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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
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Checklist for Airbnb Cleaners
Hi all! I want to create a checklist for the cleaners who turn over my airbnb properties. I know how to create this checklist but there are a few specific things that I need it to do and can't figure out how. Any advice would be appreciated! 1) This checklist will need to be filled out each clean. That means there needs to…
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Coverpage for Tempaltes
has anyone come up with a creative way to combine a template with a cover letter? So example - we use smartsheet to gather requirements, we want to deliver those requirements to our customer at the end of the project in a polished package. Right now, we use the export to PDF, and add a few notes in the provided comments…
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RYG Formula Average
Is there a way to take the average of the RYG colors and roll it up to an overall summary for a section and then the overall section to the overall project summary? I've included a snapshot of what I'm talking about.
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Auto Downfill?
Is there a way for smartsheet to implement an auto-downfill function that allows users to input their desired formula into a column heading that makes every cell within that column (including cells added in the future) populate with said formula? This can help users decrease their time entering formulas and allow ease of…
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completed task names auto skipping other tasks?
Hi, I am trying to create a project where depending on a certain task completing or not, the project sheet auto skips other listed tasks. This is very simple, but very hard to communicate via words what I am trying to do. For example, lets say I have a project that lists out how to drive a car. Task 1 is does it have gas,…
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Creating a Purchase order spreadsheet
Wondering what template might be the best way to create and share a purchase order system for our construction projects. I want to add links, pictures, pricing quantities etc. Can anyone help with this
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Dashboard Tutorials with data
Hi, Can anybody point me to dashboard tutorials that include sample data? I would like to complete the tutorial at https://www.smartsheet.com/how-set-project-management-dashboard-smartsheet however it doesn't include the data that is referred to in the tutorial (unless it is available and i am just too thick to find it?)…
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Forms
Hi There, I am trying to create a form to collect data. But I was wondering if the following things are possible: * How do you change the number of options in a dropdown list, e.g. let say I create a form with a dropdown list of 3 options and then later I want to change it to 4 or more? * Is there an option to select…
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Send a Form as PDF attached to an email
Hi, Could we have a form generated as PDF in Smartsheet and sent by email to a specific user (email address)? So this user could fill it and send it again. I checked we could have the form sent as link by email, but I need to know if it is feasible to transform it to PDF and send it by email. Any suggestion or solution?…
