-
Creating a Summary View Sheet
I have a sheet which has information on Projects and Activities my team are working on across the whole of my region. If has columns such as Activity Title, Person, Region, Partner, Status This shee it great but I would like to create a linked sheet which gives me total counts for each for each Person I would like to know…
-
Tracking Assigned Tasks
Dears, How to view a specific person tasks on smartsheet, i assign multiple tasks for multiple users so what is the best way to keep informed or to check the update of a specific person tasks. Thanks.
-
Automate archiving of completed tasks
I've copied a sheet of "Current Tasks" so that I can use the copy to archive my "Completed Tasks," otherwise they just fill up my task sheet. I notice that there's a feature for linking cells, but I'm trying to figure out if it's possible to have the rows marked as "Completed" automatically copied to the "Completed Tasks"…
-
Best Practices in a large project
I am new to Smart Sheet (and loving it!) I am working with our annual meeting planning which includes everything from location search, contract signing, registration, etc. etc. I can't decide whether this is all one sheet or whether it should be divided into several sections with subtasks. I have played with a bit in…
-
Cell linking from Project to Project
Hello, when linking a cell from one project to another, is there anyway to have a lag - negative, for the task to start before then end of the linked cell or positive to have a delay. Also, while I'm posting can a task be linked to a task from another project but also have a dependancy from a task in the same project?
-
Looking for some suggestions or Ideas
We have been using Smartsheet for a few months now and want to enhance what we do. We run our customer projects on Smartsheet (all working fine). We would like to create a Change Control Web Form, however we want to pick up the Customer Name from one place, the project from another and the CCF details would be manually…
-
Can I link TO another sheet instead of linking FROM?
I need to link my issue log rows to a master issues log in a different workspace in SmartSheet. However, my boss does not want anybody to make changes in his worksheet unless those changes are done by linking our issue rows to it. The only thing I have been able to do is go into his master issue sheet and link to mine. Can…
-
Trying to create a fancy email with status reports from multiple teams
I'm trying to go a bit above and beyond, using SmartSheets to track the status of multiple projects across multiple teams. Currently, we have links to multiple sheets (one for each team) and they manually go in, add a new column per week, and fill it in with a bunch of text explaining the status of that project this week.…
-
Macro like functionality
Is there any method planned that would enable a change to trigger other changes. For example, I'd like to be able to cut out a step in one of my sheets whereby if I mark a task as complete that it would automatically change the % complete column to 100 (and vice versa).
-
How to reference 100's of items with corresponding triggers to designate an end date.
Hi - Our agency has a formal record retention policy that lists over 100 types of records that we store or have digitized in-house. Question to answer/example: If the documents for Site A fall under Record category 1, they should be destroyed on 1/1/11, which is 100 days following the trigger date. I was able to create the…
