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Promoting Smartsheet
How much does anyone else promote this program. Have you heard the words"are these guys paying you". I just completed a mastermind group and it was a dominate topic for me in addressing how business owners can advance their company. I am wondering what is the level that all of us on here feel and promote about this…
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Annual School Operations Calendar
Can anyone recommend a format for an annual calendar for our school operations team? What I'm trying to create is a document to input all school activities for the year and plotting each department's tasks for each job. For example: School Open Day: events showing each department's tasks to achieve effective outcome. So…
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How to lock uploaded documents from being downloaded?
I am trying to find out how I can lock all of my documents in a particular sheet that I am sharing. I have a large amount of documents that I want people to be able to locate and read BUT I need to be able to control whether or not they can downlaod these documents. I know if I link the sheet to a document I have in my…
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Resource exports
Hi I'm wanting to use SS more in how we do resource planning. One thing which is quite painful is the output from the export on the resource view. What would be easier as a complimentary tab on the excel export is a more "Pivot table usable" output, for the same range so something like Date Project Resource Allocation this…
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Starting Number New Each Month
I use smartsheet as a project management operation for my office. I'm using the auto-number field to create a request number associated with the request, {YYYY}{MM}-0000. I would like the 0000 number to start from 1 each new month. Is there a way to do it other than manually entering in 1 at the end of each month?
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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…
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Sharing Templates
I use templates as my archive system. I want to share my template sheets with my supervisor, but I don't see a way to share templates. Can I? If not, it looks like I can move the sheets to a workspace to share. Should I build my archive in Workspaces instead of under templates?
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Settings for Checkbox Column
How do you change the setting for the checkbox column? I want the whole task to be crossed out if the checkbox is checked as done. I copied this from an old Smartsheet account and that setting didn't carry over. Thank you!
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Accessing a web form on Android app
Is there a way to access a web form on the android app? I can access the form on the desktop version and through the email link but I don't know if it's accessible on the app. Does any one know?
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How to calculate effort relative to working hours?
As a new user I'm working my way through the Smartsheet product. Thanks to the 'best answer' in this post I was able to calculate the Effort (or Energy), which is visualized by 1 to 5 people-icons; this way Duration can be set or calculated for regular project planning, but in Card View this is automatically shown by an…
