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Seeking Assistance with Smartsheet for Task Management
Hi all, I’m very new to Smartsheet and am keen to explore its features with the goal of eventually rolling it out in my work area. I have an enterprise license assigned through the Government. In our area—Media and Corporate Communications—we receive many tasks through Microsoft Outlook. These often include requests for…
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Create chatgpt and other LLMs integration connector
Companies are adopting LLMs, either popular options, or their own versions built in house. It would be a useful feature to create API/Connectors similar to Jira Connector, allowing users to connect their Smarsheet account to their preferred LLM (either a popular choice or an in-house option) inside smartsheet. A company…
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Work Breakdown Structure (WBS) - Column Formula Configuration
Hello Everyone, Recently myself and two fellow Smartsheet Sales Engineers, @Lea Gikas and @Dave Stanley got together to create a WBS solution powered by Column Formulas. We wanted to provide the resulting configuration to the community in case some may find it helpful in executing project management solutions, this…
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Recording the Date when a Status changes in a column
Hi, I am looking to build reports on how long it took for a status to change into another status. I have read some of the previous solutions; record a date automation, but it seems like this isn't working for me. When I am trying to create the automation it gives me only one option in the "record a date in" > "select a…
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Linking the project timeline
How do I point the overdue tasks and Project Tracking Rollup to the project timeline that I renamed within the project folder? I am able to do this in metadata, however I do not see where to make that change elsewhere.
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Math Logic Formula - IF THEN ELSE?
Hoping someone can help with what I think is an IF, THEN, ELSE logic math calculation. I created an IF, THEN formula but now need to step it up. Need to create a formula that will calculate an amount due based upon a previous formula but there is a minimum and maximum ceiling to the amount that can be due. We enter an…
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Ready Status Solved - I hope this helps everyone
I've seen a lot of posts with people trying to figure out how to parse out predecessors so that they can set the status of the next task to "Ready" or something similar. I came up with a solution that worked for me, I figured I'd share it. This solution takes care of the various dependency types and lead/lags. 1) Create an…
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Timeline View: Can you view a full decade - or - export the full view?
Struggling with how to view a full project in Timeline View. Duration is ~10yrs, but only seem to be able to view 3yrs at time within Smartsheet. Need to see full view (10 years) in a single screen. Is this possible? It is possible within Gantt, but is elusive in Timeline View.
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How to set up a dynamic intake form with multiple logical criteria for different questions
The Smartsheet intake form foundation lacks so much dynamic functionality and does not meet other applications minimum standards when it comes down to setting couple or logical multiple criteria on when a question should show/hide. I tried many ways to set up a logical criteria where if a user selected option 1 for the…
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Dashboards have same name. How do I tell what dashboard I am have been asked to grant access?
I have sets of dashboards for each location and 40 locations. Usually I can tell by who is asking for access, but today it was a personal email. I want to let the location know, but I have 40 versions If I look at the link for "Share dashboard" I wondered if the sheet name might be there or a way to figure out the link…
