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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…
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Using Employee Directory template
While using the Employee Directory template embedded in a website, is there a way for this information to be displayed in a way other than forcing a user to scroll through an entire list? For example, is a user able to type in a name and be taken to a smaller list based on their input? Also, can the list be limited and…
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Can you send multiple Docusign Templates based on the row criteria?
We have setup the docusign + smartsheet integration but I am trying to figure out a way for me to pick and choose which of the 8 documents I need to get included in the docusign envelope as each row will be different. For example, one row may need documents 1, 5, 7, & 8 while another may need 2, 3 & 4. Without building out…
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Template and use of formulas
I am using a project plan template and have some formulas on the Health prebuilt - however if someonee adds another task via insert (which they should be able to do) it does not carry/maintain the formula on the newly added Health column. Please advise.
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Creating a Very Basic CRM
Hi, I have the need to create a very basic tool for tracking the interactions between 12 internal employees and 80 external doctors who we work with. This seems like a mini-CRM (Customer Relations Management) tool, but is far more basic as it doesn't worry about sales and such, so many of the sales facing CRM's are way…
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Legal projects/task management sheet
Hi, I’m part of an in-house legal department. The company has different departments and different types of contracts/advice they require us to produce. To track the work, I have created one sheet for the legal team to use, covering all main "legal work" categories and then broken down to sub categories, tasks and then sub…
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Can I add something to color code for blank cells?
Hello, I am using the following formula to represent health color for individual rows: =IF([Start Date]40 > TODAY(), "Blue", IF(AND([% Complete]40 < 1, [End Date]40 < TODAY()), "Red", IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", "Green"))) This formula works well for what I need except that I use a template project sheet…
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When saving as a Template do the shared filters carry into a new sheet created from the template?
I have tried this several times but the filters I create before saving as a template do not appear in the derived sheet. The check box above leads me to believe the filters should be in the template.
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I don't want grid lines to display on my dashboard. Can these be removed (or made not to show)?
Using the Employee Contact List - Template Set, I have created an employee contact list, with reports broken out by teams. When I add the reports to my dashboard, the grid lines show. Is it possible to remove the lines so that just the text shows? Thank you! Pam
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Getting Started Tutorial for Customers
We have built out a 'project portal' of sorts made of up several sheets, reports, and dashboards. I'm looking for anyone who has done the same and/or built a 'getting started guide' for customers to understand how the project will be managed utilizing all these components (information, status, collaborations, etc.). Anyone…