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Marking a task complete
If I have a task that is complete, how do I mark it complete where it moves it to the bottom of the sheet?
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excel doesn't recognize text/number column from smartsheet
I've linked an Excel worksheet to a Smartsheet report it works fine but one column that has a numbers and text (p.i. 4551A) is imported blank (no data). When is a regular number imports it just fine. Does anybody have any idea what could be the problem? Thanks, Herb
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new feature on engage conference:approval request
Hi, I have difficulty to understand new feautre of approval request. I am a property management company and every month need to upload financial report to client web site. Accountant create financial report, then account manager need to approve, after account manager approve, client approval, them mail room will mail…
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Reminder for every month task
Hi, Every month, we also help our client (around 1000 ) to prepare monthly financial reports and upload their web site. Some of them has specific date required to upload. In SS, we have total 4 sheets. Each sheets represent 3 month(we can't put 4 sheets into one because limitation of SS:, maximum 5000 rows) . We have one…
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Software uses
Is there any construction companies out there that use Smartsheet other than for job tracking and HR? Maybe budgets and scheduling manpower? I need some ideas on how to set up those activities on smartsheet. Thanks!
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How to Create a Purchase Order
Hi, I am trying to create a purchase order form from data stored in an Order intake form sheet. I need to be able to take certain fields from the intake form sheet one line at a time and create a standard looking Purchase Order in PDF that I can send for execution via DocuSign. Thanks! Alex
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Tracking purchases
Trying to assist my purchasing department... I've set up a sheet for a department to enter their purchases, but my issue is that our purchasing dept wants to have it itemized. For example, I might have an Amazon order for $1000.00, but that $1000 is comprised of 1 printer that's $500 and a computer that's $500. I'd like to…
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Changing the Color of a Font Based on Values
Hi All I'm building a budget sheet and am trying to figure out how to change the color of the font if it adds up to be over budget. For Example: =IF([Column]1 > [Column]2, "Red") But by doing that, it doesn't change the color, it puts in the word Red. Is there a way to do it in Conditional Formatting that I'm just missing?…
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How do I populate one field fromt he results of another
Hi there I am trying to create a purchase order system to work with our Programme manager (which is all in Smartsheet) Currently we use excel to create a purchase order then print it as a PDF. We then combine the PO with a quote from the supplier in Nitro. What I am looking for is a way to use smartsheet such that we have…
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Formula help
I'm looking to write a formula that looks at cell A1 and if it contains "Sent" within the text of the cell, it grabs the number in cell B1 and writes it in C1. Example: Cell A1 = "Sent w Statement" Cell B1 = $100.00 I need C1 to populate $100.00 because A1 has the word Sent within the text Any assistance is greatly…
