A PICK Chart is a very effective Lean Six Sigma tool used to categorize process improvement ideas https://www.vertex42.com/ExcelTemplates/PICK-chart.html I am still a newbie using Smartsheet -- is there a template or can SS be created to match the example "Action Item List with PICK Ranking" shown in the above URL (near…
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
Hello Community!! I am attempting to build a solution set for an internal training/learning organization who has to go build very complicated trainings for technical staff. Each agenda will contain modules.... Modules will house the table of contents for topics needing to be covered under each module. There could be a few…
How do I create a form to update a data? For example, I want to just click the row line and a form will pop up so I can update it and save rather than scrolling the line item from left and right to fill in the blanks. Hope anyone could help. Thanks.
I am looking to use smartsheet to set up stakeholder mappings and communication plans, etc. I found there are a few templates for stakeholder map, stakeholder analysis, stakeholder management, etc. Has anyone used these? Any best practices to share? What did you use for your key column (we will have mulitple stakeholders…
Hello - I currently work with a spreadsheet that has multiple TABS - I am looking to move that spreadsheet over to Smartsheets and I was hoping someone could offer a template I could use. I have 6 different TABs - each tab has about 30 columns and 20 rows. (It is a multi-layered event planning checklist of sorts) Any help…
I’m always interested to hear if someone else has figured out a better way to do something, so feedback is welcome and appreciated! (: Example Sheet: Hierarchy Formulas & Conditional Formatting I like to use colors to help guide me through a sheet and I have settled on a process that works for me. *See Picture* Minimum…
One of my favorite formatting tricks is the disapearing checkbox. This trick allows your header rows to look clean (without blank checkboxes). Check it out: https://www.smartsheet.com/blog/support-tip-formatting-tricks What's your favorite formatting trick?
Hi all, I'm struggling to think of a way to aggregate data that changes weekly. I will try and describe as best as I can! We have a sheet that financial advisers fill in weekly (separate sheet for each adviser) to show various information as attached in the screenshot. The adviser updates this weekly every Friday, and adds…
I work on some pretty complex projects and the templates we use have hundreds of tasks that are linked together using the predecessor column. Each project is slightly different and we usually need to delete certain tasks to refine the template into a new project plan. It can be a pretty big pain to delete some of the tasks…
