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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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System to manage ideas into improvement initiatives
I'm trying to create a system to take improvement ideas logged in a sheet through a triage process for each business unit and then finally into improvement initiatives that will address multiple ideas. My idea is to have a sheet that sits behind, and the reports for each B/U for both the triage and initiative stages that…
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Lookup Value Issues
I am trying to populate a column from Sheet A into Sheet B and Sheet C. My Lookup column for Sheet A is formatted as such so there is a ' in front to account for ones that have a leading 0 and some do not. Each ID should be 6 digits long. I made a helper column looking at this Dealer ID column to try and get rid of that…
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Considerations when adding a second Project Plan to our template through Control Centre
Hi all, I've been requested to add a second version of our Project Plan to our Workspace that runs through Control Centre. I'm thinking of simply copy/pasting our current project plan into the same sheet, and use the indentations to mark the 2 versions of the plan. I know I'll have to go through and update predecessors,…
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Critical Path based on a release
I would like to see a critical path on a large project based on a release number. The critical path seems to be only available on a sheet basis. I can use a critical path filter that works great – but again works on a whole sheet. I was thinking about using a Release Number filter and then copying just those rows to a new…
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How to Display Clickable Links on a Dashboard That Update from a Metric Sheet
I need to add clickable links on a Smartsheet Dashboard that automatically update based on changes made in a Metric Sheet. I tried using a Metric widget, but the links appear only as plain text and are not clickable. Is there a way to have hyperlinks on the Dashboard that stay clickable and get updated whenever the Metric…
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Multiple Forms - Add info to existing row
Hello! We work with a registration form that feeds a master sheet, we want to add another form that will update or add a request for change for a registered contact, but we do not want to generate a new row, we want Smartsheet to match the name or ID to the initial registration and update the columns. Do we need a formula…
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x-sheet reference - trigger for automations
Trying to trigger an automation that is not working b/c the source column is a x-sheet reference value. I understand tht x-sheet references cannot be the trigger for an automation to run on the destination sheet. I've added a helper column on the destination sheet that is a formula column that references the column that…
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Issue with automation process reporting a date in a special column
In the Smartsheet sheet “CRS RO Master” we have programmed an automation called “Track Changes in dates, confirmation and LHG code” [PICTURE 1] This one should report a date of a change in the columns “CRS GO LIVE DATE” and “PMS Go LIVE DATE” in the column “. CRS Check date changed”. [PICTURE 2] The update of the “Go live…
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formulas with percentage
I pulled in a number from another sheet, % Complete from Plan, that is a percent and want to subtract this from 100%. This is the formula I am using: But it renders #UNPARSEABLE