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Resource View Possible?
I'm setting up a Sight/Dashboard for the team of engineers. I like how the Resource View shows each sheet someone is assigned to under their name, with a link to the sheet for more info. My goal is to incorporate that into the dashboard/sight view Is there a way I can achieve this for a without having to update it…
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Populate Start/End Date based on Status change
I use the Card View for quickly creating tasks and tracking their status/state. I'm trying to see if it's possible to take this further and populate the Start Date and End Date fields when the task first enters a specific state. See screenshot attached.
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Hiding view in card view
Hi Their i have a card view where i want my staff to enter in certain information, i want to be able to add some cells with some formulas that DO NOT appear on the card view but are viewable or present in the grid view. for example i have a formula that will check a box when a card has not been updated which in turn sends…
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Highlight Recently Modified Fields
Is it possible to create a condition that highlights only those fields that have been modified within a specific date range? I would like the highlighting to appear the way the notification email exclusively highlights new or changed fields.
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VLOOKUP and Conditional Formatting
I updated our smartsheet team schedule to grab dates from my department's master schedule. However, the conditional formatting we set up that visually shows us when a project is nearing or past its due date no longer works on the VLOOKUP cells Is there something I'm doing wrong? Or is this a limitation of the software? Has…
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Summary Row Card View
Hello, I cannot find any resources showing how to create a summary row card in card view. My lanes are based on stages of a project which is selected through a drop down on each row. I would like to total the NPV of each project that is in that stage (NPV is one of the columns in my sheet). How do I do this? Thanks!
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Resource Management
Hey Guys, unsure if this is possible but lets see. I am going to be using card view as a kanban style work stream for my team, each card will have an estimated effort as to how long the job will take and an actual field for the actual time. each of my staff i could say has 5 hours a day free. what i am trying to achieve is…
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Keeping Parent Card / Subtask relationship when moving card to another sheet.
Hello everyone. I was wondering if there is a way to keep the relationship between a parent card and its subtask intact when moving a sub-task between sheets. In our case this would be various departments who are assigned a sub-task then the card is moved to that departments board. When complete, the department would move…
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Locking view when sharing
Hello, I have used Smartsheet for some time now, but just started investigating using Card view. Unfortunately, Card view cannot be used on a report. Previously I had a report that combined my personal tasks as a manager from one sheet with tasks from my involvement in projects my employees are working on to create my…
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Conditional formatting for parent/child Kanban cards
I have three parent sections and each has a few children. I'd like to have the conditional formatting of the task bar be different so if something is under Parent 1, it's got an orange card etc. I can't find a way to do that so it's automatic for all new rows added under a parent and would hate to add a repetitive column.…
