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two way link
Is there a way to create a two way link? By this I mean create a link that no matter which sheet I am on it will update both sheets. Right now I can create the link and I can only make changes on one sheet and the other sheet only sees tthe change.
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Linking Sheets and Sharing
We have a sheet being kept up by our quoting group listing such things as customer name, quote number, amount of quote, etc. This includes the sales person. We keep a similar sheet for orders that have been entered. We would like to keep these two sheets separated by group that uses them, and they use some formatting to…
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Using a master list column and being able to link to other sheets
I have a question in regard to creating a dropdown list column. I want to be able to have a MASTER list that when I add a new item to the list that it will update to other sheets that contain the same list. Is this posible. I can see that I can copy and link rows to other sheets but it would appear that I cannot format a…
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Getting RowID in a sheet?
Is there a way to get the rowid for a different row for a comment. I have a schedule with a delay of 3d because of something external to the project. In the Predecesor column I have 23FS+3d because of the delay after completing the task on row 23. I would like a comment ="This is delayed because of (reason) after…
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Setting date ranges with start-date to start-date and end-date to end-date dependencies
I have a project where I am setting a range of production dates and want the sheet to auto-update if I update that there is slippage in the timeline to see how far out things push. It is easy to schedule dependencies on the front end. For example - if I have items: 1. PO to readiness of raw materials is 2 weeks from the PO…
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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…
