Using Smartsheet

Want to know more about using forms? Interested in better understanding automation? Want to see what's possible with dashboards? Post your question or discussion to Using Smartsheet.

Discussion List

  • Any templates or sample of multiple project dashboards?
    In Using Smartsheet
    Our small company does several projects at a time and all of them basically follow the same project plan. We created a nice template that contains the dozen or so tasks in our project. Most of the reports and dashboards I've tried to crea…
    2128 19
    2.1K views 19 comments Most recent by Paul Newcome
  • Unable to Down Part 2 of the Product Certification Exam
    In Using Smartsheet
    For some reason, I'm unable to download the Exam Folder to complete Part 2 of the exam - Feature Manipulation Exercise in Smartsheet. When I attempt to download I receive the following error message "Your account has reached the maxi…
    Accepted
    18 7
    Accepted Answer 18 views 7 comments Most recent by Paul Newcome
  • Conditional Logic in Forms
    In Using Smartsheet
    Is there a way with conditional logic if you answer the question to skip to another field? For example. Lodging Needed? If the person filling out the form says no, I would like them to skip over all the remaining questions pertaining t…
    Answered - Pending Review
    4 4
    Answered - Pending Review 4 views 4 comments Most recent by Meredith Krueger
  • Maximum Logic for Conditional Forms?
    In Using Smartsheet
    I have an intake form which asks something like: "Select the Offices that you have staff in" and has a multi select of all of our offices. Then if they chose X, Y and Z, The logic fields would say "How many staff do you have…
    Answered - Pending Review
    575 8
    Answered - Pending Review 575 views 8 comments Most recent by Meredith Krueger
  • Best Practices for Schedule Tasks that are "Not Applicable"?
    In Using Smartsheet
    I am wondering if anyone has any simple best practices to address Schedule Tasks on a templated project schedule that don't apply. Standard options I have encountered are: Keep the task and either leave it at 0% complete or set it at 100% …
    Accepted
    21 3
    Accepted Answer 21 views 3 comments Most recent by Genevieve P
  • Proofing feature
    In Using Smartsheet
    Hello, Just following up on Jennifer's question. Our team has been using the proofing feature, which we love, but with the reviewers not able to access previous versions to check edits has been a challenge. Is there a way to get around thi…
    Answered - Pending Review
    8 1
    Answered - Pending Review 8 views 1 comment Most recent by Genevieve P
  • Automation not working
    In Using Smartsheet
    Hi All, I have an automation set up which i receive but one of the other people don't. He receives other automations but one of them he doesn't. He receives the alert when i assign a row to him, but not the create cost sheet one. Any i…
    Answered - Pending Review
    7 3
    Answered - Pending Review 7 views 3 comments Most recent by Lockie Stewart-Baker
  • User name instead of email address
    In Using Smartsheet
    Hello there, I created a form to ask questions. In the related sheet, I am able to have "Created by" or "Modified by" which both give me the email address. I need the name. Is there any any option that gives me the Firs…
    Answered - Pending Review
    24 2
    Answered - Pending Review 24 views 2 comments Most recent by Genevieve P
  • Additional Fonts
    In Using Smartsheet
    Hi, I noticed an old post that asked the question about having additional fonts in the platform and I wanted to open this back up. Is there a possibility that a wider range of fonts can be available? Thanks
    Answered - Pending Review
    11 2
    Answered - Pending Review 11 views 2 comments Most recent by Paul Hammond
  • Workflow
    In Using Smartsheet
    Hoping someone can help I have set up a workflow so where there is a specific product code (for example SSB12018BAP) is entered into the smart sheet it automatically copy's that whole row into a new sheet, is there any way if that origina…
    Answered - Pending Review
    9 1
    Answered - Pending Review 9 views 1 comment Most recent by Andrée Starå