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Taking a dashboard "snapshot" as a pdf and attaching to a given row
While the header of my question seems confusing, hopefully an easy solution exists somewhere. I have a complex smartsheet's dashboard created which has metric widgets filled with values that update every time a new form is submitted to a sheet ("sheetX" for later reference). What I want to do is try and capture a part (or…
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Formulas In Templates Reference to another Sheet
Is there a way to save a sheet as a template that has formula references to another sheet and be able to easily change the reference when using the template? I have a summary and detail sheet that I want to create a template for future use. The summary references the detail. I'd like the Summary sheet to maintain links to…
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Connecting two Templates with formulas
I have a group of sheets that i have created templates for. I was wondering if there was anyway to have the formulas in the sheets not break when templates are created and to point at each other instead of having to be redirected every time a template is used. Ex: Sheet 1, 2, & 3 all point to each other. I have added all…
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Formula Function - SMALL for dates with duplicates (ERROR)
Hi, I'm currently using a formula to INDEX my sheet and pick up the smallest date in a column, and then display the 4 smallest (or soonest) dates in that column to pull into my dashboard. The formula is as follows: =INDEX([Project Name]:[Status], MATCH(SMALL([Next Milestone Date]:[Next Milestone Date], 2), [Next Milestone…
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Inventory
Is there a training video to show us how to do the inventory and features? We want to use this feature but I need some training.
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Creating a new project from a template and updating row information using Zapier
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…
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Editing Chart Widget
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.
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Workflow utilizing data uploader and a template
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…
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How to Create A Template Set
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??
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Sheet Permissions from Template
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…
