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SORTING AND FILTERING DYNAMIC VIEW
Up until yesterday (11/3/25) I was able to click on the top of a column and sort my column. This worked for me yesterday morning but when I went in to work in the afternoon I was not able to sort columns anymore. Also it seems my filters are not working. I am not the admin for this sheet but the admin is saying nothing has…
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PM Agents
How to create PM agents to automate project management.
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Smartsheet Engage
this has been such a wonderful experience!
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Contacts
I created a new project in my PMO, when I tried to pick a contact there were very few listed 7 versus the 165 people in my org. I checked My Contacts and all of the contacts were listed. Do I need to link that somehow to my sheet? How would I do that? Second question, what is the best strategy to keep My Contacts updated…
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Conditional formatting in notifications & alerts
Currently, automation do not support conditional formatting. I want to see colours, bold text on email notifications. The alerts are lacking without pulling these through. Only manually background colours pull though - this really limits both the power and value of the conditionally formatting and of the alerts.
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Easy way to make assigned to change in bulk?
I’m new so please forgive me. If I want to make Adam assigned to the PM role in every step of the project is there an easy way? Like bulk editing?
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Best way to manage multiple users
Hello, The company I am with has an enterprise license for SS. We have a task where we are storing updates on a spreadsheet, as they evolve, within multiple departments. This has created much discrepancy within the data. I would like to lock it down to about four people being able to enter updates while others submit…
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Consolidated Work List by Assignee
One thing that I've found lacking in Smartsheet, compared to other products I've used, is a central location where a user can see everything that is assigned to them in one place. This would make it so much easier for our users to find what they need, quickly.
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Performing an Audit - Best Practice
Hi - we are performing an audit and we need to take the data, and have the consumer validate that its accurate, and if not, identify the change required. What's the best way to tackle that? I was thinking a form but there could be lines and lines of data to validate; is it as simple as having them review the sheet for…
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Locked Filters for Dynamic View
From the Dynamic View FAQ: "Dynamic View currently doesn't retain filters through subsequent visits to Views." It would be extremely helpful to our workflow to be able to keep filters locked on in dynamic views!