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At Risk Formula Update
Currently using the Onboarding Template Set and in the Sheet Onboarding timeline, I have the Risk flag set, the current formula is to flag if the end date is in the past and the status is not compete (for the row)formula is =IF(AND([End Date]9 < TODAY(), NOT(Status9 = "Complete")), 1, 0) but I need to update it because I…
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Copying Workspaces with Dashboards
We have a workspace with several sheets and dashboards. We want to copy this workspace for each incident we activate for. Is there a way to have the links within each dashboard automatically update to the workspace/sheet location? Currently we have to go into each dashboard and update the links - very tedious. We are using…
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Customized Buttons in Dashboard/Portal
After seeing very nice dashboard presented in Best in Class Project Management video I tried to start developing something similar for our organization. However I'm struggling with creating customized buttons (like "Home", "Portfolio Dashboard", "Departments" etc) that you can see on the top of the dashboard that is used…
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Using Employee Directory template
While using the Employee Directory template embedded in a website, is there a way for this information to be displayed in a way other than forcing a user to scroll through an entire list? For example, is a user able to type in a name and be taken to a smaller list based on their input? Also, can the list be limited and…
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Can you send multiple Docusign Templates based on the row criteria?
We have setup the docusign + smartsheet integration but I am trying to figure out a way for me to pick and choose which of the 8 documents I need to get included in the docusign envelope as each row will be different. For example, one row may need documents 1, 5, 7, & 8 while another may need 2, 3 & 4. Without building out…
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Template and use of formulas
I am using a project plan template and have some formulas on the Health prebuilt - however if someonee adds another task via insert (which they should be able to do) it does not carry/maintain the formula on the newly added Health column. Please advise.
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Creating a Very Basic CRM
Hi, I have the need to create a very basic tool for tracking the interactions between 12 internal employees and 80 external doctors who we work with. This seems like a mini-CRM (Customer Relations Management) tool, but is far more basic as it doesn't worry about sales and such, so many of the sales facing CRM's are way…
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Legal projects/task management sheet
Hi, I’m part of an in-house legal department. The company has different departments and different types of contracts/advice they require us to produce. To track the work, I have created one sheet for the legal team to use, covering all main "legal work" categories and then broken down to sub categories, tasks and then sub…
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Can I add something to color code for blank cells?
Hello, I am using the following formula to represent health color for individual rows: =IF([Start Date]40 > TODAY(), "Blue", IF(AND([% Complete]40 < 1, [End Date]40 < TODAY()), "Red", IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", "Green"))) This formula works well for what I need except that I use a template project sheet…
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When saving as a Template do the shared filters carry into a new sheet created from the template?
I have tried this several times but the filters I create before saving as a template do not appear in the derived sheet. The check box above leads me to believe the filters should be in the template.
