Using Smartsheet

Welcome to the New Smartsheet Online Community


You’ll notice that things have changed a bit. If you need help getting oriented, please take a look at the posts here in the Welcome to the Community category.

Using Smartsheet

Discussion List

  • RossL
    RossL 47 views 6 comments Most recent by Andrée Starå
    First post 08/10/18,Last post 01/22/20
    Is there a way to have a row come in automatically at the same indent level as the row above it? My top row is a parent row with calculations based on all of its children. The children rows are all web form generated and they do not come i…
    Using Smartsheet476
    RossL
  • Michael Reinhardt
    Michael Reinhardt 51 views 4 comments Most recent by Andrée Starå
    First post 08/13/19,Last post 01/22/20
    I see that there are 2 choices of 4 Status Colours: Green, Yellow, Red, Blue (or Gray). Could we get an option for 5 Status Colours? Blue - Not Started Green - In Progress Yellow - At Risk Red - Behind Schedule Gray - Completed Than…
    Using Smartsheet514
    Michael Reinhardt
  • BESP10
    Accepted Answer BESP10 9 views 4 comments Most recent by Andrée Starå
    First post 01/21/20,Last post 01/22/20
    Hi Good afternoon We have a shop management portal that we were making revisions to the sheets directly in the portal home page now we cannot and this comes (attached). How do we change this so we can edit sheets right from the dashboard…
    Using Smartsheet94
    BESP10
  • Vaynard
    Vaynard 48 views 13 comments Most recent by Andrée Starå
    First post 04/25/18,Last post 01/22/20
    Any one know if we can set auto email comments, instead of manually email comment? Thanks in advanced! (Image)
    Using Smartsheet4813
    Vaynard
  • Carly Sorensen
    Carly Sorensen 129 views 3 comments Most recent by Paul Newcome
    First post 05/31/18,Last post 01/21/20
    I understand there is no way to link directly to a file from dashboard unless it is in a cloud-based storage program. Has anyone found a workaround? We don't use this kind of storage and I want to be able to link directly to files.  Savin…
    Using Smartsheet1293
    Carly Sorensen
  • Kelly.Brady76386
    Kelly.Brady76386 39 views 5 comments Most recent by Paul Newcome
    First post 01/25/19,Last post 01/21/20
    Hey team I have been using SmartSheets since day one and I continue using it. I have a question about a report that I have built. I have a report that I have built that pulls in all my projects plans title ROW 1 based on a where clause fo…
    Using Smartsheet395
    Kelly.Brady76386
  • sahilhq
    Answered sahilhq 9 views 1 comment Most recent by Paul Newcome
    First post 01/21/20,Last post 01/21/20
    Hi, Is there a way to lock columns until a cell in a different column changes? Basically I don't want personnel to be able to add text in the "Post AFC Change response" cell until the "LDO QA Check Complete" date is in…
    Using Smartsheet91
    sahilhq
  • Mark Slates
    Answered Mark Slates 8 views 1 comment Most recent by Andrée Starå
    First post 01/21/20,Last post 01/21/20
    Is there a way to make a copy of a Dynamic View?
    Using Smartsheet81
    Mark Slates
  • Cyril_H
    Answered Cyril_H 8 views 1 comment Most recent by Andrée Starå
    First post 01/21/20,Last post 01/21/20
    Hello all, I've been using Smartsheet for a few hours and i've been able to create in Gantt Mode without problem so far. The columns i've created allow me to filter tasks and help me read / correct / adjust the planning easily : Nice ! Now…
    Using Smartsheet81
    Cyril_H
  • hcosta52671
    hcosta52671 32 views 3 comments Most recent by eeismartsheetco104211
    First post 06/26/18,Last post 01/21/20
    The Activity Log properly logs the system users and their activities. What shows is the user's name and the activity info. I notice however, that several entries in the log lists "Publised User" as the person whose acivity is tr…
    Using Smartsheet323
    hcosta52671
  • Bradley Berneche
    Answered Bradley Berneche 25 views 1 comment Most recent by Alejandra
    First post 01/19/20,Last post 01/21/20
    This is probably obvious to anyone who has worked extensively with Smartsheet, but as a newcomer imagining how to best use Smartsheet to build efficient and practical solutions, I could use some clarification about the functionality and li…
    Using Smartsheet251
    Bradley Berneche
  • DIV
    DIV 30 views 5 comments Most recent by Pam Tadsen
    First post 01/10/19,Last post 01/21/20
    Hello! Is there any possibility to have several columns for attachments, not  just a staple in the left side? I need to name this separate columns to see if a row is filed with all required attachments or not.
    Using Smartsheet305
    DIV
  • James Pflueger
    Schedule VarianceAccepted Answer
    Accepted Answer James Pflueger 21 views 5 comments Most recent by Paul Newcome
    First post 01/17/20,Last post 01/21/20
    How can I copy columns from one template and add them to a different template? I want to add the date variance column from the Project Gantt and budget template and add them to the Project plan template. I just want a way to baseline and t…
    Using Smartsheet215
    James Pflueger
  • BESP10
    Accepted Answer BESP10 22 views 3 comments Most recent by Andrée Starå
    First post 01/20/20,Last post 01/21/20
    Good afternoon, I am trying to figure out how to make more than one column show up when viewing in calendar view, can someone please advise. JPEGS attached for reference https://us.v-cdn.net/6031209/uploads/970/J6VEQHMWPF2L.jpg https://us…
    Using Smartsheet223
    BESP10
  • awollam105821
