-
Importing\Uploading Information
I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this? IE You take a sheet from Excel, that will continue to be used, and import it into SmartSheet, then you want to update the information in the SS later by just…
-
Integrate with Bank Feed
Can I integrate a sheet with my bank (Lloyds) to automatically download new statement lines every 30 mins or so. I have to login to my bank and copy the data across all the time and would like to automate it if possible.
-
Resource View by Month or Quarter
The resource allocation is a great addition to Smartsheet. I need to be able to see allocations by week, month, or quarter, not just by days. Is there a way in Smartsheet to do this? If not, how can I do so via an Excel export? Thanks!
-
Card View - Card Layout
We use smartsheet as a CRM/Project management. Each Row is a new project we are quoting. In the rows we have over 25 different columns. The way we usually view and enter data in them is in card view. The problem is I would like to change the layout when viewing in card view, not just the order they are in, but actually…
-
Enhanced Color Options?
It would be really great to have more color options for formatting our Smartsheets. Having a color picker that presents a broader range of colors or allows us to enter Hex codes or RGB codes would be a really helpful enhancement as some of the default colors are too bright or distracting. Having the ability to modify the…
-
Apply Formula to Entire Column
I'm trying to automatically apply a formula to an entire column that concatenates info from cells in a given row into a document name, once data is entered into those cells. The only way I've been able to accomplish this so far is to just copy/ paste or drag the formula as data is entered in a new row, but I'd like it to…
-
touch gestures & smartsheet
Hi all, Is it possible to use touch gestures with the current version of smartsheet? For the web access we use chrome. We configured the touch layout and touch usability via chrome://flags/. Our target is to use a 55 inches touch-monitor to controll (like a normal pc) smartsheet. Do you have some information / experience…
-
Critical Path Indicator
Are there any options in Smartsheet that would allow me to understand in the Grid View if a task is on Critical Path? Is there a Column type? Formula? etc...? or some type of flag beside just the color of the Gantt bar in the Gantt view? We are trying to filter our projects for Critical Path tasks and our only workaround…
-
Automatically move item to different Smartsheet once completed?
I have a feeling that this solution doesn't exist within the current setup. Is it possible to move a row from one Smartsheet to another once the item is shown as completed? Thank you!
-
Auto Numbering / System
Hi, I am wondering is there a way to have an auto numbering column where the display format is dependant on the value of another column. I have a "Type" column that is a dropdown with "Action" and "Decision" as the values. I would like the Auto number to display A-001 if this column is "Action" and D-001 if it…
