-
How to set up Bridge to concatenate predecessors?
I have a document tracker that uses a simple Gantt (all FS) to track documents and their predecessors, and worst case scenario, could have up to 5 or 6. Without using helper columns to log a 'Predecessor 1', 'Predecessor 2' etc. that might lock me in to a maximum quantity (in case of more complex projects cropping up), I…
-
Core App Certification
Hello, I was planning on taking the Core app certification exam and it says Purchase Required on the page but there is no place to purchase. It also says "Access ending soon" when you navigate to the page with product certifications. Can someone explain what is happening?
-
Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
-
Need Help Transforming an Excel Checklist into a Smartsheet Form
Hello Smartsheets Community, I need some help in taking the attached Excel Checklist and turning it into a form. The checklist is broken out by category and then by "need" and "want." What is the best way that I can layout this checklist into a Smartsheets form? Any help / ideas would be greatly appreciate it!…
-
Warning when adding items to a collection
Hi everyone! I have a workspace. I created a collection within that workspace. I add items from that same workspace to the collection. For any item selected within that workspace, I get a warning that I am adding items from outside of the workspace. Everything works fine afterwards but that is still annoying to get an…
-
Untitled Cards
Hello, I can't for the life of me figure out where to change the <untitled> section of the cards in board view. Any ideas? All the other information on the cards is populating fine, just can't figure out where the untitled comes from and how to change it.
-
Comment Notifications - Who all gets notified?
First time posting, long time fan of SmartSheet. 🥰 We have a group of people that need to get tagged consistently in comments for email notifications, and we want to cut down on having to "tag" in the same conversation/comments section. My question is: What determines a conversation that "I am following", where I am not…
-
Custom Visualizations in Card View: horizontal rows & swim lanes
I would like to be able to customize the Card View to different layouts, instead of just columns or swim lanes.
-
Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
-
Conversations
When I send a conversation on a sheet and put @ and the persons name, do they receive an email with the comment?