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Resource utilization across projects
Is there a way to see the TASKS a resource is assigned to, across projects? The Resource View only shows which projects and overall Allocation %, I want to see the specific tasks. Thanks!
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Opening a link to a sheet (Smartsheet), while utilizing the Smartsheet App
I have employees that exclusively operate within the Smartsheet App (iPhone & iPad). The sheets that we are working with, contain hyperlinks to other sheets. Upon opening the link to another sheet, while in the app, it redirects the employee to the web version of Smartsheet...it does not open the link in the app. I am…
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Zapier and Service M8 integration with Smarthseet
Hi, I was wondering if anyone has any info on how to achieve what i am trying to do: I have field management software that I use called Service M8 - it works with Zapier to update and or create rows in Smartsheet. We use Zapier to make a new row in Smartsheet and the trigger is when we make a new client in Service M8. That…
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Looking for a way to associate a checkbox in one field with content in another.
I am creating a log of all new, won opportunities. The goal is to catalog the types of services included in each new opportunity. Next, we need to understand the revenue split by service types. I created a web form that allows users to "check" the service types in the opportunity. Next, I need them to allocate the revenue…
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Auto Archive Completed Tasks To Another Smartsheet
Have a smartsheet with about 6,000 rows of tasks with 38 users updating. Since Smartsheet becomes very slow with that number of rows. As tasks are completed we use the move row feature to archive. However we would like to automate this so that when a task is completed it auto archives to another sheet. We have read that…
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Summary Reporting from a Single Smartsheet
I have a single sheet used to log test defects. From this sheet I've created a summary section at the top for Open Items and Items by Status. I need to create another summary "Item Status by Sprint versus Production". I've tried Reports but this does not allow adding a summarization of the data (equivalent to an Excel…
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Helpful Things I've Discovered About Smartsheet (Long)
I've been using Smartsheet for about 2.5 years now and gradually discovered how great it is for many tasks within a our small consulting company. While I originally started using Smartsheet for its project scheduling capabilities on large projects, I've ended up using it for much more. During that time I've discovered many…
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Deleting Sheets that I can't see?
I recently became a Smartsheet admin for my company, though someone else is still the official plan administrator (when it comes to billing, etc.). People have been asking me to delete sheets for them, sheets that I cannot see because I don't own them nor am I shared to them. Is there a way to see all sheets in our…
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Conditional Formatting: "Today is in-between Start Date and End Date"?
Hi all, I built a filter to show my tasks that are due today with a green highlight. However, it does not capture tasks that last across several days (see the different shades of green in the attached image - bright green is a "today" task, and the woodland green is default). How can I extend my conditional formatting to…
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Cards - Can we have support fro split columns
I was watching a video the other day on Microsoft Azure (https://azure.microsoft.com/en-us/resources/videos/242/). There they detailed the ability to have split columns under a single swimlane header. This allows you to further sub-divide the tasks within a category. Is this supported in SS? If not can it be as this would…