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Help with using the PMO template to Manage an IT projects
Hello, I have a digital transformation plan that is set to span 3 years. I want to use the PMO template to setup an environment to manage plan. An IT PMO workspace of sort. I have a number of questions on best practices, managing projects sheets among other questions on how to setup the 7 domain projects that has other…
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Not able to register for Smartsheet Core Product Certification
Hello, I have been using Smartsheet since September 2024 and am planning to take the Core Product Certification. I have hands-on experience building forms, update requests, automations, trackers, and custom formulas. I am currently progressing through the Builder Certificate of Achievement (BCoA) learning path in…
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Enable Financial Summaries in Dynamic Views
We use Smartsheet predominantly for roadmaps, annual budget planning, and portfolio reporting. The functionality of Dynamic View would solve issues related to easily sharing sheets, specific rows/projects without sharing the underlying sheet, but we are forced to give a large number of users Editor rights to our Intake…
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Be able to hind the dynamic view title so you can use the dashboard titles
Be able to hind the dynamic view title so you can use the dashboard titles. Currently the name you give the Dynamic view always shows on a dashboard. This causes problems in administring the dynamic views and in displaying to clients. We would like to hide title like we do with the other objects in smartsheet.
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Annual/Recurring Tasks
Hi all! I am trying to create a recurring due date for annual tasks. Currently, I have columns for Due Date, Next Due Date, Status, and Annual? checkbox. Ideally, when the Due Date is in the past and the Status is "Completed", I would like the row to essentially reset to "Not Started" and a Due Date of the same date + one…
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Move to and Copy To Window
We have thousands of sheets (8 sheets per projects and 5000+ projects) in our environment. One feature that does not work is selecting a row in a sheet and choosing “Move to Another Sheet…” or “Copy to Another Sheet…”. The action spins indefinitely and never loads the list of available sheets even when typing in the sheet…
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Import Excel issue
I am getting this error during importing excel into Smartsheet. " This field may not be more than 50 characters long". Any experience anyone has? Any solution in your mind? Thanks
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Freeflow field for Approval within Automation rule
Hi Team I have an automated approval process working; however, I have been asked if the Approver can also add comments. I have added an Approver's Comments column, but I can't seem to make them active during the approval process. Thoughts?
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Newbie Question - Need new sheet column to reflect what is on another sheet
Hi all! I'm new to Smartsheets and am struggling through learning how forumulas work still :-) I need column A in "Sheet 2" to reflect the value of column A on "Sheet 1" in the same row. So for example if row 1 on "Sheet 1" is 'Apple' then I want column A on "Sheet 2" row 1 to also say 'Apple'. I've done some searching and…
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Admin Control: Turn on / off banner messages from Smartsheet
The recent SSO banner message has raised more questions / chaos for our company than it helped. Other banners also cause confusion. We should have an admin control to turn these on / off globally. A nice to have is a switch by message where we could turn on/off.