-
Make dashboard widgets interactive and drillable (click into segments like Tableau)
Dashboard widgets are currently mostly static. I can display counts and charts, but I cannot click into a specific part of a widget to drill into the underlying records. It would be a big usability improvement if widgets supported interactive drill-down. For example: Click a bar segment (or stacked segment) to open the…
-
Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…
-
considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
-
Can't resolve view only status
My user is in view only and we can't change it. My user was granted enterprise access and I've request admin access and been assigned it but my user still is view only. I was able to to do everything and I had to renew my license on my user, which is fixed. Sheets that I had created I can't even edit.
-
Successor tasks have mysteriously changed to start the same day predecessor ends
While reviewing a timeline created several days ago I realized that successor tasks are suddenly starting the same day predecessor tasks are ending. For example, Task A ends on 4/10/26 and task B begins on 4/10/26. Previously, task B would begin the following day, in this case 4/13/26 because Saturday and Sunday are non…
-
Timelines basics courses?
Hi all, I’m looking to get more up to speed with Smartsheet timelines, especially features like Gantt charts, dependencies, milestones, and overall timeline best practices. I’ve already built out one sheet and understand the basics, but I’d love to learn more about the tips, tricks, and best practices that more experienced…
-
Adding YTD totals without using Sheet Summary fields
I have a sheet the tracks manufacturing operations. Each year, I need to summarize YTD totals from the sheet. This is resulting in many sheet summary fields each year. As time goes on, I will run out of the limit of 200 fields. Is there a way to automate any of this, either with automation or having information go to…
-
How do you create a dynamic list of unique values from multiple sheets?
I am trying to create a "level of effort" calculation where we compare the count of bidded, lost, and awarded projects against a specific criteria, which is often a dropdown column in the source sheet. I have tried using JOIN, COLLECT, and INDEX from at least a dozen posts in the Community but nothing has worked to date.…
-
Unable To Create Project Using Control Center
Hello community! This is my first time trying to use Control Center so bear with me. I've been tasked with creating a solution within Control Center to provision new projects. I have my project sheet, I have my intake. I created a program and blueprint on the Control Center side. It references the intake sheet and a…
-
Merged: Dynamic View Grid Lines / Column Freeze
This discussion has been merged.