to a watermark image?
    Using Smartsheet121
    SoS | Dan Palenchar
  • Tamizamuthan Vedachalam
    Answered - Pending Review Tamizamuthan Vedachalam 3 views 2 comments Most recent by Tamizamuthan Vedachalam
    First post 08/11/20,Last post 08/14/20
    Is there any option today reflect today's date in smart sheet. I tried typing =TODAY() in smart sheet cell and returned with #INVALID COLUMN VALUE Its similar to MS Excel I used this formula in the cell I require
    Using Smartsheet32
    Tamizamuthan Vedachalam
  • caw98776
    Answered - Pending Review caw98776 13 views 2 comments Most recent by caw98776
    First post 08/14/20,Last post 08/14/20
    My sheet includes several automations, including notifications and approval requests. Each time a Smartsheet automation is triggered, it sends duplicate copies to each of the intended recipients. How do I resolve this?
    Using Smartsheet132
    caw98776
  • Emerus CCC
    Auto RefreshQuestion
    Answered - Pending Review Emerus CCC 12 views 2 comments Most recent by Emerus CCC
    First post 08/07/20,Last post 08/14/20
    Is there a way to set sheets to auto refresh? I have several reports set up for sheets, but will not refresh unless done manually. Also, when sheet B is updated from data entry from sheet A, conditional formatting does not update on shee…
    Using Smartsheet122
    Emerus CCC
  • Morgan Smuck
    First post 06/25/20,Last post 08/14/20
    Hi Smartsheet Community,  In the coming weeks, we will start a transition to begin using three new email subdomains to send emails generated by our Smartsheet app; such as automated workflows, sharing, conversation notifications and passw…
    Using Smartsheet3038
    Morgan Smuck
  • Alan
    Alan 1.9K views 30 comments Most recent by Alex Donnell
    First post 02/08/18,Last post 08/14/20
    Hi, I have a smartsheet project and am wanting to copy and paste multiple cells from a MS excel document into the 'task name' column.   Can this be done ?   Thank you   Alan  
    Using Smartsheet192330
    Alan
  • mknighton
    Answered - Pending Review mknighton 10 views 1 comment Most recent by [email protected]
    First post 08/13/20,Last post 08/14/20
    I am working on a budget for a project plan and want to get the hours associated with a duration to do the math. All of the durations are input as days, i.e. 3d. Is there a way to understand in a formula that this is 24 hours. I have tr…
    Using Smartsheet101
    mknighton
  • Edward Bedell
    Answered - Pending Review Edward Bedell 14 views 5 comments Most recent by Andrée Starå
    First post 08/14/20,Last post 08/14/20
    Hi, For compliance I really need to add Draft, Review and Approved data to a Smartsheet, by when and whom etc, like you might get on many document. I am actually trying to do a risk assessment, and had it in Excel, but I find some Smartshe…
    Using Smartsheet145
    Edward Bedell
  • KMart
    KMart 807 views 9 comments Most recent by Andrée Starå
    First post 02/20/18,Last post 08/14/20
    Is there a way to set a particular field to accept more than 4000 characters? We use SS for managing projects and the "Notes" field we have established is where we run into issues. On occasion, we need more than 4000 characters.
    Using Smartsheet8079
    KMart
  • Jason Gunnells
    Answered - Pending Review Jason Gunnells 2 views 2 comments Most recent by Jason Gunnells
    First post 08/06/20,Last post 08/14/20
    Setup I am using, Form to Data Sheet to KPI Sheet to Dashboard. Data is entered into Form, then it populates the sheet correctly. I have the entries separated by 1/4 of day, with them being called Q1, Q2, Q3, Q4. This is done with some …
    Using Smartsheet22
    Jason Gunnells
  • darryl.barkhouse37731
    First post 02/13/18,Last post 08/14/20
    As can be seen in the attached screenshot I have data that is brought into the sheet from a web form.  A time and date stamp is attached at posting (this time and date is correct) however, the date column beside it that is derived from the…
    Using Smartsheet7319
    darryl.barkhouse37731
  • CMGbaltic
    Answered - Pending Review CMGbaltic 7 views 1 comment Most recent by Paul Newcome
    First post 08/14/20,Last post 08/14/20
    There are hundreds administrators, who are using additional odd helper columns with formula to calculate If the month @row/cell is from this month or previous month.  It would be "OK-ish", however it's impossible to use this form…
    Using Smartsheet71
    CMGbaltic
  • Micayla Ryan
    Answered - Pending Review Micayla Ryan 24 views 5 comments Most recent by Micayla Ryan
    First post 08/13/20,Last post 08/14/20
    Hi, it's me again.. I promise that one day I will understand SmartSheet formulas :) Trying to COUNTIF the Status is Complete AND the Phase is Rollout (will need to do this for the other four phases) =IF(AND([Status]@row <= “Complete”(…
    Using Smartsheet245
    Micayla Ryan
  • Allie McDougall
    Answered - Pending Review Allie McDougall 11 views 2 comments Most recent by Allie McDougall
    First post 07/30/20,Last post 08/14/20
    We are looking to geocode street addresses that are entered into Smartsheet.
    Using Smartsheet112
    Allie McDougall
  • Jason Goldstein
    Answered - Pending Review Jason Goldstein 72 views 8 comments Most recent by Paul Newcome
    First post 01/08/20,Last post 08/14/20
    I have a Smartsheet with 7 columns, all with checkboxes....they are tasks for a project. What I'd like to do is summary the tasks (in one cell) based the boxes that were checked. For example, if my boxes are: Take out the trash (checked…
    Using Smartsheet728
    Jason Goldstein
  • Kim Michael
    Answered - Pending Review Kim Michael 10 views 6 comments Most recent by Paul Newcome
    First post 08/13/20,Last post 08/14/20
    I need a formula that will count if days till due are between 0 (today) and the next 7 days AND if the status column is not complete. This is not working for me. =COUNTIFS([Days Till Due]@row > 0, [Days Till Due]@row < 8, ([Status]…
    Using Smartsheet106
    Kim Michael
  • Rodrigo Baptista
    Answered - Pending Review Rodrigo Baptista 9 views 1 comment Most recent by Andrée Starå
    First post 08/14/20,Last post 08/14/20
    Hi all, I've run into somekind of strange behaviour on the Form I've developed and was wondering if anyone had any insight into this. Can I make a field required with a default value? It seems that by inputting a default value on the form…
    Using Smartsheet91
    Rodrigo Baptista
  • Mike Sagel
    Answered - Pending Review Mike Sagel 49 views 2 comments Most recent by wesignature Electronic Signature
    First post 03/26/20,Last post 08/14/20
    We have internal digital signatures through our Microsoft CA server. Is it possible to have a field in smartsheet that would accept and store a signature?
    Using Smartsheet492
    Mike Sagel
  • J. Craig Williams
    J. Craig Williams 56 views 4 comments Most recent by SteCoxy
    First post 06/14/18,Last post 08/14/20
    I would like to resend the Update Request that has been neglected by the end-user I don't want a recurring UR, I just want to remind the user to respond. Craig   https://community.smartsheet.com/discussion/update-requests-resend https…
    Using Smartsheet564
    J. Craig Williams