Using Smartsheet

Using Smartsheet

Discussion List

  • Gracien Charles-Antoine
    First post 03/25/20,Last post 03/26/20
    Ability to view and update tasks across multiple projects in one view by Resource, i.e. the person assigned to the task. Resources have tasks in multiple projects. Thanks, GCA
    Using Smartsheet164
    Gracien Charles-Antoine
  • Ray B
    Accepted Answer Ray B 9 views 3 comments Most recent by Andrée Starå
    First post 03/26/20,Last post 03/26/20
    Does anyone know if their is way to display the Name instead of the email address when using Auto-Number/System>Created By? Example: Current Display [email protected] Display I want: Ray Donovan Thanks
    Using Smartsheet93
    Ray B
  • Mary Vogt
    Mary Vogt 40 views 14 comments Most recent by Mary Vogt
    First post 10/21/19,Last post 03/26/20
    Hi, Community! I am wondering if anyone else is using SmartSheet for an institutional planning calendar. I chose a template of project with gantt. Most of the tasks on the calendar, however, are annual, bi-annual, semi-annual, etc. I am tr…
    Using Smartsheet4014
    Mary Vogt
  • lisa.nichols43261
    lisa.nichols43261 794 views 23 comments Most recent by Preston Plambeck
    First post 04/03/18,Last post 03/26/20
    i have a sheet that has data with dates added from a form. it always adds a new request from the form to the top and i have to manually sort it by date in descending. is there not a way to have it automatically add the data by the date in …
    Using Smartsheet79423
    lisa.nichols43261
  • Thiaan Kruger
    Dependency FunctionalityAccepted Answer
    Accepted Answer Thiaan Kruger 17 views 2 comments Most recent by Thiaan Kruger
    First post 03/26/20,Last post 03/26/20
    Good day I am developing as schedule that has two sets of start and finish dates namely: Planned Start & Finish vs Actual Start & Finish. Each has its own duration namely planned duration and actual duration. The predecessors are …
    Using Smartsheet172
    Thiaan Kruger
  • Juan Solano Poveda
    Dependencies and fixed datesAnswered Question
    Answered Juan Solano Poveda 16 views 5 comments Most recent by Paul Newcome
    First post 03/25/20,Last post 03/26/20
    Hello I've noticed several post on the archive asking for the same problem to be fixed, here are just 3 examples that go back to 2015. https://community.smartsheet.com/discussion/7262/forced-dates-when-dependency-is-enabled https://commu…
    Using Smartsheet165
    Juan Solano Poveda
  • jg124
    Answered jg124 12 views 3 comments Most recent by Paul Newcome
    First post 03/26/20,Last post 03/26/20
    Hi All, My team when starting a new project works off of a template. This template is broad and is set up to cover all possible tasks that the project may contain. My question is what is the best way to deal with "if applicable&quo…
    Using Smartsheet123
    jg124
  • Sherrelle Rojas
    Accepted Answer Sherrelle Rojas 20 views 3 comments Most recent by Genevieve P
    First post 03/24/20,Last post 03/26/20
    https://us.v-cdn.net/6031209/uploads/822/5WFI2TF91UQM.docx 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 c…
    Using Smartsheet203
    Sherrelle Rojas
  • Jeana
    Answered Jeana 13 views 1 comment Most recent by Andrée Starå
    First post 03/25/20,Last post 03/26/20
    Hi, I am inserting some field content in an automated email. I have been successful in some fields but not others. The difference being that some of the fields are children. Can you pull content from these fields for automated email? Tha…
    Using Smartsheet131
    Jeana
  • Jeremy Espiritu
    Accepted Answer Jeremy Espiritu 11 views 1 comment Most recent by Debbie Sawyer
    First post 03/26/20,Last post 03/26/20
    Hi, I am not receiving any notifications from smartsheet and in email even if I am making changes. Before when I made a change the smartsheet automatically send notification. Please help. Thank you Regards, Jeremy
    Using Smartsheet111
    Jeremy Espiritu
  • fraygosa
    fraygosa 24 views 3 comments Most recent by Andrée Starå
    First post 07/29/19,Last post 03/26/20
    I know the apps have it but is it possible for the web version of the form to include a location column? I know web is perilous especially from a desktop with proxy and such. But many many many phone web forms now just straight ask for pe…
    Using Smartsheet243
    fraygosa
  • Jonathan Barfoot
    Answered Jonathan Barfoot 38 views 3 comments Most recent by CJ Koan
    First post 02/21/20,Last post 03/25/20
    Is it possible in a form to create a contact list field type whereby the user is able to select a contact from their gmail contact list to populate that field in the form?
