Using Smartsheet

Post a question about using the core Smartsheet application: sheets, forms, reports, automation, dashboards, and more.

Discussion List

  • Important Reminder doesn't say Row # or Primary Column Name
    In Using Smartsheet
    I just filled out a large CRM on a new sheet with several hundred clients. I was using the reminder feature to remind myself to send certain people an email or more information. Out of the 18 reminders I created, 11 of them tell me the ro…
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    12 views 2 comments Most recent by Andrée Starå
  • Smartsheet Barcodes
    In Using Smartsheet
    Hello All, I have a sheet that has a specific barcode for each card. Ideally we would use the barcode functionality to scan an item, then select the option to bring you to the correct card. With it set up, when I go to test it, it only wo…
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    13 views 2 comments Most recent by Andrée Starå
  • Translating Data from One Sheet to Another
    In Using Smartsheet
    I am looking for any method that could help me obtain the desired results.  I have a tracking sheet titled “PM Sales Tracking” and within the tracking sheet there is a column that is called “Design Request” I have edited the column propert…
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    12 views 2 comments Most recent by Andrée Starå
  • dependencies
    In Using Smartsheet
    I want a progress colun to have values such as:  not started, started, pending and complete.  When one of these values are selected in a drop down I would like a "% complete" column to populate automatically with a corresponding …
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    1 view 2 comments Most recent by Andrée Starå
  • To do list with extended tracking functionality
    In Using Smartsheet
    Hi there! We are collecting todos in a "topic list" connecting each task to one particular team member. Every task has a due date. Do you have a routine to track the development of these tasks? I.e. a task has been finished by …
    2 views 2 comments Most recent by Andrée Starå
  • Financials: projected, actuals and variance
    In Using Smartsheet
    Hi!  Very new to smartsheet and looking for any preset reports for tracking 3-4 year project financials, specifically projected spend, actuals, and variance.  Does smartsheet have this type of reporting? Thanks!
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    247 views 3 comments Most recent by Andrée Starå
  • Dashboard Notification?
    In Using Smartsheet
    Hello! Is it possible to create an email notification to a certain group of emails on a monthly basis with a dashboard link notifying them to review?
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    208 views 2 comments Most recent by Andrée Starå
  • dynamic Completion updates
    In Using Smartsheet
    If I have a project plan with tasks assigned to team members and I want them to be able to update their completion percentages periodically. For example I want to to notify them a few hours before our status meeting.  I don't want them to …
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    1 view 2 comments Most recent by Andrée Starå
  • Is there a way to have Smartsheets automatically sync to a Google Sheet?
    In Using Smartsheet
    Hi, We have need to Automatically sync data from Smartsheet into Googlesheet, please advice, how this can be achieved. is there a way to have Smartsheets automatically sync to a Google Sheet? Please advice.   tx Dhananjay Nagarkar
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    2 views 5 comments Most recent by Andrée Starå
  • Report criteria based on two sheets, matched on row
    In Using Smartsheet
    Is it possible to create a report based on data from two sheets, but criteria is include only rows where the entry in primary column in one sheet is identical to the entry in its counterpart column in the other sheet? In other words, match…
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    23 views 2 comments Most recent by Andrée Starå