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Best practice question for dashboards and performance
I am in the process of changing everything over to Smartsheet from another package, and am having a great experience so far. I did have a question for experienced users that has to do with best practices when displaying information on a dashboard though: Is it better to have a helper sheet, or use the Sheet Summary for…
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Auto provision SCC using optional templates
I am using optional templates in a blueprint and have them grouped. My question is, can I automate the project creations using options templates and based on a value on the intake sheet, certain templates are selected to be used? IE. If the column is named "Project Type" on the intake sheet. can that dictate which of the…
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Advanced Formula #No Match Error
Hello, I have a master sheet that I am referencing which contains multiples rows that I need reflected on my teams sheet. There is a column named "Vuln Mgmt" (set as a dropdown/multi-select) that has options Yes: 3rd party, Yes: Security, or No. I want to create a formula that will reference the entire master sheet and…
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What is the best way to update data between two sheets w/o having to do it manually?
I have a Project Tracking Sheet for all of my team's projects. One of our repeat projects is rollout of the inventory module in our company's primary software. Since we are a shared services group owned by a PE firm, the processes around this implementation are always the same, we just have to track each separately since…
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Sheet not getting updated properly even if linked properly
hello my friends, I have a Master summary sheet that get updated via control center every time a new project is created. This master summary takes data from multiple sheets. For some reason, the data is not formatted properly, or it is empty or it is written Lorem Ipsum even if the data is rightly linked to the sheet…
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What are some best practices in organizing Workspaces, folders, sheets, etc...?
I'm looking for some suggestions on how best to manage my departments SmartSheets. We have between 30 and 45 users so there is a lot of workspaces, folders, sheets, etc... that I need to be aware of. I'm looking for any ideas on how to organize everything. What would work great, but doesn't seem to be available is either…
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how to do a shift planning with smartsheet?
Hello, who has experience in the implementation of a shift planning and possibly a template or tips for me? The requirements: - there are early and late shifts - in each shift customer service, phone service, flexible service (so 6 shifts per day) - Employees can schedule their shifts themselves, on a daily basis or over a…
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Use Cases or Best Practices: WorkApp Permissions vs. Sheet Permissions
I am just starting to dig into WorkApps and think it could be the perfect solve for my project. I'm trying to weigh the benefits of permission levels in WorkApps vs. on the source sheets within smartsheet. My initial thought is that only those who own or influence the over process and intent of the app should have access…
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Control Center: Report from Intake or Rollup?
General "best practices" question. Do you do your reporting from the Intake or Summary Rollup sheet?
