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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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How do I gather and display info for this dashboard widget?
Hello Everyone! I have a dashboard that is tracking the progress of several projects. My audience had requested a visual representation of where each project is in the PM Phases Initiation, Planning, Execution, Monitor and Control, Closure I have created a sheet summary report that shows in words where each is is but they…
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How can I add a widget to show overall project health, pulling data from a Master Timeline?
Hello, I am trying to add a widget to my dashboard to show the overall Health of a project. I already have a health column in the sheet I will be referencing, and I have added a chart to the dashboard showing the individual tasks and their Health, but I want to add a widget (please see below what I am looking for) based on…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Dashboard - Page Break Line/Preview in Edit Mode
I, like a lot of people by the sounds of it use Dashboards as more of a way compile my data and display it in a visually pleasing way. As a result, my Dashboards sometimes are more than 1 page long. It would be great to know where the Page Break is i.e. a clear line visible when in Edit mode The current way I am working…
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How can I create a chart on the dashboard with multiple lines showing trends?
I have a sheet below that will be updated every month. The goal is to see trends throughout the month. There will be separate charts for the last 2 columns (Claims and $ Value). What my thinking is having Month on the Horizontal Axis and Claims or $ Value on the Vertical Axis. There will be 22 lines, each representing a…
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Getting a total to Show up in a Chart Dashboard
Is it possible to get the total of a sheet report (summed up for a total) to show up in a chart widget for a dashboard. Below is the total from the sheet summary along with the current chart on dashboard
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Templated Sheets and Dashboards
Hello! I have been trying to do some research into this and all of the previous questioned posted were all from some time ago (3,4 years!) so I wanted to revisit the question. I am working on a means to create a templated sheet that is automatically tied to a dashboard that does not require someone to manually switch the…
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Line Charts in Dashboards - Need two lines on one chart
Hi there! I'm building a dashboard from data I'm collecting from and individual and their respective manager. The individual rates themselves on a metric each week. The manager rates the individual on the same metric each week. I convert the ratings to numbers and put them in a row their own row - one for the individual…
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Attachment Hyperlinks
Hi! I am trying to use connect a cell with an attachment on the same row as the cell so that I can display the information in a dashboard. The goal is that when a user clicks on the cell that is displayed, it opens the attachment it is linked to. I can add links for documents outside of Smartsheet, but the link for the…
