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Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
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Starting a task based off of a column selection
Sorry if this is covered elsewhere and if it is can someone send me a link? Basically we are setting a sheet and are hoping to auto add a child row based off a column selection. Ideally we could choose what if any to prefill in it but even just being able to get a child row to auto add would be a huge help.
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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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Advanced Action Item Tracking
Hi Everyone, Is it possible to take Meeting Action Items across multiple projects and consolidate the Action Items into one view in an automated fashion for a person? Let's say I have five projects that I take action items for in individual sheets. I would like to have one master sheet for that shows a global view of all…
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Recommended Master Project Document?
Is there a recommended method for tracking multiple projects? A master sheet or doc that shows the status or project of multiple projects? We've done some basic sheet linking but there was no status update and it was fairly manual. It would be great if there was a way to create a line item in the master project document…
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Possible to link subitems when linking cell?
Hello, I am looking for a way to link a row and the sub-items of that row so our VP will have a sheet with all of our projects and their subphases/tasks while we can continue to maintains separate sheets for each project. Thanks! chrisitna
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Adding automated collumns linking Smartsheet and Smartsheet Merge.
Is there a way that, when I merge a row using Smartmeet merge on google docs, I can make one of my collumns on my smart sheet home (https://app.smartsheet.com/b/home) automatically update to note it has been merged via google docs? Thanks.
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Creating automated row for smartsheet
Hey there, Is there anyway to make a row on a document I have created on my smartsheet to have an automated function that, when that row is merged via google docs, the original document on smartsheet has this noted. For instance, I want to print labels for specific people, but I want an automated way to know which people…
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External References
Hello, I would like to create two separate sheets where in the second sheet I can make reference to cells in the first sheet. Is this possible and if so, will the data update automatically in sheet 2 when sheet 1 is altered. Thanks. Sherry
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How to link appended cells /row in source sheet to destination sheet
Hi, I have ben able to learn how to link cells from source sheets to destination sheets and observed auto refresh in destination sheetfor teh cells linked already. My query is, if additional cells/rows are appended in source sheets ( quite possible), what is the way to get these also automatically refreshed/refklected in…
