I am trying to find out how I can lock all of my documents in a particular sheet that I am sharing. I have a large amount of documents that I want people to be able to locate and read BUT I need to be able to control whether or not they can downlaod these documents. I know if I link the sheet to a document I have in my…
Hi I'm wanting to use SS more in how we do resource planning. One thing which is quite painful is the output from the export on the resource view. What would be easier as a complimentary tab on the excel export is a more "Pivot table usable" output, for the same range so something like Date Project Resource Allocation this…
I use smartsheet as a project management operation for my office. I'm using the auto-number field to create a request number associated with the request, {YYYY}{MM}-0000. I would like the 0000 number to start from 1 each new month. Is there a way to do it other than manually entering in 1 at the end of each month?
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
I use templates as my archive system. I want to share my template sheets with my supervisor, but I don't see a way to share templates. Can I? If not, it looks like I can move the sheets to a workspace to share. Should I build my archive in Workspaces instead of under templates?
How do you change the setting for the checkbox column? I want the whole task to be crossed out if the checkbox is checked as done. I copied this from an old Smartsheet account and that setting didn't carry over. Thank you!
Is there a way to access a web form on the android app? I can access the form on the desktop version and through the email link but I don't know if it's accessible on the app. Does any one know?
As a new user I'm working my way through the Smartsheet product. Thanks to the 'best answer' in this post I was able to calculate the Effort (or Energy), which is visualized by 1 to 5 people-icons; this way Duration can be set or calculated for regular project planning, but in Card View this is automatically shown by an…
The task that I am trying to accomplish, is to complete a complicated mail merge for mass email. The mail merge function in MS Word or Google Docs sends out emails based on each row in your excel data sheet. Each row equals 1 email to 1 recipient. The issue is that multiple rows of data have to be sent to 1 recipient. If I…
Hello, I am very new to smartsheet and still quite inept. I have a smartsheet that I am using to track a student I am mentoring. There is a coumn titled 'Completed'. This allows the student to check when a specific task is complete. I want to be able to show the percentage complete based off how many boxes are checked as…