    Using Smartsheet383
    Jonathan Barfoot
  • Rob Ford
    Answered Rob Ford 44 views 1 comment Most recent by Debbie Sawyer
    First post 03/23/20,Last post 03/25/20
    I apologize for the length of my post, but I want to be thorough in describing what I would like to do and what I’ve already tried. I’ve also searched through help and the forums, and I either haven’t found a solution or am too hyperfocuse…
    Using Smartsheet441
    Rob Ford
  • Laura Corredor
    Chart budget vs actualAnswered Question
    Answered Laura Corredor 13 views 2 comments Most recent by Laura Corredor
    First post 03/25/20,Last post 03/25/20
    Hello, I have a sheet where I can see budget, actual and variance for my project budget. So column 1 is january budget, column 2 january actual and column 3 january variance, and so on. All I want to is to create a line-type chart for my d…
    Using Smartsheet132
    Laura Corredor
  • Melissa Carico
    Answered Melissa Carico 7 views 1 comment Most recent by Andrée Starå
    First post 03/25/20,Last post 03/25/20
    I choose 'save as new' and nothing happened. My sheets list does not show any templates. How do I download the templates?
    Using Smartsheet71
    Melissa Carico
  • Jefferson Ribeiro
    Answered Jefferson Ribeiro 20 views 2 comments Most recent by Jefferson Ribeiro
    First post 03/25/20,Last post 03/25/20
    Hi! I am working on creating a report in which data is obtained using a Smartsheet form. https://us.v-cdn.net/6031209/uploads/781/KSSZYBE6N9EB.png https://us.v-cdn.net/6031209/uploads/547/MXTN397LY9XS.png For each new answer on the form…
    Using Smartsheet202
    Jefferson Ribeiro
  • Or Rosenblatt
    Answered Or Rosenblatt 14 views 1 comment Most recent by Debbie Sawyer
    First post 03/25/20,Last post 03/25/20
    I have a project with dependencies and multiple assigners enabled. I would except that the tasks duration will be reduced by the number of ppl working on the project, but that's not the case. It seems duration column and the gantt view ign…
    Using Smartsheet141
    Or Rosenblatt
  • Yogin Bhatti
    Accepted Answer Yogin Bhatti 17 views 3 comments Most recent by Genevieve P
    First post 03/23/20,Last post 03/25/20
    Hello, I currently use a form to populate a sheet for any new sales leads. We're at the end of our fiscal year and I'm trying to archive all old leads and start a new sheet. I want to know about some best practices of achieving this. I wa…
    Using Smartsheet173
    Yogin Bhatti
  • pixel_
    Answered pixel_ 34 views 6 comments Most recent by Francine Haman
    First post 03/12/20,Last post 03/25/20
    Hello! Is there a way to change the colors set by the 'Color by Column' design option on the Calendar App?
    Using Smartsheet346
    pixel_
  • JLH
    Answered JLH 25 views 5 comments Most recent by JLH
    First post 03/20/20,Last post 03/25/20
    Hello - I need to find a way to have a Date field default to the current date on a Form. (I can't use the systen-date field, as user needs to be able to override 'todays Date' if necessary) Unfortunately, selecting the obvious Da…
    Using Smartsheet255
    JLH
  • Diego Lanzarini
    Answered Diego Lanzarini 14 views 1 comment Most recent by Genevieve P
    First post 03/24/20,Last post 03/25/20
    how can I have estimetion and consumptive date in a project gant?
