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Best practice question for dashboards and performance
I am in the process of changing everything over to Smartsheet from another package, and am having a great experience so far. I did have a question for experienced users that has to do with best practices when displaying information on a dashboard though: Is it better to have a helper sheet, or use the Sheet Summary for…
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Dashboard Project Intake Form
Greetings, all, Has anyone used the widget generally assigned to the Project Intake Form for something else? Perhaps a custom fillable .pdf? Peter B
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Linking two sheets in a workflow
Hello, I work for a healthcare system on our capital project team. We have a smartsheet form that we use to initiate a PO request. We also have a form where if equipment is changed on a project, we have documentation as to why the equipment change is needed. I am wanting to link these two sheets together. Example: if we…
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Dashboard Enhancement: copy & hide elements to share externally
Hello Smartsheet Product Team! Is there anyway we can get a feature where folks can create one dashboard and then be able to make a copy and hide elements of the dashboard to share externally with customers without having to update and / or create copies of the underlying sheets and reports? That would save a TON of time…
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Retain dashboard widget colors after selecting new data
Chart widgets once you make a new selection of ranges for the data on a ‘Chart’ widget, it will return to the original system color. The result may be sloppy, with two data series having the same color! Consider changing the behavior so that it doesn't default to the original scheme. Instead, it should retain the color…
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Intelligent Reporting
Hello. We have a portfolio of projects, each with their own risk register. Is it possible that when a risk is added/updated with a certain score, e.g.15 and above, that the line can automatically be added to a different sheet, i.e. the programme risk register. I don't want multiple entries for the same risk on different…
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Tagged Comment Fields
Would be two suggestions, one is ability to add tags/categories to comments. Second would be ability to configure the tag(s) to be shown in the latest comments column that was recently added We use multiple columns to add notes and comments for a mission from particular program areas such as volunteers, logistics, safety…
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Sharing A Dashboard with the public
Hello, I want to make a public URL/link so anyone can access the dashboard. Still, some people are required to access Smartsheet to see the dashboard. We are on the Enterprise plan. Any idea?
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How to graph a range of dates when only given a start and finish
I have a sheet where I have individual tasks each with their own start and finish dates that can overlap. They each have a certain # of people assigned to the tasks per day. Essentially, it looks like start: 5/15/23 | end: 6/25/23 | #ofPPL/Day: 5 and for each day in between those dates there will be 5 people. The goal is…
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Dashboard Chart Widget Colors Automated?
We have a dashboard with lots of charts that show green, yellow, or red dependent on status from the source report. Ran into an instance today where the series was labeled green, but was showing the red harvey ball (meaning that our dashboard was reflecting 17 red projects instead of the correct 17 green). In a hurry, I…
