We have to archive (over several years) and be able to search our meeting minutes for accreditation purposes. I can use the Meeting agenda sheet (Meeting Management set) for both agenda and minutes. How can I save the July agenda/minutes and create a new agenda/minutes sheet for the August meeting? Should I create a…
I'd like to establish a row that holds our release schedule. Every three weeks I'd like some visual marker that indicates that we've got a new release. That seems possible in Smartsheets, but establishing a cadence of milestones seems to require individual rows for each release. Is there a way to place markers without…
I've figured out how to automoatically share sheets and templates to multiple people with workspaces. Is there a way to build a template so that every time I create a sheet from the template it will also have the same notifications built in as well?
Hi, I recently realized that Smartsheet has a major flaw in rolling up % Completion. In Smartsheet %complete for a Parent is calculated as a weighted average of %completion of the immediate children times the duration of the Parent. For example in the following Project, the overall % complete shows 50% where the correct %…
Is there a way to create a hyperlink on a form that then leads to a Create as New menu so that people can easily create copies of an existing folder?
I am looking for a real-world example of someone using the employee Objective and Performance Review Template for an IT manager? Do you find it useful and easy to use for managing your managers? Anything you can share would be greatly appreciated.
I've seen posts that contain links that create an action, such as "click here and a copy of that sheet will appear in your instance of Smartsheet" I cant find the OP, and cant recall if she was staff perhaps, but the link worked. Is it possible then for me to create links to actions, for instance a link from that would…
Hi All, we have a simply custom API which will take as input an employees ID and return their management chain. We would like to call this API as part of a simple smartsheet form we built such that their supervisor's ID can be inserted as part of the record in the smartsheet. Are there instructions as to how to embed a…
Hi there Smartsheet community, I don't know if anyone can help me? I am trying to work out a formula to calculate the number of days between 2 dates, and also return if this was early, late or on-time. For example: Column A- Start date (20/06/2018) Column B - End date (31/05/2018) Column C - 20 days Early OR Column A-…
I am looking to use smartsheet for inventory. I have one item that we stock and I would want to scan the bar code in to record the s/n and when an order prints to be able to scan the bar code removing the item out of inventory. I used the "barcode inventory management" template but it works great for adding inventory but I…
