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Show ONLY 1 Project's Gantt in a Sight
I am building a Sight for just 1 project. It has the project's title, an overall report, and then a report that shows just the status comments. The last widget I want to put on the Sight is JUST the Gantt chart for that particular project. How do I show that?
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Passing values from a report
I'm trying to create a Sight that shows a high-level overview of a portfolio of projects. If the user clicks in the widget within the Sight I'd like them to go to a more detailed report on the project that they selected but only the project they selected - not all the projects in the sheet. Is this possible? Thinking of…
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Basic Project Management Suite Template
Everyone, I am in the process of creating a set of sheets, sights, and reports to manage the projects for our team. We don't need anything fancy or complicated, just something that will allow us to track our project tasks, project charter information, and a project dashboard. It occurred to me that someone in the community…
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Here we go!! Ready to roll out our BETA project plan!
After a couple of weeks learning Smartsheets and simplifying our project plan, we are ready to beta test our PM Lite template. https://app.smartsheet.com/b/publish?EQBCT=f5644ec0fe854b2b9c3bf74084bf86d7 It's still pretty rough but with a group not use to a formal PM process it should get us started on the right track.…
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Notification and Report of open tasks for all smartsheets
Is there a way to create a weekly notification that has enclosed within it a report for each user's outstanding tasks from all of our active smartsheets? In other words, I have 30 projects and in those 30 projects, Lisa and Dave have tasks. I want to remind Lisa and Dave each week of all the tasks that they have in those…
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Sending multiple rows in vertical format
In a report, is there a way to send to an email recipient two rows at the same time in vertical format? Victoria
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Autogenerating a report to send to an email recipient
From a report, I would like to auto-generate an email for a new row added. Victoria
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new feature on engage conference:approval request
Hi, I have difficulty to understand new feautre of approval request. I am a property management company and every month need to upload financial report to client web site. Accountant create financial report, then account manager need to approve, after account manager approve, client approval, them mail room will mail…
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Send Row Default Fields
Greetings, Will there ever be an option to save the "Send" (by row) "Include" options to be reused. I found a work-around to create a report with only the pertinent fields, but this is unwieldy. Example: When I have a support ticket to answer, I do not want all of the fields to display in the email and going through and…
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SIGHTS report formatting
I'd like to reformat a report on a SIGHT board, i.e. make text smaller to avoid an expanded column in the view. Is there a way to lock the column widths? The default is too big and the imported report won't resize. thanks!