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Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…
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The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
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Names not emails as titles
This is pulled from a column of responsible person. Why does it display email and not name. How do I correct?
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UPDATE - Health and Wellness Solution
Here is what I have built out so far for my Health and Wellness Solution. Please note some information has been redacted, including my Forms Dashboard which is where I go to log most of my entries, it is more for me to see, it's not as pretty as these are. I'm a dork and record many things just for the fun of it. I started…
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Hello Everyone! About Me:
Hello everyone! My name is Kacie, and I currently work as a medical assistant. Recently, I’ve taken the lead on transitioning several of our projects into Smartsheet, and it’s been exciting to see how much more organized and efficient our workflows have become. I’m really looking forward to being part of this group,…
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Enable stacked bar charts built directly from Reports
When building a chart widget from a Report, Smartsheet currently only supports a basic bar chart. If I try to create a stacked bar chart from a Report (to split the bar by a second field like Status, CoC, Portfolio, etc.), it does not work as expected. This limits dashboard reporting because Reports are the cleanest way to…
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Roadmapping with data living in SmartSheet
Hi all - Currently some functional areas of my organization are doing roadmaps similar to the image attached for their leadership. There's a desire to have the data for these roadmaps live in SmartSheet and push towards report automation. They really like the condensed view with multiple items in a lane (vs rows on rows on…
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Freeze columns in a report on a dashboard
If a column is frozen on a report and that report is used in a dashboard, it would be helpful for that freeze to apply when viewing the report on a dashboard.
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System Admin: How to export a list of all Smartsheet assets across the account?
Hi everyone, I am trying to generate a report that lists all assets (Sheets, Dashboards, and Reports) created by users within the same Enterprise account. I have System Admin permissions, and so far I have tried the following: Navigated to Admin Center → User Roles and Reports → Generate reports Selected Sheet Access to…
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User Onboarding / Product Tour Feature add
I recently accessed my bank website and before I could use the site they had a feature that dimmed part of the screen to pull my attention to a certain area and that area included some text describing what that area could be used for. Once I clicked thru the acknowledgement prompt a few other areas were highlighted in a…