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Tracking of RYG Status changes
We have a fairly complex sheet that we use to track survey requests between us and one of our clients. One of the columns is a Status indicator using RYG balls. Both us and the client collaborate on the same sheet. We use it as follows: Green - Survey on track and continuing Yellow - Issues on the survey that must be…
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Feature Request: Timeline within Smartsheet
One feature that MS Project had that I've had a hard time working around is a timeline feature that is part of the application. I understand that SS integrates with Office Timeline, but I have to pay for this, manually manipulate this, and I have to recreate a timeline each time deliverables change on my plans. We have a…
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Link Globodox Document Management Software with Smartsheet
Hi. We have a cloud based server where we are saving all our files documents and we'd like to consider linking this with Smartsheet. In this way, we could upload files from that server and at the same time, back-up our sheets therein. Is there a way we could do this? Thanks in advance.!
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Importing sheets the way it was before it has been backed-up
HI. Our Company is just using T3 Smartsheet Plan, thus we have a limited number of sheets that can be used (150) and a limited storage capacity of 300GB. Our plan now is that after every project/engagement, we are going to back-up every sheet together with the attachments and columns therein to our local server and delete…
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Contacts and Web forms
Hi Everyone, I am relatively new to smartsheets and there are two things I have been trying to work out adn for the life of me can not find the information to show how its done. The first is having a field aut populate based on picking a contact e.g Contact name = Gary Bee then the next cell should auto popolate with Gary…
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
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How to calculate effort relative to working hours?
As a new user I'm working my way through the Smartsheet product. Thanks to the 'best answer' in this post I was able to calculate the Effort (or Energy), which is visualized by 1 to 5 people-icons; this way Duration can be set or calculated for regular project planning, but in Card View this is automatically shown by an…
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New Client Sheet Generator?
Hello, I have a Web Form which Account Managers complete when a new client is to be added to a 3rd party tool. This data transfers to a smartsheet where an email is sent to our 3rd party tool notifying them there is a new client. This data contains the client name, address, phone, email, and POC. At this point, I am…
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New Comment Format Causing Confusion
We have been using the old Discussions feature for the last 3+ years as a way of entering unrelated notes on projects rather than as a way to send messages back and forth between users. The recent transition to Comments has made all our notes look like replies to previous notes when in fact they are totally unrelated. To…
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Nested IF formula using additional AND/OR logical functions
Hello everybody, I am struggling with creation of formula for defining Invoice Status Symbol (RYG). Geeting the UNPEARSEABLE error message. My formula is right now as follows: =IF(TODAY-[INVOICE DUE DATE]11>30,"Red",IF(AND(TODAY-[INVOICE DUE DATE]11>5,TODAY-[INVOICE DUE DATE]11<=30),"Yellow", IF(OR(TODAY-[INVOICE DUE…
