We are looking or a solution for logging in tax & bookkeeping work. What I'd like to do is have a sheet for ALL tax clients. All we'd need to do is log in the client name & type of return. Then The "Steps" would appear. Do you have any suggestions on the best way to do something like this?
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…
How can I put a drop down menu that dynamically updates or adds another field? I am a Project Manager. In my Web Form I created a Project Name field that has a drop down list of current projects to choose from. After I select a project, I want another field to appear underneath it to give the end user another option to…
I am a new user to Smartsheet. Still testing it out for the 30-Day Trial. I really like Smartsheet, but am a bit concerned about becoming too involved with it because it does lack some functionality I was hoping for. That said, only a few of the upper end (expensive) project management programs seem to do what I want.…
I've been struggling all day with a complex sheet, discovering multiple times throughout the day that formula's appear to have been deleted. Before Filtering - every cell had a value, either 0.000 or greater; parent rows were totalling correctly. Action: Filter column 'Q1 Total' to show only those cells that had a value…
I have a column of dates in a smartsheet, and wish to insert a formula into another column what will tell me either the weeknumber (e.g. Excel WEEKNUM formula) or the weekcommencing date. Does anybody have any suggestions how to acheive this?
Can you formulate status symbols to change based on % numbers in another cell?
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
this would be helpful since I have some columns with long titles but the values are small numbers so the width of the column truncates the text... it'd be nice to be able to hover my cursor over the column header to see what it is.
i.e. exclude red from a SUM function, so all the red values are not added up
