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I want to utilise an IF THEN function in Smart sheet
My example is to select a cost rate based on the employee title. If [cell1]="welder" then [cell2]=80, if [cell1]="crane operator"then [cell2]=100, etc, etc.
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calendar view
My project management has a sheet for scheduled work. We have a color associated with each job according to who the technician is do it. Is there a way to add patterns to the lines as well to determine who is managing the job too?
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Download files from webform?
We would like to have a webform that essentially worked like a standard 'terms and condition' agreement, where the user would enter their details, agree to the terms, nad then be able to download a file(s). The webform then creates a register of anyone that has downloaded that file. Is this possible using , Smartsheet or…
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Sales Pipeline Sheet information links to Project management sheet upon status change
Our company tracks sales opportunities and basic project management using Google Sheets. We would like to move this function to Smartsheets. Our basic process: (We design, fabricate and install elevator interiors) A new sales opportunity is logged into a googel sheet and given a status of "Bidding". We also input several…
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Multiple dropdown list driven by previous choices
How would you set up a dropdown list that is driven by the selection in a previous list. Example: column one has ten property's to choose from, column two is a list of locations specific to the property that was chosen in column one. Chosing a different property in column one changes the list to choose from in column two.…
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How to remain logged in on mobile device
I find it frustrating that I have to re-authenticate everytime I pull out my phone on a project to check dates. Why can't SmartSheet remain logged in just like all my other apps?? Is there something I'm missing? I've done a search but don't find any threads on this problem. Andy
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Webform vs Request Form
I really like the Webform feature. It's made things easier with coordination and data entry. Could I also upvote a feature for Request Form (as an extra step)? It would nice if the submitted Webform goes directly to the sheet administrator first to approve before it goes to a sheet directly. Not because it's been submitted…
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Master sheets - why sheets and not reports?
New to SS. Setting up many project sheets and then want the high level info pulled together onto a master sheet. Videos I've watched say to create a master sheet and link data in from project sheets. Project management webinar I watched has a company that designs/fabricates/installs 10,000 signs per year (complicated…
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Filter for next week/month tasks
Hi, Smartsheet newbie here. I want to set a filter so I can just show tasks that have a start date less than a week (or month) from now. Is it possible to use some form of variable or formula in a filter condition so that it always returns a date say 7 days from now? Thanks, Ian
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
