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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…
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Is there a way to see if an Automation was completed?
Hello, I am having trouble with an automation not running. It will run sometimes and other times it will not. I basically have it where if text is entered into cell 1 it will change the status cell to closed, once closed it will send an email to a different person letting them know if the ticket is closed. Currently when…
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Zeitachse
Welche gravierenden Vorteile hat die neue Darstellung "Zeitachse" gegenüber der bisherigen Gantt-Ansicht? Ist dies vorrangig eine andere Art der Visualisierung oder gibt es spezielle Funktionen, welche einzig über diese Darstellung ermöglicht werden? Welche Probleme löst diese neue Darstellungsmöglichkeit? Hat jemand…
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ISCRITICAL is FALSE for a PARENT task with CHILD tasks that are on the critical path
I have a project plan where the child tasks are on the critical path with ISCRITICAL = TRUE, but for the parent task, ISCRITICAL = FALSE. Is this expected behavior? Context: It's a waterfall project. Only the child tasks have predecessors and successors so that the dates and duration for the parent task adjust when the…
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Variables for columns:
Instead of always having to specify the full column names, simply define a variable or abbreviation so that you don't have to input long words.
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Pause Time Tracked
I have a request to create a way to track a certain record's time since it's been opened, but the user would like the tracked time to not include when it's in a certain status. For example, if the record is in "Open" status for 2 hours, have 2 hours tracked. If the same record is changed to "Waiting on feedback", however…
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Time Spent /Formula
Hello, I want to calculate the total time spent by each user to then create a graph. I tried a formula but it does not work. Can you help?
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Can I make this use case work in Smartsheet?
Hi, I've been trying to solution a use case, and I'm curious if we can do it in Smartsheet. The use case is ordering materials for individual restaurants based on specific criteria. I was thinking that I can set up one sheet with the restaurant specific information (name, address, city, other required criteria), and a…
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SUM formula with extending range
Is it possibly to have a SUM formula in a cell at the top of a column, calculating the sum of the contents of that said column, with the range beginning at a specific row but continuing to the bottom of the sheet and extending down as rows are added to the sheet automatically? It would obviously be easier for me to just…
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How to divide single request with multiple contacts to individual requests.
Does anyone know how to take a single line, with a single multi-select cell, and have that line parse/delineate/divide in to individual lines, either through a formula or an automation? Scenario: we are receiving schedule block request for team, and multiple people may be on the block request, therefore we have multiple…
