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how can I add on the roll up table my contact list of mangers so that the formula work
i have tried adding the email - the name but it doesn't work ! this is the formula I have used and referenced the assigned to and status column
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Fix Errors in the Cash Flow Templates
Link: https://www.smartsheet.com/content/cash-flow-forecast-templates I downloaded just one of the templates, the 12 month cash flow. I quickly spotted these errors, there may be more: One of the months had a beginning cash balance of $0 instead of being fed from the ending balance of the prior month. The other monthly…
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Hyperlinks - Copying a Folder set where links stay with new sheets
Please tell me there is a solution for this.. I have a set of sheets, reports and dashboards. In one of the sheets there is a project plan and I've created hyperlinks to the relevant reports/dashboards within that folder. When I copy the folder, the hyperlinks refer to original sheets/reports and not the new ones. I've…
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Leave of Absence Template?
Hello! I'm super new to SmartSheet and I've looked for a template (can't find one) for Leave of Absence. Is there anyone out there using SmartSheet to help them track the minutiae of employees out on leaves of absence (FMLA, non-FMLA, etc), tracking if medical notes have been received, returning employees in the HRIS,…
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Template sharing within the community!
Love the community building, better yet when one of us has made a great work product, turn it into a template and share it. Make a community template library! Include owner's contact information should someone have a question. Then when someone takes it and makes it even better, share it again! Hyper-Collaboration!
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Automatic project creation and reporting
Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for…
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PMO Template
I am struggling with the PMO template and the Schedule Health column in the Project Plan, which is indicating 'Red' even after a Task is complete, with this formula. =IF([Schedule Delta (%)]@row > 0.1, "Red", IF([Schedule Delta (%)]@row > 0, "Yellow", "Green")) Could I use a formula to ask it only to count if "Status" is…
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Create templates WITHIN an existing workspace
Hi, We need the ability to create and use a template set within an existing workspace, without it creating a separate workspace. Steps: Create> browse templates> create from template but IN an already existing workspace without creating a workspace labelled with the template name.
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RACI Matrix Template
Hey, does anyone have a RACI matrix template that they like to use in Smartsheet? I can't find on in the template section and online I am only finding Excel, sheets, and Word templates.