Hi I am pretty new to Smart Sheet and have mainly used it for Project Plans so far. I am now looking at using it for forecasting for delivery consultants. I have created a sheet and form for them to enter forecasting for delivery for a particular customer in a given month. I would however like to be able to create a…
Can you group rows or columns liek you can do in Excel so that you can click on a symbol or such and open up a section of information for easier viewing?
Hi - I'm working in the agendas, and in the template, there's upcoming, past and new agenda submissions. In the dashboard, it has previous agendas and upcoming agendas... How do I get that to update to the next agenda? The first meeting I did is over, do I have to make a new form for the next meeting and link it, or can I…
There is probably a easy explanation or fix for this but I can't figure it out. I have a sheet with about 10 editors that as things move on the sheet it needs to be resorted (sorted by a due date). For some reason I am the only one that can sort the sheet, the Sort option is greyed out on all of thier sheets - I've…
Our team is unable to access reports. They won't load and end with an error. Is anyone else having this issue at the moment? I have been adding conditional formatting to some sheets today. Is that known to cause errors with reporting?
Hi, Is there a way to restrict the date range on reports with the gantt view? i.e. I only want to see the next 3 months, next 9 months etc. Thanks!
I'm trying to create a live copy of sheet1 so I can filter and share with execs. I know I can link sheets but I don't want to do that every time a new tark is added. Is there a way to create a copy, add filters and have it updated as soon as I add new tasks?
I see in your help documentation that changes to discussions and attachments do not affect the Modified Date type of System Column. Is there a reason for this? If a week-long discussion takes place within the discussion feature of a row, the Modified Date element makes it seem at first glance as if the toipic has not been…
I have a report tracking all new sheets when added to the folder in my workspace. The report does not recognize this new sheet and I have to manually go into every report (many) to add it to the sheet list. Is this an error in the workspace interface or am I missing a checkbox somewhere?
I have a text column that has formulas and conditional formatting already added to it preventing me from changing the column type to a dropdown list. It is spread across several years of spreadsheets making a larger conversion to a list time consuming. I have a request for Report Filters to have the drop down list similar…