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I would like to be able to create reusable templates for "Send Update Request" similar to the Form f
I routinely use the Send Update Request 20 to 30 times each month for updates on items we are tracking. This process gets repeated across several other teams as well. My request for "Send Update Request" all contain the same columns which takes time to fill out as the Smartsheets have 40 to 60 colums to search thru each…
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SUMIFS - Contains value in cell from another sheet
Hi All, I want to create a "Total Vendor Paid Amount" column on our "Main Dashboard". This column will need a formula that pulls information from another dashboard called "REO Vendor Invoicing (3)". I want the formula to sum the total invoices paid, in the "REO Vendor Invoicing (3)" dashboard, of jobs that contain a cell…
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Limited Access to Report Builder
We have been using a very simple report to pull information from a single sheet. The report has been working fine for several months. Today I was notified (& verified) that I am the only person who can still edit the report via report builder. Everyone else is stuck viewing the information I last searched for and cannot…
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Resource management at the project level?
Hi, From what I gather about Smartsheet's resource management feature, I can show which users are allocated (and over-allocated) given how they're assigned tasks in a project. I'm wondering if Smartsheet can do a higher-level allocation synopsis, whereby I can see simply that someone's completely allocated as a resource…
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transfer user between accounts
Hi, I have 2 accounts, one with TEAM license, second with Business. I'd like to transfer 3 users from team to business how to do it? when I'll delete them in TEAM do they lost their sheets? or can I delete them in TEAM and add in Business without lost any data?
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Default sorting of attachments
Good afternoon, Is there a way to set the default sort for attachments? Currently it is by date and we'd like the default to be by name. Blessings, Loann
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holiday period
Hello, I'm trying to add holiday (complete shut down for 2 weeks) period to my project sheet. I've done it in project settings ect. but it is not showing on my sheet. The project should be that much longer and I was expecting to have a separate bar to appear showing holiday period cutting all tasks started and putting them…
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Automatic Cell data input..Formula???
I am polling permission via web form from 150 of our top accounts. The web form will only collect client info they would know, such as their name, account name, email, contact # and yes or no for permission. However, on our end, when that entry comes in, I need other internal info to auto populate based off the "Account…
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Field Employee time tracking software that integrates with Smartsheet?
I'm looking for a time tracking solution for field employees that integrates with Smartsheet. In our organization we have a master project list sheet that compiles project data for all of our active projects. Our field installers are currently logging their time using T Sheets, they're clocking in/out as well as selecting…
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Card View Restrictions
I have a user with Admin privileges, who is unable to see the 'View by Assigned to' dropdown from Card view. They also do not have the Card View Settings tool (gear) near the upper right corner, to be able to turn this on. From my account, I can do all of this on the same sheet, but he can not. What am I missing for him to…
