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Project Task Rollup Report Template Question
I was using the Smartsheet Template for Project Tracking and Rollup, and one of the reports in that set is called the Task Rollup Report. I was trying to replicate it for another Project Plan I was using (not as a part of this template set) and can't figure out how it's getting the fields that are in the drop down for…
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Meeting Scheduling Management Templates?
Hi Everyone! I hope you're well. I've looked through a gazillion topics and postings and not quite finding what I'm looking for. I'm hoping you can help me with either a template or suggestions (the former is preferred). Basically what I'm needing is a way to track meeting scheduling (not project-related) for scheduling…
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Smartsheet users in The Netherlands
Hello, We're using Smartsheet in our R&D department to manage product development. In order for us to make a next step in using Smartsheet functionality and building more complex dashboards, we are looking for Smartsheet users in The Netherlands or Benelux. Please reach out to me if you are or know someone. Thanks, Rob
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Can you help me make or identify a template for my project?
hello, I am an instructional designer at a large community college (my license is through the college). We do not have workflow or dynamic view or datac connection options licensed… no extras as far as I know. I manage some complex sheets but I have not yet mastered how to create or use templates or create a project that…
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Managing complex, multi-sheet schedules
We are building a large multi-family project. We set up our schedules to be broken out by building permit shell and units. There are 99 sheets in total built using the standard project template with some customizations. Our plan was to roll up these sheets into reports that would allow a project manager to easily update…
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Is anyone else losing their mind over the changes Smartsheet is making without announcing it?
I don't understand why Smartsheet changed these icons? They no longer match what is used in a Workspace or Folder. When I teach Smartsheet, I use the icons (sheet/grid, report, dashboard, template, folder, workspace) to help people understand at a basic level what Smartsheet is made up of. THESE make absolutely NO sense…
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Report Attachment Improvement Request
I currently utilize smartsheet automation to notify my clients about multiple time-sensitive issues. Presently, these notifications are sent as emails, with new rows highlighted in yellow. However, since these emails are customer-facing, I would like to ensure they align with our company's brand by using the generate…
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Is there a way to create a search box?
We are wondering if anyone knows how to build a public facing sheet that has a search box where customers could type in a word or two and then have it return any hits. The data that would be searched could be linked to another sheet and that file would not need to be viewable on the public one. Is this possible?
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Project Templates
I am creating a system to manage projects within our core business. To fully manage the project I have several sheets, reports and dashboards. Some of the sheets are tied together with automation copying rows and recording dates. The multiple reports are gathering data from the sheets to be displayed on the dashboard. The…
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Docusign clearing formulas once complete
This became a problem in the recent year but I have a Docusign fill out mapped to one of my SmartSheets and maps in the cells to the areas I fill out on a line basis. I will go through my usual process and send the Docusign however, once the Docusign is signed by the recipient and then completed by me, the entire row will…
