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Collaborator
I was on th ebasic plan for many year snow over 15 years, now my collaborators needed a few new sheets and I wanted to clean up my workspace. Once I upgraded to pro my collaborators are unable to upload files, unable to message me, regardless of the status I give them. Now all we do with smartsheet is load scope of work…
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Trying to pull most recent information from another sheet
Hello! I'm trying to pull the most recent data from a reference sheet and my formulas just aren't working. My first column needs to find the matching EID and then pull the most recent date (since the same EID can have multiple test dates, but I want the most recent). Once I can figure this out, I'll need to pull the…
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logos from other companies appearing in approval and update request emails?
Is anyone else experiencing an issue where logos from other companies are being included in the email notifications from approval and update request automations? Yesterday, we noticed that our approval request and update request emails are showing company logos from other organizations rather than either our own logo, or…
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Workflow Causing an Infinite Loop
I have a workflow that is periodically causing an error that reads "This workflow triggered itself directly or through another workflow. Please modify the workflow so it doesn't cause an infinite loop."
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Current User Report Filter to Include Group Memebers
I currently have a report that is filtered to show tasks assigned to the “Current User”. The Current User may have teams members who help them – say User A has three assistants. I would like the Report to allow the assistants to also see the tasks assigned to User A. There are multiple Users who have assistants…
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RAID Log for Program
Hi All, I’m looking for some ideas and suggestions regarding RAID logs. I currently manage a portfolio of 18 projects and would like to align each individual RAID log with a program-level dashboard. Does anyone have a RAID log template they’d be willing to share? Additionally, I’d appreciate any guidance on how to…
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How to best present Gnatt
Hi, What is the simplest way to show client during a TEAMS meeting a Gnatt that is detailed and requires zooming in? When I download the Gnatt, you cannot zoom and the PDF look meh because it is 6 pages.
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New Portfolio Reporting
I am loving the new portfolio feature that was recently released! The ability to easily create reports across workspaces is something we've been waiting for. But I have a question about what will happen when we close a project and no longer want the data to show up in a report. With the portfolio feature, the workspace is…
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COUNTIFS - count the number of dates that fall within one month
Hi Community! Hoping you can assist. Can you tell me what is wrong with this formula for counting how many publications that fall within one month? =COUNTIFS( [Publication Date]:[Publication Date], >=EOMONTH(TODAY(), -1) + 1, [Publication Date]:[Publication Date], <=EOMONTH(TODAY(), 0) ) The date in the Publication Date…
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working with multiple due/done dates
I have a sheet that has 20 cells that are dates Due and Done for 10 categories. I have an Overdue Week column that I want to show "Yes" if a Due date is prior to current week. I managed to do that, but once one date leads to a "Yes" it never changes even if the task is completed and marked in the corresponding Done cell.…