First off, having scheduled email across the entire platform would be a godsend on its own. Such as from a report. This way i can have only the information i want them to see is sent. Secondly, sending an email based on a condition. Basic example, if a box is check, send the email at such dy and time. Is there a better or…
I'm new to the community and Smartsheet . Does anyone have a template for a capital raise or know of one that I may use? We're a start-up raising our first round and I need to keep track of to whom our investor docs have been given, who on my team introduced us and next steps. Thanks for your help!
hi everybody .. I have a simple sheet to calculate the revenues and expenses and gross remaining in the treasury (balance) .. But This sheet has a specified number of rows, and each time if i add a new row must I add the calculation for the row to get the total (balance). How can I add a new row and takes the same…
trying to establish a quick summary report for Senior Management. want to sum the amounts in the contracts column, if the status of raw items are green and the date is happening before end of may. highly appreciate your guidance.
Has anyone created a template for construction comparing %completed, %programed and %paid vs the date? to be able to graph it something like this
Hello, I am having trouble with a formula. I have 3 date columns, and 1 status column. I would like the status to change with the input of a date in the columns. Here is the reasoning for the question. I have "Ready Date", A "Start Date", and a "Complete Date". When a date is in the "Ready Date" column, I want the status…
In webforms I have to make each item a column that I want info to flow into. Can I make those column print inot a row later? A long row info from columns is too much.
Im trying to develop a sheet for a Quote Estimate to Customer with customer details auto added from contact sheet?
I have a harvy ball that shows the progress to completion on a task. Is there a way to send a conditional alert to someone on the task line when the harvy ball gets to a 1/4 or 1/2 full? or even when it changes value (other than any change) Also is there a way to get a tickle when a sheet is not complete and has not been…
Is anyone using Smartsheet for their restaurant clients? My thought is to setup a wordspace run everything from new employee forms to inventory counts.