Project Management
Discussion List
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Dashboard with Filters - Best PracticeIn Formulas and FunctionsHi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this…
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One Project - Multiple ClientsIn Using SmartsheetI have one project where certain tasks are paid by one client and the remaining paid by a another. Example: Data collection paid by Client A, Data Cleaning paid by Client B How would I set this up so when the smartsheet project is linke…
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Import Outlook Calendar into SmartsheetIn Using SmartsheetI was wondering if this is possible yet, or if there have been any updates? https://community.smartsheet.com/discussion/how-import-outlook-calendar-smartsheet Importing from Smartsheet into Outlook is nice, but I would love to have…
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Using SmartSheet for Discussions/Messages/ThreadsIn Using SmartsheetHello! We've been using SmartSheet for the last ~9 months and love many of its features (e.g. project plans, Risk, Actions, and Issue Logs, etc). One use case that we haven't been able to find a great solution for, however, is basecamp li…
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Conditional Formatting using a custom formula?In Formulas and FunctionsHi there, So I'm trying to set up conditional formatting to visually alert us if 3 days go by and we haven't followed up with someone. My idea is to make an "Estimate Sent" cell which records the date we sent an estimate and tur…
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The behavior of Duration, Start Date, and End Date fields when dependencies are enabledIn Using SmartsheetThought sharing what I learned about editing these fields in a sheet vs a report could be helpful to others. Please note that this only applies when dependencies are enabled on the project settings. On the sheet when they are all blank, in…
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Cell linking based on the cell value from the source sheetIn Using SmartsheetLet's assume for a second that I have a file that is titled "Project Info". I also have a folder called "Projects". Every file in the project folder has the same columns though the project names are different. In Projec…
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Formula to add "No" to a blank cell, but leave value if not blankIn Formulas and FunctionsOn a Smartsheet project intake form, I have several Yes or No dropdown selections. If Yes, the user must answer additional questions. If No, they do not and those cells are left blank. Auditors do not like Blank cells, so I'm looking fo…
