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Project Tracking and Roll up
I have used this already for my overall project tracking and the dashboard. I tried to use template for another Project by saving as new the template set. Why is the set showing me a copy of the previous template set and not updating with my current project plan?
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WorkApps
Tried experimenting with WorkApps this weekend and I am super excited about it, but I do have quite a few questions and blockers at this point, who can I work with to try and get answers or resolution of the issues? I don't want to keep pasting them into new, individual messages and cluttering the community. But I do have…
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Automate RYG For Project Tasks
Hi All 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 task status is Not Started: 1. Scheduled End Date is behind today: Grey. 2. Scheduled End…
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Can I remove the "initiative" level in the OKR template set with out breaking any built in formulas?
I am wanting to use the OKR template for tracking my individual Objectives and Key results. I find the added "initiative" layer in the Objective worksheet to be unnecessary and distracting. If I outdent my KRs and delete the initiative level- will the template set still function as intended?
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Numbering rows
Hi, I wanted to know if its possible to have the entry number as the Function + RAID item(R,A,I,D) + number. For example, if its risk 1, in function 1, I want the entry number as "Function 1. R.1" and if its Issue 3 in function 3, the entry number should be displayed as "Funciton 3. I.3" and so on. Please help. Thanks!…
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Recommended workflow for testing/updating in one sheet and then moving updates to Live sheet
Here's my current workflow and I know there must be a better way. I have a TEST Smartsheet that matches a LIVE Smartsheet In the TEST sheet I make requested modifications to columns and formulas. Once completed I am manually modifying the columns and formulas in the LIVE sheet to implement the changes. This is way to time…
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Template Set Links to Plan from Milestones
Hi, I'm new to Smartsheet and currently trialling to see if it will offer what we would like to achieve for Project Management. I am using one of the Template Set that are available to download and having problems with understanding how the Milestone sheet and Plan sheets are linked. I've added Milestones on the Plan some…
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Move / Copy Rows Within a Template
I have a project template Workspace setup, and I would like to be able to copy rows from one sheet to another within the Workspace. The problem I'm running into is that when the Workspace is copied to create a new project, the "copy to" sheets do not update to the newly created sheets. Instead rows are copied back to the…
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Medical Publication Tracking- what is best template to start?
Hello, Any insight to the best Template or Template Sets to use to initiate: --basic tracking for medical publications (ie, manuscript development; congress abstracts & posters & presentations) --with "at risk" elements; or Red, Yellow, Green notifications Thanks!
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Credentialing Tracking with Smartsheet
Looking to setup credentialing system and database with smartsheet. For instance, submitting application, tracking, approvals, expiration dates. Any ideas or format to setup the system will be appreciated. Thank you