    awollam105821 64 views 2 comments Most recent by Jon Stikka
    First post 12/07/19,Last post 01/21/20
    My project contains multiple sheets that need to be summarize. Each sheet has a sheet summary but since my data spans across multiple sheets, I need to combine the calculated fields in my sheet summaries to be combined (sum, average, count…
    Using Smartsheet642
    awollam105821
  • Jeffrey Mikles
    Accepted Answer Jeffrey Mikles 11 views 3 comments Most recent by Andrée Starå
    First post 01/20/20,Last post 01/20/20
    I have created a time reporting collection form with required fields that works fine on my PC, laptop and tablet, but not on my Android phone. I don't have to complete any of the required fields on my phone app in order to submit the form…
    Using Smartsheet113
    Jeffrey Mikles
  • alycia104251
    First post 09/17/19,Last post 01/20/20
    How do I get child rows to move to specific parent rows based on data from a specific column? I have active, lead, not bidding, and submitted statuses. When a bid is submitted I would like that row to move to the submitted parent. If it is…
    Using Smartsheet393
    alycia104251
  • Stephanie Stewart
    First post 01/20/20,Last post 01/20/20
    Hello all, I have 3 columns in my Smartsheet List Price, Percentage Discount and Net Price. If the List Price and Percentage Discount are populated for a row, I'd the Smartsheet to determine the Net Price based off List Price and Percent…
    Using Smartsheet101
    Stephanie Stewart
  • Juley Mathew
    Answered Juley Mathew 16 views 5 comments Most recent by Andrée Starå
    First post 01/17/20,Last post 01/20/20
    How can i make sure the person i am assigning a task to gets notified immediately?
    Using Smartsheet165
    Juley Mathew
  • Sgiovinazzo
    Sgiovinazzo 63 views 5 comments Most recent by Andrée Starå
    First post 08/15/18,Last post 01/20/20
    I am running a report from my sheet however the primary column shows up even though I did not select it and I cannot hide it. I don't want/need it in my report. I was wondering if there was a way to remove or prevent it.   Thanks!  
    Using Smartsheet635
    Sgiovinazzo
  • KMart
    KMart 101 views 7 comments Most recent by Tucker Webb
    First post 02/20/18,Last post 01/20/20
    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 Smartsheet1017
    KMart
  • John Laycock
    First post 01/17/20,Last post 01/20/20
    https://us.v-cdn.net/6031209/uploads/670/YQNPWNG4G3XF.png I have tried this several times but the filters I create before saving as a template do not appear in the derived sheet. The check box above leads me to believe the filters should …
    Using Smartsheet131
    John Laycock
  • Tamara Kemper
    Answered Tamara Kemper 7 views 1 comment Most recent by Andrée Starå
    First post 01/20/20,Last post 01/20/20
    I have a dashboard with 185 rows that I have added to a Dashboard. I don't want users to be able to click on it to view the full report, however Smartsheet seems to be limiting the number of rows that can be viewed via the Dashboard. Is t…
    Using Smartsheet71
    Tamara Kemper
  • NBurrus
    NBurrus 28 views 3 comments Most recent by Genevieve P.
    First post 06/27/19,Last post 01/20/20
    Does anyone know what happened to the Kindle Fire App? It is no longer in the app store and is now unavailable. 
    Using Smartsheet283
    NBurrus
  • Amit Wadhwani
    Answered Amit Wadhwani 33 views 6 comments Most recent by Amit Wadhwani
    First post 01/13/20,Last post 01/20/20
    Hello, I'm using auto number column property to have the number assigned automatically to each row. Everything works fine if updating the sheet line by line. https://us.v-cdn.net/6031209/uploads/625/7U2899FZRII5.png But once I insert a ro…
    Using Smartsheet336
    Amit Wadhwani
  • jb@59069
    [email protected] 33 views 4 comments Most recent by Tucker Webb
    First post 01/18/19,Last post 01/20/20
    We started using Smartsheet in October 2017. It WAS a great help to us for time, expense tracking and project management. We made serious gains in productivity once we figured out how to use Smartsheet for our specific needs. All was well …
    Using Smartsheet334
    [email protected]
  • Anja Monning
    Recurring DateAnswered
    Answered Anja Monning 12 views 2 comments Most recent by Anja Monning
    First post 01/19/20,Last post 01/19/20
    Hello everyone, I'm preparing a new sheet for organising maintenance acitivities. While planning maintenance we've have activities coming in a regularly frequency, for example 1x year, but also 1xmonth, 1x3Months etc. Not to loosing the o…
    Using Smartsheet122
    Anja Monning
  • Dantawn
    Dantawn 36 views 6 comments Most recent by Tucker Webb
    First post 02/05/18,Last post 01/19/20
    When creating a project many times the comments are as much instructions, as comments. Just like this modal when creating community comments, add the ability to apply Rich Text Formatting; Bold,underline,bullets, and numbered lists. RTF fu…
    Using Smartsheet366
    Dantawn
  • Arrie Hanson
    First post 01/17/20,Last post 01/18/20
    https://us.v-cdn.net/6031209/uploads/279/HE0CDV15MYB2.png
    Using Smartsheet153
    Arrie Hanson
  • Jason Christensen
    Accepted Answer Jason Christensen 18 views 3 comments Most recent by Andrée Starå
    First post 01/17/20,Last post 01/18/20
    one way we use smartsheet is as a task/ to do list. we have 11 programs each with a separate task/to do sheet. I am looking for a way that I can enter information via a web form (or anything that would work reallly) and have the same task …
    Using Smartsheet183
    Jason Christensen