I am trying to automate a workflow with Smartsheet. It starts with a large survey (external to Smartsheet--Forms can't handle the requirements), whose results are inserted into a Sheet.
Whenever a new row (survey result) is added to that …
Using Smartsheet72Mike Mitchell
I have a very large worksheet - almost 80 columns wide. Of those, about 20 are formula "Only" columns where personnel will not enter data.
I would love to use the same form, select from the drop down and the fields auto-populate…
I understand I can likely do this with a very, very long VLOOKUP or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy.
I would like to have a form where someone selects one op…
Formulas and Functions2379Dajah
We use a standard project plan (~100 tasks/steps) as a template for our team, and it gets copied for each new project. There are ~6 tasks on the project plan that drive Jira task ticket creation. Instead of adding extra columns to the st…
Using Smartsheet25Garo Stone-DerHagopian
I'm looking for the smartsheet template that was shown in the Audit, Compliance & Security Solution Guide. The guide links to a site that no longer works - I was hoping to locate the template for the pre-audit checklist on page 5 and …
Using Smartsheet115Mindy Johnson
I'm trying to replicate the Task Rollup report that is available in the Smartsheet templates. However, for reasons I can't figure out, I'm unable to get different values for the Status column to populate the columns like the template does.…
Using Smartsheet41Cy Sack
I am 2 months new to Smartsheet and enjoying the journey thus far.
I am working on developing a "master template" of tracking Objectives & Key Results (OKRs). In doing so, using the Maste…
Using Smartsheet21William Laurento
i am very new to SmartSheet. I am working on the project template which can help to highlight some tasks that have been overdue with RYG. Need your kindly help on the formula...
1. If task status is complete: Green
2. If the tas…
Formulas and Functions331David_Peng
We have a bid invite sheet that we fill out with prospective jobs (each row is a prospective job) to bid on. It has multiple columns of Data that if we decide to bid on the job would need to be transferred to our sales/esti…
Hello everyone! 👋
I've created a workspace for a project which includes multiple sheets, reports and dashboards which all link together. It's something I've put a good bit of work into for a while!
Is it possible to use this as a templat…
Using Smartsheet24Nicholas Major
I have about 80+ projects running simultaneously. In each project sheet, I have some basic project information & metrics (duration of each milestone calculated from actual start & finish dates) which needs to be tracked and ana…
Using Smartsheet38Abhiraj Joshi
is there a possibility to display 2 logos at the sheet level?
I know that I can include a logo image to the workspace and that will replace the "smartsheet" logo from all files within that workspace. But what I am trying to d…
What other options do we have to format the sheet better, perhaps even in sections?
Merging some cells will help get rid of the lines and make things look better spacing wise.
Our small company does several projects at a time and all of them basically follow the same project plan. We created a nice template that contains the dozen or so tasks in our project.
Most of the reports and dashboards I've tried to crea…
Hey everyone! As a Product Marketing Manager here at Smartsheet I am always thinking about how we can produce content that helps you work more efficiently. Especially now, we are producing new Template Sets that will help you and your orga…
The New Work/Life Reality582Hunter Reed
I'm working on developing a template workspace for our PM to use, that will eventually roll up to a PMO workspace. We plan on getting licenses for the PM if we go to production after the pilot. Each PM has multiple clients so they would …
Formulas and Functions24Fernando Flores
I am using the Communications template Smartsheet has available. I modified the categories to suit them to our business. I went into Report Builder to modify the report and the categories do not appear to select. Just for testing's sake…
Using Smartsheet20Donna T
The "Smartsheet Formula Examples" template, while very helpful, appears to have a variety of issues with cell references that have been moved over time. Somewhere around row 26 things start to get weird.
Is this only on my copy o…
Formulas and Functions48Jamie Bedford
Using Smartsheet39Bryant LeBlanc
I have a master sheet that I plan to replicate multiple times retaining all configuration I have done ie workflows, attachments, predecessors. It appears that saving as a template and saving as a new sheet would retain all of those featur…
Using Smartsheet88Leslie Sutula (US - IFS)
I am trying to build an expense report sheet for external attendees that come to trainings. Is there a way to allow them to submit each expenses separately through a form but then somehow automatically group rows together so that we are o…
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The New Work/Life Reality137Anna Mkrtchyan
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken pla…
Hoping there's a few Smartsheet super users out there that can help!
I've created a pretty flash client specific dashboard which pulls in from one master project template, which is is also linked to about another 10 seperate re…
Using Smartsheet3David Slaughter
Hi! I have not found this topic discussed yet. We'd like to do a couple of things with our intake forms.
1. Make the intake fields conditional. Some surveys are set up so that what you chose in field A. will affect what you see for the fi…
Having an entire dialog for text and number formats would make much more sense to me.. combine the currency, percentage, thousands and decimal places into it's own dialog box.
We really NEED a way to save and modify the formatting of comm…
Formulas and Functions289Ezra
I've created a folder containing templates for sheets and reports all linking to a dashboard for a status report. I want my team to be able to copy these and use them for their partners. How can this be done easily? If they create the shee…
Using Smartsheet23Alison Shen
I have a sheet serving as a software upgrade checklist template "model", (not an actual template, because it contains cross-sheet functionality, which is lost in templates).
The sheet includes rows of tasks and a column containin…
Using Smartsheet26Kevin Segrist
Hello, I have a couple of questions. I am looking for the formula in the "estimated days to completion" column. It doesn't appear to be included (Screenshot 1). Also, how do I reset the request ID numbering to start at 0 again (S…
Formulas and Functions51Hans Millican