-
Tracking New Smartsheets - How to request and track the sheets
Has anyone worked on a SS template for users to request/update new Smartsheets? I could use a standard ITSM ticket tracking system, but I'm leaning toward a webform users fill out to request a new Smartsheet. I could use the functionality of SS to communicate updates, gather requirements, and discuss other SS request…
-
Create birthday calendar with reminders - no year entry
We would like to use SS to create an employee birthday calendar and set the due date as their birthday - without using the birth year (so we don't have to recreate the wheel in subsequent years). If I set the birthday (date) column, I have no option but to use the current year. OR, once the sheet is set up, is there a way…
-
Hide Column in Template
Hello, I have a sheet that I would like to convert to a template. I would like to hide several columns as they will auto calculate once a box (in another column) is checked and they are therefore unnecessary for the end user to see. Is it possible to keep a column hidden once it is converted to a template? Thank you!
-
Should I have a PM Lite Smartsheet? A One Pager?
This time last week, my CIO asked me to look into Smartsheet. One week later I have a beta version of a project template containing 6 sheets, 3 reports, and one dashboard. I was surprised how easy it was to develop a pretty solid solution in such short amount of time. The beta version of my project template should work for…
-
Is there a way to build a template containing multiple sheets
What I'm trying to do (maybe there is a better way) is to build a project template with contains the project sheet, a requirements sheet, and a budget sheet. When we "use" the template, it then creates all three sheets. Similar to the "Solutions" on the Smartsheet website. Thanks in advance for any help.
-
Sharing out Statistical Data
Hi everyone, What templates would you recommend for a report exclusively showing statistics? No date information will be included in this report (beyond the name of the month); however, there are three layers of statistics I need to share out by month. Any ideas? I look forward to hearing any and all suggestions- Alyssa
-
Using smartsheet for grant writing
I am a grant writer at a nonprofit and my development team uses smartsheet. I am at the beginning stages of using smartsheet and want to use it for EVERYTHING related to my grant writing (calendar, deadline tracker/notifier, links to emails, links to webpages, task list, grant applications, anything else you can think…
-
Limit View within a Sheet (using Web Forms)
Hello, New to Smartsheet. We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, when I test this I am brought back into the sheet where I can see ALL requests. Does…
-
Are there limitations on CheckBox columns?
I imported an XLS file that has 4 columns that I want to convert to checkboxs. When I change the properites on all 4 columns to checkbox, the columns act as if they are text. If I change any of the 4 columns to text, the other 3 will show a checkbox in them. Is there some kind of limitation on the number of checkbox…
-
Allocation for Project Manager
We are using Smartsheet with Resource Management enabled. We are tracking % allocation for employees and would like to do so for Leads as well. The idea is that the Lead would be allocated for the duration of task consisting of smaller subtasks at, say, 20%. We are using the Basic Project with Resource Management template.…
