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Reporting functionality on dashboards
I am trying to pull together a view of my portfolio that takes 7 projects and pulls the milestones. I want to be able to have the seven projects each be able to expand/collapse individually, ideally from the dashboard, however, I'm having difficulty figuring this out. Seems like it is an all or nothing setup. I have my…
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Mobile app not showing "New" Chart. Error: Content Unavailable
I have a dashboard where I have setup a chart using the AI assist to capture the leaderboard for a scavenger hunt. The chart widget shows up fine in the desktop smartsheet app and browser. But in the mobile app the chart widget shows as "Content Unavailable". In doing some basic troubleshooting I made sure all users are…
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Can I illustrate 3 different schedules in Smartsheet?
Hello, I have read tutorials and seen videos of how to do the typical Current schedule vs. Baseline schedule type in project management, including illustrating both of these on the Gantt chart. Sorry if this has been an old topic and I'm new to trying to use it in one additional complexity where I need to display Current,…
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Resource Workload Tracking
Is there a way to take the expanded view (I think it's called Workload schedule) of Resource workload tracking and embed it on a dashboard? I do not have the additional premium app of Resource Management but am looking for ideas for how to see my portfolio of projects with all resources assigned. I have turned on workload…
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Automating Data Consolidation from Multiple Sheets to a Summary Sheet in Excel
I manage several projects, each with its own Excel sheet containing detailed metrics in a consistent format across all sheets. The sheets include columns like 'Start Date,' 'End Date,' 'Budget,' and 'Progress.' I want to create a summary sheet that automatically pulls key data from each project sheet and updates it in real…
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Some team members can't assign others
We've recently started a new ticketing system on my team using Smartsheet. Overall it's going well, except for some reason, some of my team members are unable to assign tickets to others. The names don't show up when they start to type it in. I've checked, and they have the same access as everyone else. What could be…
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How to create Icons into a Dashboard
Wondering if anyone knows how to include a link on a Dashboard to other Smartsheet grids/ reports with icons (not just a list)- here's an example :
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Use of Contact List not working today
I downloaded the request engagement template(s) and modified them for my business. Yesterday use of a contact list for notification was working, today it's not. I have recreated the workflow from scratch and added a new contact list column as suggested in blogs sequentially. Still not working. What does work is when I…
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New Links Disappear! URGENT!
I am creating a new metrics sheet from year prior version (which might be the issue). I an entering new links to 2026 data and the link disappear on refresh. Why and what do I do? I have a Jan 30 deadline
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Add 'sort order' to Filter Views
I love the Filter Views feature in Smartsheet, but it would be really useful to include Sorting options in the Filter View dialog as well. Some of my filter views require sorting by different columns, and currently it's a bit annoying have to manual sort each time I change a view.