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Dashboard / task health workstream
I’m using Smartsheet dashboards as slides for a bi‑weekly meeting. I have 10 dashboards, one for each project. Each dashboard pulls data from its corresponding project plan, including workstream health (IT, Operations, Commercial, Marketing) and completion percentages. Currently, the only way I can see what has changed…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Weekly Digest to consolidate individual sheet notification
Batch all notifications generated through workflows for a single program or for any sheet into a single email with a quick summary of why you receive the notification for a sheet and a link to the sheet/cell as appropriate. When team members receive too many individual notifications, they can start tuning them out, a…
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Allow Adjusting Baseline for Individual Tasks (Row-Level Baseline Reset)
Idea / Feature Request I’d like the ability to adjust or reset the baseline for a single task (or selected tasks) instead of having the baseline feature work only at the entire-sheet level. Right now, “Set Baseline” and “Reset Baseline” apply to the whole sheet. On certain projects, especially in construction, only certain…
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Merged: Rebase line individual rows
This discussion has been merged.
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Moving rows to another sheet - Admin access
I have a very simple task list sheet. No timelines, dependencies, Gantt, %complete - just a list of tasks with status, priority and similar. When I set the Status column to "Complete", I want to (manually) move that row to an archive table with the same column set. A popup box says I need Admin access to move rows. I have…
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Data Mesh & Automated Sheet
I have a reference sheet that is connected to a more widely shared "Active Projects" sheet via data mesh. The reference sheet was created to be able to edit rows of the same project type in one sheet rather than dig through all active projects to make updates. The "Active Projects" sheet has an automation to be added to a…
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Templates
Just watched a training video , and he showed a template(s) named "Weekly Task List Template " and "Daily Task Manager " cannot locate this group of templates anywhere ?
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Daily Automations
Are automations set to daily, based on only EOD data or compile all the triggers and send together at EOD? I'm looking for only EOD data and now sure how to get only that in my sheet.
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Connecting Automation to conditional formatting
I am trying to figure out a way to attach automation to conditional formatting. For example, I have 4 columns, with the last one being a checkbox or another standardized trigger. I want to send out a notification that a row has been added, only when the checkbox in the last column is clicked. I set that up already because…