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How to link a checkbox from a checklist to a column in a Report?
I was wondering if someone could please help with linking! I have attached two photos for a reference. One is of the checklist (which is the one with the rows) and one is the report (which has all the tick boxes in the columns). I am wanting to make it so when the payroll box is ticked on the checklist , that is pulls…
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Subtask dates populate from parent
Hi, Does any one know if there is a way to auto up date a subtasks dates when you move the tasks between parent tasks? The scenario is we have a course booking tracker and the PARENT task is the course instance and the SUBTASKS are the attendees. If we need to change the attends course slot we would like to drag to a…
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Timeline Variance indicators
Hi, I am new to using Smartsheet and was wanted to confirm a few things timelines related: Can Smartsheet create predecessor and successor dependencies (FF, FS, SS, SF) similar to MS Project? Does Smartsheet allow for WBS elements to be created through indent / outdent similar to MS Project? Can Smartsheet allow linking to…
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Running Balances for employees
Hello all, I am trying to make a spreadsheet that tracks employee fitness reimbursement balances based off of their entries into a form. Each employee has exactly $300 that they can use per year for fitness expenses. Every time they submit a reimbursement, it gets put into a form that includes their name, clock ID, date,…
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Conditionally changing cells
Hi, I'm looking to see if there is any formula(or anything else) I could use to change a cell to a specific pre-defined value, if a different cell is CHANGED TO a certain value. I know that the changed to functionality is available through automation, however the action options in automation do not offer cell changing…
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Using CountIfs with several criteria including names, status, and date range
I've created a sheet to build metrics from a very large source sheet. I'm trying to count based on the following: the column {Module 3 - Section Owner} matches a cell in this metric sheet in the "Primary Column" a Date in the {End Date} that is between Today() and the next 7 days. I created three cells that determine what…
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IF OR ISBLANK Help!
Good afternoon, I am trying to create a formula that searches 2 cells with a row, and if both are blank then it will return "Online", but if either one has a value in it then it will return that value. The two cells will never both have a value in at the same time, just one or the other. The cells are as follows:…
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Match Numbers from one sheet to another
Hi I'm trying to make a inventory with a reference from a another smartsheet sheet, but since im kinda new into Smartsheet I dont know which formula I need to use. Its a hole Row from one sheet and then tell if it exist or not in the one that im working on.
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Master Project List
Hello, I'd like to create a list of Projects that acts as a source to update downstream teams. See the attached image as an example of column headings. I'd like this list and its contents to be available as a live list source to other functions, such as Project Management, Marketing, IT, etc. If a list item is updated it…
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What does the LOCK do in the summary sheet?
I have a formula in the field, I locked it but I can still edit the field.
