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Record the time when specified criteria are met
Hello, I'm new to Smartsheet and I want to set up a workflow that records the date and time automatically when a previous column's value is changed to "Yes". I know there's a template for recording a date when specified criteria are met, but I couldn't edit it/find one to automatically record time. I see that there was a…
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Project Status Report > Horizontal View
In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in…
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Copying Data from Locked Cell as Editor
My team is looking to lock a cell so that only admin's and owners can edit the column, but we need our other team members with Editor permissions to be able to at least copy and paste the cell and have the data move with it to a new row. Currently, an Editor cannot copy the cell and paste and have the data show up in the…
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Shortcut & Hyperlink accessible to Non Smartsheet users
Creating Dashboard, Sheet to centralized all links to other sheet in a Workspace. I need non Smartsheet user to easily navigate from sheet to sheet to collect data from them. My tasks: Creating Workspace out of a template. Publish sheet Insert hyperlink to freshly created sheet/Dashboard Share Master sheet to non…
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Recurring Tasks
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
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Changing / Moving Existing Profile Data - Intake Sheet to Project Sheet
Hi!! We have a large program & want to change where some of our Profile Data fields are being entered without breaking things / renaming fields / doing a ton of avoidable repairs. I'd love some advice on common issues / the best approach! ------- Program Setup (for reference if needed, feel free to skip to the goal 😊) Our…
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Company Holidays
Currently Holidays can be configured in 2 locations on Smartsheet. At the administrator portal and at the sheet level. It would be ideal if at the sheet level you could select pull in holidays from your administrative settings. This should be something you can do when creating a new sheet from a template so that you do not…
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Check In/Out inventory log
Hello, I am hoping someone has an idea for a solution to my problem. I have an inventory that keeps track of giveaways. I created a second sheet with a form to fill out how many of each giveaway I pack for each event. I count the giveaways that come back after the event, and I need a way for this to reflect the number…
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Project Collaborators Schedule Report
Hello everyone, I hope you're doing well. I'm new to SmartSheet and currently working on my initial projects and automations. I have a project group and would like to create a report in the project management office that allows me to identify all the collaborators involved in each project and in which months they will be…
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How do I set up something in Smartsheet for Multiple Projects with the same tasks for each?
Hi, I've spent way to long trying to figure out if Smartsheet can do what I want it to do so I thought I'd ask the experts. I have about 70 events a year and 150 tasks to complete for each event. It is just me working on this so I don't need to assign or escalate. I need to have reminders on certain tasks for different…