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New streamlined creation experience
Hi Community, We've made several changes that streamline how you create and access content by moving all creation activities to workspaces. This important update brings you a more intuitive environment where content consistently appears in logical locations. Whether you're creating new items, importing files, building…
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Engage 2026 - is this sign-up form legitimate?
I searched for info on Engage 2026, and didn't see anything that looked truly official from SmartSheet HQ, but I did stumble across a sign-up form: Personal Information - Engage 2026 User Conference On one hand, this is exciting because it would be geographically useful for my team, and it falls at a time of year when we…
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Creating new Sheets in "Sheets" folder
As someone who has used Smartsheet for the past 6 years, I'm embarrased to say this but I can't figure out for the life of me how to create a new sheet in my "Sheets" folder! If I browse to the Sheets folder and then click on Create (in the upper right corner or in the left navigation pane), it takes me to the page with…
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Error when trying to transfer Workspace Ownership
I'm a system admin and needing to transfer the ownership of a Workspace over to a Licensed User however when I go through the standard steps (Sharing And Collaboration --> Workspaces --> Transfer the ownership of a workspace) I get the error "This user cannot accept ownership at this time. Please retain your ownership or…
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Complicated IF statement
I'm trying to create a formula that will output a Product category. Below is the formula and I've provided a screenshot of the columns involved. =IF(AND(Folder1 ="default", [Cost Category]1="Printer : Plex", ISNUMBER(FIND("Color",[Cost Option]1))), "Color Impressions", If(AND(Folder1="default", [Cost Category]1="Printer :…
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Milestone Report: how to show parent task or context across multiple project plans?
I’m using Smartsheet with multiple project plans (one sheet per project) and a cross-sheet Milestone Overview report. In the report, I can see the milestone name and source sheet, but not the parent task or phase, which leads to duplicate names (e.g. “Closing Activity”) without context. Is there a supported way to show the…
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SSO Configuration for Entra ID
Hello, We are getting started with Smartsheet and we would like to enable SSO with Entra ID. I passed along the article to my admin to assist. Configure Entra ID for plan-level OIDC or SAML with Smartsheet | Smartsheet Learning Center However, they came back stating they cannot do the configuration because the properties…
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Drag and drop an email attachment isn't working
I am working on a project and need to attach files from emails to individual rows on a sheet. When I drag an attachment from an email in New Outlook, the file does not attach to the row. However, if I switch to the old version of Outlook, and perform the same actions, it will attach. I prefer to work in New Outlook. I know…
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How do I find my account representative/Update Contract Owner/Billing Contact?
How does one go about finding out who our account representative is? I also need to update our contract owner information as well as the billing contact information as both individuals no longer reside at the company. Thank you in advance!!
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Add Formatting to Column Headers
I would like the ability to add color to column headers or to rotate the text 90 degrees to minimize how long a sheet gets with multiple columns which would help visually on a dashboard. Visual from my dashboard currently where the column header can only display in grey: