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Use a form to trigger a new project
I'm trying to automate the onboarding process for new hires. Here's what I want to accomplish: We hire a new employee, the manager fills out a Smartsheet form and based on that form it starts an Onboarding Project sheet that is a template. Can I do that? If so, how?
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How do I track incoming emails in a Smartsheet?
We are getting slammed with inquiries to our info@ gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
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Managing working parent and "homeschooling"
As a single mom- and full-time employee, COVID-19 brought unique challenges to our household. I both wanted to keep my kid's education progressing while maintaining progress at work. I quickly realized we needed a schedule to maintain sanity. I created a template to schedule our days. I'm a week in and finding a lot of…
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When I try to download Project Templates I get a message saying I already have them.
I choose 'save as new' and nothing happened. My sheets list does not show any templates. How do I download the templates?
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Auto-populate smartsheet template from form entry
I have a tracker smartsheet that has a form attached to it. When a new entry is submitted, is there a way to auto-populate a new smartsheet template for every entry?
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Where is the COVID-19 dashboard
Hi all, In the press I read that Smartsheet has released a COVID-19 dashboard for the community - https://www.geekwire.com/2020/smartsheet-q4-revenue-51-78-5m-heres-company-responding-covid-19/ Where can I find this? Thanks, Victor
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Test log
Can someone provide some insight to creating a testing log? Either point me to an existing Smartsheet template set that can be massaged to fit my testing needs or have a test log template set that you are willing to share.
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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…
