My list of smartsheets continues to grow everyday, which makes it difficult to scroll/search for a particular sheet. How do you manage your list? Or is there a way to archive sheets and view them again at a later date?
Workspaces is how to manage them. We set up a Workspace for each Region, then folders within that to make the organization even more straight forward.
If you have Control Center, there is an automated Archiving process you can use. If not, you could set up a Workspace called Archive that you can move sheets to when they get out of date, but you could still reference them if needed.
*last tip. If you call it zArchive it will sort to the bottom of your list.
Hey Smart Heads, I have another question about our beloved topic of formulas. Background: I have a autogerated column with row created date. In the file, rows are added in 2 ways: In bulk, by senior auditor Ad-hock by auditor I would like to diferentiate these two types of inflow. I came up with an idea of finding…
We had an employee leave and we are unable to edit the fields directly in the smart sheet. They had some kind of system set up where their fields were being populated via a dynamic view. I can not longer access this view because the person in question left our org. Is there a way to get access to that view now their…
What I intended to do is super simple: bring two sheets into one Row Report and do a simple pie chart on the status field. -> Source Data: two sample sheets A&B have exactly same fields. and the status is a dropdown list with single value -> The roll up row report, only picked the status field from the two source sheets.…
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