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Help Article updates September 2025
Hello Community, We’ve published new videos on these topics: How to use sheet settings in Sheet settings in table, board, and timeline view How to use filters in table, board, and timeline view in Filter your data in table, board, and timeline view How to set up a sheet in Create a sheet To view the entire catalog of help…
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[GIVEAWAY] Celebrate 20 Years of Smartsheet!
Hello Community, You might have noticed by the title, but we have a huge milestone to celebrate — the 20th anniversary of Smartsheet! We wouldn’t be here without you so join us in celebrating with some Smartsheet trivia and enter for a chance to win commemorative 20 year anniversary swag. As we celebrate the past 20 years,…
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Custom error messages for column links
September 17, 2025 You can now define a custom error message per mapped column in the case where column links do not return a record match (instead of the default #NO MATCH). Learn More Environments availability: (options available to list, separate with comma, Commercial US, Environments availability: Commercial US,…
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Enhanced predecessor cell editing for dependency management in table view
September 16, 2025 We recently expanded dependency management in table view. In addition to editing task start and end dates, users can now define and manage predecessors directly in the sheet, making it easier to keep project schedules accurate and aligned. Predecessors let you link tasks so that dependent dates…
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It's here! The Smartsheet Professional Certification is now live!
Hello Community, You might remember back in July we launched the Builder Path, and today we’ve got even more good news. I know our Community members are always excited to level up, so get ready because the new Smartsheet Professional Certification is now officially live! This is your moment to establish yourself as an…
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[Giveaway] Help Us Pick Our 2026 Questions of the Month!
Hey Community, Remember that popular Question of the Month in July? The mid-year goals check-in was your idea back in January, and here’s a little secret: we liked it so much that we scrapped the question we had originally planned! That got us thinking — we should be asking you for inspiration more often. Believe it or…
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🚀 Move Faster & Think Bigger with AI: A Smartsheet Live Event
Curious how AI will transform the way you work? Join Smartsheet leaders, AWS, and Futurum Research as they share our AI vision and real-world ways to work smarter, move faster, and scale your impact. We’ll be sharing: An inside look at soon-to-be-released Smartsheet AI tools How agentic AI is impacting collaborative work…
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Dynamic View resilient report-backed views now generally available!
September, 9, 2025 Introducing Dynamic View resilient report-backed views. With this change, users accessing views built from reports will no longer lose functionality when the report owner is inactive or missing. Users will still be able to insert or update rows in report-backed views, regardless of ownership status.…
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Top board view enhancements to help you quickly find and organize your data
Hello Community, Board view has quickly become the Smartsheet view of choice for users who prefer taking a more visual and interactive approach to task management. We’ve heard your suggestions around how to make finding and organizing data in board view even more intuitive and delightful, and we’re excited to share some…
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SmartStories - Helping you Work With Flow!
Welcome to a new edition of SmartStories, let’s explore the incredible ways your fellow Community members transform their work with Smartsheet, and how it helps them Work With Flow. In this new episode, your peers reveal how Smartsheet has helped them turn daily challenges into smoother, more efficient experiences. Get…
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Roundup of top timeline view enhancements (January - August 2025)
Hello Community, If you’ve used timeline view, you already know it helps teams visualize and manage date-based work in real time. It reimagines how work is managed in Smartsheet, allowing users to easily track tasks and milestones, group information by theme, and adjust plans with clarity and speed. Whether you're building…
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The new Overachievers are here! 🤩
Community, join me in congratulating our 13 incoming and incredible Smartsheet Overachievers who will be joining our returning members this year! @AdamSYNH (Adam Collins) @A.Veloso (Andrei Veloso) @florian.zbinden7 @Isis Taylor @Ide AirTrunk (Jamie Ide) @joey.w.razzano @kmalone51256 (Karen Malone) @Karen_Pytel @Kristen…
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Automating Seat Management now generally available!
September 3, 2025 System Admins can now automate Provisional Member approvals through IT service management (ITSM) systems like ServiceNow, Atlassian, or Freshservice. The newly available integrations streamline seat management and reduce administrative workload for System Admins at organizations with large numbers of…
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Important update for Free plan users regarding table view
UPDATE AS OF SEPTEMBER 15, 2025: The below-mentioned changes are now in effect for users in the Free plan. — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — Hello Smartsheet Community, We’re excited to share an update that brings you a more modern and collaborative way to work in Smartsheet—table view. Built…
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Community Corner Newsletter [September 2025]
Hello Smartsheet Community, Hope your month is off to a great start! Picking up where @Georgie left off with last month’s edition, I’ve got some exciting updates to share—including a chance to win a free pass to our annual ENGAGE conference (cue the confetti 🎉). As always, your thoughts matter to us, so don’t forget to…
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Data Shuttle Delete Workflows
September 02, 2025 With this feature, Data Shuttle users and System Admins can delete Data Shuttle workflows individually or in bulk from the Data Shuttle dashboard or archive page. Learn More Environments availability: Commercial US, Commercial EU, Commercial AU, Smartsheet Gov (released 09/16/25) Plan availability:…
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Comment Resolution now generally available!
August 27, 2025 Users can now resolve comments in conversations across all new views and file library. This update makes it easier to manage and close out open items then filter to see resolved comments. Environment Availability: All Plan Availability: All Subscription Model Availability: Legacy and USM
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[GIVEAWAY] Ready for ENGAGE? Win a Conference Pass!
