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Is there a way to create a budget template that automatically populates from a data sheet in Smartsh
Our company uses a single source data page that collects all project related information and also the financials. This page will include all completed and in progress jobs for Departments A-Z with no idents on the page (suggested but was pushed back). It would be ideal to create a report and have the new budget template…
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Turning on auto numbering
How do I turn on auto numbering for a column? I have followed the instructions in the help section however the cells in the column where I have turned on auto-numbering seem to be frozen and there are no auto numbers in them. The instructions seem simple enough but aren's working for me. Is there something I'm missing?
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Shared to me status to Owner status
I am currently "shared to me" access with Smartsheet. I now want to have my own plan and create sheets of my own. When I login I can see the sheets that are shared to me from another owner. Do I use the "create new" tab beside the sheets I can see. Will anyone from the original owner's group be able to see the sheets I…
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Combining form data with a to do list
We collect reservation request information via form that I can pull into a sheet. However, I would like to have a task to-do list/deadlines/confirmations noted, etc. on the same sheet. My understanding however is that the columns can only be formatted all the way down. Does anyone have a suggestion as to how I can…
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Counting rows after filters applied
I'm hoping this is a simple question with a simple answer but when I apply my fiilters to a SS, I need to count up how many rows are left, after I've filtered out the data I don't want. The rows are no longer sequential and are numbered to include the hidden rows and counting the rows manually would be a long painful…
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How to get team involved
What are some ways that you are implementing Smartsheet into your company, team, etc.? I am the creator of the Smartsheet system in my company. I have found that because I have spent so much time in the sheet I have a gap between me and my team that is difficult to close. It all come down to how we get our people into the…
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Can Smartsheet integrate with AP software, like Lawson?
We need a solution to integrate with out accounting software.
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How can I make an automatic subheader under the parent header?
Hello all, Everytime I want to make a new row I have to copy and paste the subheaders and then indent it to make the new row a parent row. How do I have the subheaders automatically come up without me having to copy and paste the subheaders and then indent it? Is there a logical function I can use? -Vivian
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Hi struggling a bit on the correct formula for overdue tasks
Hi, I need a function to look at If a column completed date is blank and the end date column date i s more than today to the return status "overdue" so I can report on overdue tasks ?
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Feature Request - Group setup at user creation
Hello, I think it would be great if, when you go to add a new user, a window was available that would allow you to check box which groups you would like to add that member to. Currently, if I create a new user or group of users, I have to go into each group individually and add the new users. This is time time consuming,…