    Using Smartsheet141
    Diego Lanzarini
  • Rachel Peabody
    Accepted Answer Rachel Peabody 17 views 7 comments Most recent by Paul Newcome
    First post 03/19/20,Last post 03/25/20
    Hello, I'm building a sheet in which I'm using lots of cross-references in the sheet summary. I plan to use it as an active metric field to display summary information from data in other sheets. I will need to copy the sheet about 30 times…
    Using Smartsheet177
    Rachel Peabody
  • Phil Schmitt
    Answered Phil Schmitt 11 views 2 comments Most recent by Phil Schmitt
    First post 03/25/20,Last post 03/25/20
    I have several columns I need to export with my Gantt chart but only the standard Gantt columns seem to export. Every new column I added to the Gantt chart does not export. I even re-loaded the XML back into Smartsheet and the data is m…
    Using Smartsheet112
    Phil Schmitt
  • Jeff McFarland
    Edit SubmissionsAnswered Question
    Answered Jeff McFarland 18 views 8 comments Most recent by Jeff McFarland
    First post 02/10/20,Last post 03/25/20
    Is it possible for a user to retrieve a pre-filled form with their old submission if they want to change something?
    Using Smartsheet188
    Jeff McFarland
  • PeterR
    Accepted Answer PeterR 15 views 1 comment Most recent by Nathan Lloyd
    First post 03/23/20,Last post 03/25/20
    I am pulling information into a Microsoft Publisher label template from Smartsheet using ODBC smartsheet live data connector - this all works fine but any columns that are formatted in smartsheet as date columns are switched from UK format…
    Using Smartsheet151
    PeterR
  • 峰(Frank) 徐(Xu)
    Answered 峰(Frank) 徐(Xu) 8 views 1 comment Most recent by Genevieve P
    First post 03/24/20,Last post 03/25/20
    Hi everyone, I tried to create a widge on dashboard with the data from Tableau, Unfortunately failed. The error message is below. I did pasted the tableau link starting with https://. However it didn't work.. Would you help to check the p…
    Using Smartsheet81
    峰(Frank) 徐(Xu)
  • jay.rathbun
    Dual Axis Card viewAnswered Question
    Answered jay.rathbun 27 views 3 comments Most recent by Rajesh Ray
    First post 02/11/20,Last post 03/25/20
    We love the card view for our use case, but we would love to be able to further subdivide the view somehow if possible... We don't want to have to create a specific filter for each person associated with a project, but we want to be able t…
    Using Smartsheet273
    jay.rathbun
  • NBurrus
    NBurrus 49 views 3 comments Most recent by Genevieve P
    First post 08/19/19,Last post 03/25/20
    Hello - I reached out to Smartsheet a few times about Dynamic View as I want to see if it fits my needs. I didn't have a good experience with the Sales team. I had a meeting that was entirely missed. I was told an Engineer needs to be at t…
    Using Smartsheet493
    NBurrus
  • Cheryl Crouse
    Answered Cheryl Crouse 27 views 3 comments Most recent by Andrée Starå
    First post 02/10/20,Last post 03/25/20
    I need to send out a client survey every 2 weeks to 5 different stake holders. Is there a way to automate the "Send Link to Form" option in the "More" drop down under "Edit Forms" to send just the link to the…
    Using Smartsheet273
    Cheryl Crouse
  • sbrelage
    Answered sbrelage 19 views 3 comments Most recent by Andrée Starå
    First post 03/13/20,Last post 03/25/20
    I need to provide my users with a link to a One Drive folder where all of the project documents will be stored (and eventually attached in Smartsheet). I don't particular want to have to send the link in an email. Is it possible for the …
    Using Smartsheet193
    sbrelage