Hello, Community! Our favorite time of the year is right around the corner. Smartsheet ENGAGE 2025 in Seattle will be THE place to be from November 5–7, and we'd love for you to join us. Ready? Here's your chance to win a FREE ENGAGE conference pass. How to Win: Tell us — What would you pack in your ENGAGE suitcase?…
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September Question of the Month - Join the conversation and receive a badge
And just like that, September is here! We had some delightful responses to last month’s question, did you see them? You are all making this such a great space that the most popular answers included — the people, the supportive spirit, and the cool wisdom nuggets you learn from your peers. Couldn’t be happier with those…
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Register now! User Group: Tips, Tools and Stories to Spark Adoption and Engagement
🗓️ Wednesday, Sept 10 | 10–11 AM PT 💡 In this User Group, two Smartsheet Mobilizers will share how they’ve used resources from our Mobilizer Program , things like swag, customizable decks, templates, and community connections — to get Smartsheet off the ground in their orgs. They’ll talk about what worked, what didn’t, and…
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Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
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Dynamic View Issues
Is anyone experiencing issues with Dynamic View? We have noticed the following over the last week or so: Slow load times Filters getting rearranged Some users not seeing updates made to the underlying report. Thoughts?
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SUMIFS with date and category referencing another sheet
Hi - I have a cashflow chart that I want to pull expenses into by category and month. The expenses are located on another sheet with a dropdown list that is the same on the cashflow chart. I have tried this formula but it is not returning the results - just $0.00 =SUMIFS({Expenses Amount}, {Expenses Category},…
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No longer able to attach file
I have had no problem dragging and dropping attachments on rows within my smartsheet until today, it just keeps saying "1 file failed to attach"
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SU
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DataMesh Note Section
Within DataMesh it would be really helpful to include an additional field to provide a description of what workspace/purpose etc. that the DataMesh config is applicable to. Currently I have ~50 configs for various workspaces. I have come up with a naming structure however I am limited to how much space I can use.
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Help with IF FIND Formula
This discussion was created from comments split from: How to collect multiple Successor values?.
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Turning OFF Request for Smartsheet license emails to System Admins
We are currently on the legacy collaborator plan. A few weeks ago, we suddenly started getting "Request for Smartsheet license" emails. It seems as if users are able to request a license through the application. We have Account Discovery turned OFF and our Custom Upgrade Screen is NOT Enabled and there is no link to a…
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How to Have Children Rows Updated based on Data from Parent Row
I am setting up a sheet which will have many parent rows with many children connected to them. There is a column called "Escalated to AM?" which is a drop-down with the option to select "Escalated". There is another column called "Escalated?", which is a checkbox column. I want to add a formula to the "Escalated?" checkbox…
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API Support to Create and Update Sheet Filters
Hi Smartsheet Community and Product Team, Our team relies heavily on Smartsheet for project management and dashboard reporting in our enterprise environment. We recently encountered a challenge where a critical dashboard widget depends on a "Milestones" filter (a shared filter that shows rows where a checkbox column is…
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👋 Hi everyone, I’m happy to be here!
🏥 Where I work & role I’m a Grant & Development Coordinator at a community-based organization that is also a certified culturally specific behavioral health provider. Our work blends behavioral health, community health services, public health programming, and a cancer support center. 📊 Background & Smartsheet experience I…
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Accessing Smartsheet sheets shared with non-licensed users
My company has the Smartsheet Business Plan and I have a Smartsheet license. I've created several sheets and shared them with multiple stakeholders who do not have a Smartsheet license. Some have indicated they are having issues viewing the sheets. I've checked their email addresses, and they are correct. Some are…
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Hubspot Integration for .EU instance
There is currently a Hubspot integration readily available to connect data into Smartsheet.com We have received an increased need to be able to also connect Hubspot data into smartsheet.eu Is this on the roadmap? If not this would be a great enhancements for many customers.
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Program Toolkit: How to rename program through control panel & Keep existing cell links.
I have several program folders with smartsheet templates connected to a blueprint, managed by Control Center. My question is this; How do I change the program name of a folder and its sheets while retaining all existing cell links? Additionally these programs roll up into other sheets for reporting and dashboards, These…
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Counting with multiple criteria
I dont know what im doing wrong here, im trying to count anything with Mentoring and if Q1 is found =COUNTIFS({RelatedGoalWoW}, HAS(@cell , "Mentoring")) + COUNTIFS({Quarter}, HAS(@cell , "Q1"))
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Planned vs Actual Charts
Hi everyone! Looking for suggestions on how to show planned vs actual in chart format. In Excel, we can have a line that shows numbers or percentages for planned and another for actual and then put it into a chart which shows the planned line and then actuals in a bar graph. I've provided an example below. Looking to do…
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Help with addition to formula
Hi, i need to make an addition to the below formula please. I need to add if column type is issue and impact score is 4 - gray, 3 - red, 2, amber and 1 green =IF(AND(Type@row = "Risk", ([Impact Score]@row * [Likelihood Score]@row ) >= 20), "Gray", IF(AND(Type@row = "Risk", ([Impact Score]@row * [Likelihood Score]@row ) >=…
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Pulling dates across different Sheets
Hi, we are using Smartsheet for our construction company and are looking for some assistance. When I create a new programme/schedule I use a new sheet for each project. We use a lot of the same subcontractors across multiple jobs and are looking to avoid clashes of dates for subcontractors on different jobs. Is there a way…
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Auto Colouring Gantt Charts
Hi, We use Smartsheet for creating schedules/programmes for a construction company, we use a lot of the same subcontractors across the different projects. We are trying to be more organised and Smartsheet is certainly helping with that. What I am trying to do currently is when I put in the title of the subcontractor e.g.…
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When will resources for self-studies be available (and other questions)? (Pro Learning path)
Hi! I'm working to expand my knowledge in Smartsheet and I feel I've been stuck in limbo with the current changes and still waiting for updates. I have core and project management certs and was on my way to take the Sys Admin when it (imo rather abruptly) product cert when it got removed. I work mainly through self…