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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…
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% Rool-Upon another sheet
I have created a construction schedule where i have many lines of of tasks that apply in a mixed format to different subcontractors. Each task has it own % value. I have created another sheet where I have listed the Subcontractors and am trying to roll up the %of every line (associated with a specific subcontractor into a…
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DATA BASES
MY NAME IS RAFAEL AND I START MY SMARTSHEET, AM GOING WELL , ONLY NEED SOLVE ONE QUESTION. HOW TO USE A DATA BASE, REALLY 7, ARE FOR THE IMPORTANT DATA AND FORMS REGARDING AND USEFUL THE EACH TASK. LIKE PRODUCTION ORDER, PURCHASE ORDER, INVOICE , QUOTITATIONS, CLIENTS AND TEAMMATES IN THIS OFFICE OR CHANGED TO THE OTHER…
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Conditional Formatting on Date is not taking into account local account timezone settings
Conditional formatting using a date, is not taking into account the local account regional settings/timezone and appears to be using a default time zone. As conditions like change the color of a cell if the date in that cell = Today, is still highlighting the cell on the next day. My Time zone is set to Australia/NSW…
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Date range formula
I am trying to write a date range formula with an IF AND statement (I think). I need to check a box if [Previous date] is in a specific date range.