-
Change parent row from import
We are looking at switching from google sheets to smartsheet and cannot seem to find a way to change the parent row in smartsheets. We have selected every option that we can find, but just not the right one. Note: We want the parent row to be our task name, so that it shows up in the calendar view. Currently it's a number,…
-
Formula to change a cell's value if date is in the past and another column's value is not a certain
Hello there, this is my first discussion and I have a feeling this might not be possible, hehe. I would like the Status (a dropdown list column) to change to a certain value ("Complete") if the Date (a date column) is in the past and the Type (a dropdown list) is not a certain value ("On Campus"). Thank you so much!
-
Can recurring update requests for multiple lines be filtered by complete?
We have a recurring update request sent weekly with all the rows that are assigned to a person (the person is not a licensed user). The person has to scroll through all the rows each time, even if the task is already marked as complete on a prior week. My question is, can the automatic recurring update request only send…
-
Authorisation workflow
Hi, I am in the free trial period with SmartSheet and I am trying to work out if I can make it do what my organisation needs. I want to create a workflow to enable my colleagues to create and authorise projects. At the moment we are using word documents and emails. I have a few questions: · I was hoping to move away from…
-
Transferring a license - effect on sheet access?
Good afternoon, When a license is transferred to another user, does that automatically keep the previous license holder from being able to access sheets/reports under their email address? Blessings, Loann
-
Volunteer Management
My organization has a large event in which we use 250~300 volunteers in the lead up to and day of and we've been underwhelmed with volunteer management tools on the market. We've managed much of our volunteer management over the years via Excel which implies smartsheet is a viable solution that allows us to manage the…
-
Removing Months Headline from Calendar View
Hi, I am trying to print calendars from my sheets without the month headline on the top. I find it to be very confusing as it will not only list the month I am printing, but instead lists the range of months for the first date on the calendar to the last. For example, if I want to print February, it will say at the top,…
-
Using a homeless "By Name List" and setting proper permissions
I work for United Way and we are currently incharge of managing our communities homeless "By Name Lists". In a nutshell, these are lists of current homeless people in our community, and is a way for agencies that provide housing to work together in helping people get housed. Also, because we're a non-profit, we only have…
-
Project Management classes?
I'm wondering if Smartsheet has any recommendations for online classes to receive certification in Project Management. Blessings, Loann
-
Dependencies and Predecessors
I am brand new to using Smartsheets and need help on creating multiple date dependencies. I want to track a myriad of tasks over time, ultimately based on a final event date. Each task has a different due date in realtionship to the final event date, and would thus have a different start date. The tracking document also…