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Recurring task with a checkbox and reset?
Hello All - We currently use a smartsheet pipeline to track our clients progression through our service delivery. This serves us very well. One area that we need help with is scheduling and tracking phone conversations. I have looked into coordinating a crm to schedule and call, but I am not thrilled the tracking…
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Progressive sumif formula for calculate invoice progress
Over the course of a contract, I want to track how much has been invoiced and how much is left. If possible, for some contracts I know the invoicing is on a cycle and should be the same amount on say a monthly basis. I have columns for each month listing the invoice amount Invoice Amount and a date column to be completed…
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IF statement help to determine active sprint
Hi all -- just starting to build a library of IF statements... Looking for some help to build an IF statement to determine which Sprint is the current active sprint... Basically, IF Today's date is between [ColumnSprintStartDate] and [ColumnSprintEndDate] then check the box, if the date is not between those, then leave it…
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Running formulas
It appears as though you have to open a sheet for a formula to run. Is this correct? I have reports that show out of date data due to the sheet not being opened therefore causing the formula to activate. Any suggestions? Thanks in advance. Richard
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Is there a formula for averaging the remaining?
Hello again! I have been trying to figure out a formula for averaging the remaining. This sheet has all business days through Dec 8 and a certain number of tasks to complete each day to be finished on time (Dec. 8). There are two columns. One has the number of tasks due to be completed each day (labeled Average) and the…
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Count, sum, average
I use Smartsheet to track employee certifications. I'd like to determine the average number of certifications per person at each site/area. I'm able to use an equation to determine the number of certifications each person has, but that occurs in each row which throws off the average. In other words, =IF(Status1 =…
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Cell Linking for Updates?
I'm trying to find a solution to reduce the number of updates my team and I have to do. We currently use Smartsheet to create and manage project plans but also have a master "Status Sheet" that lists all projects, their current task, and the deadline of this task. Whenever we update the project plan, we also have to update…
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Moving rows from one sheet to another
We use Smartsheet for our production schedule. The schedule consists of 9 sheets that are all in a workgroup. Is it possible to setup a rule that would allow a row from one sheet to be moved to another sheet using the checkbox feature? Thanks, Jim
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Gantt View - % Complete Column
I've noticed that to have the "% complete" column value show up graphically within the Gantt display, the "% complete" column MUST be a free-form entry field. I have another sheet column that uses the "Progress Bar" type. I was hoping to make the "% complete" column calculated based on the value within the "Progress Bar"…