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How to Connect Data from Project Metrics to Portfolio Summary
Could someone provide guidance on how to link data from the project metrics back to the Portfolio Summary after a project has been provisioned? I am trying to connect timeline finish dates & status dates back to the Portfolio Summary. Thanks!
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TIP: Calculations on an AutoNumber Column
I've noticed when trying to run formulas on my AutoNumber column, that it doesn't always work. Here's a table of some of the results. For each row I changed the autonumber "Numerical Places" from 0 to 00 to 000 to 0000. You'll see that the results conclude that Formulas on an Auto Number column MUST USE SINGLE DIGIT…
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Changes to Smartsheet login experience: What admins should know
(Updated March 17th, 2026) Smartsheet is relaunching updates to our web login experience. These changes pertain only to the user login flow and do not affect authentication behavior, provisioning, or SSO settings. No action is needed – this refresh simply improves clarity and reduces friction during sign-in. What's…
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Archive Sheets
Is it possible to copy data out of a sheet and paste the values to another sheet. The original sheet has formulas, linked cells and reference forumulas. I want to copy and paste multiple rows out of the original sheet into a new sheet and keep the data static for future reference.
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Sheet Summary changes overwritten by other users - can this be prevented?
I have a sheet that has sheet summary values I occasionally need to update the formulas for as factors change however I've found that when other users are updating the sheet (it's a testing sheet) the changes I make to sheet summary formulas are overwritten as those users update their test statuses. Aside from making the…
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Looking for Best Practices: Smartsheet Task Management & Analyst Notifications
Hi Smartsheet Community, My name is Chris Miller and I work at Penn State Health as a PM. I’m looking to gather some insight and best practices from others who are using Smartsheet for project planning and team coordination. Specifically, I’m trying to refine how we manage task assignments for technical analysts within our…
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How to create a unique number via formula or how to autonumber via formula due to existing autonumber type column?
All, The way my Smartsheet workspace works: Every time the Status column of a particular request in Master sheet is changed, the entire row is automated to be copied to Status Tracking sheet. The change is timestamped as Change Timestamp and the Subsequent Timestamp is recorded in Status Tracking sheet with every…
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Group Columns in Grid
Hi! I use a really large grid-style Smartsheet to track all aspects of project development and health. It would be very helpful to have a way of grouping columns. The hierarchy for rows works great, but I think with columns I am just looking for a way to clean up my views. I feel like the best (and only) solution right now…
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Upcoming Deprecation of Smartsheet's Integration with Google Chat
Hi Community, We will be deprecating the Smartsheet Integration with Google Chat on May 29, 2026. What this means for you: After May 29, 2026, any users who already have the Google Chat integration installed will stop receiving notifications, updates, and requests from the Smartsheet chat bot in Google Chat. However, they…
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How can stakeholders search within a Dynamic View?
Hello! This is my first post in the Smartsheet Community - thanks in advance for any help. Problem: I’ve created two Dynamic Views that consolidate data from multiple systems into Smartsheet. Each row represents a unique SKU, and stakeholders need to search by SKU to view multiple status columns coming from different…