Good afternoon. I am currently using Zapier to automate the creation of a project sheet once an initiative gets approved on a log. The current configuration is the following: * New initiatives are captured into a sheet called "Initiatives Log" through the use of a form * Approval of the initiative is captured on a column…
I am using a pre-built template dashboard and am trying to see the data that the chart widget is referencing which is displaying on the dashboard but am unable to determine what data is being used.
So here at my company, we have a project template. This template contains many setting, functions, workflows and conditional formats that help organize our information. We currently generate an excel template similar to the one in smartsheets then copy paste into our template. My question is regarding the best way to get…
I've created several project management files (sheets, reports, dashboards). How can I save these as a template set (package) for others in my organization to use/download? Or is it save as a workspace??
Can someone check my logic here? I have locked rows in my timeline templates that have formulas in them (VLOOKUP for a project summary at the top) that I need my PMs to not edit. Currently, they have admin permissions and can delete the formulas. It was suggested to me to make them editors in the workspace, but they'll…
Hello, Are we able to lock comments on rows or sheets do that they stay to the top?
Hi all, I'm new to smartsheet and have also purchased their Jira integration. I'm curious as to how many others here are using this integtation? There's a lot of quirks with the integrations so wanted to see what others thought of it and how they're using it. Cheers, Imran
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
Hello, I am relatively new to Smartsheet and am interested in hearing how folks are utilizing Smartsheet’s Meeting Management template set. My organization is looking at potentially using the meeting management template for our meeting agendas and minutes but are running into a few snags. We are considering using the…
I'd like to show a sheet in the dashboard in both: 1. Grid view 2. Calendar view WHen I publish the link to put on the dashboard, it only one or the other. Please tell me there's a way to publish in multiple formats!