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How to turn off "Track your Team's Workload" pop-up
Every time I open a sheet or report this pop-up message is there. How to turn it off?
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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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Merge multiple columns into a single column on another sheet?
Hi, I have 3 columns on the same sheet (C1, C2 and C3) and I want to Merge them into a single column "A1" on another sheet. Is this possible in Smartsheet and how can I proceed? Thank you for your help. Best,
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How to transfer a sheet ownership from a user that is not in my organization?
Hello! I'm trying to take ownership of sheets I am the admin of, it gives me the error, "you cannot take ownership of this item because the current owner is not in your organization". My account was part of the parent company business plan, but now our company got their own plan, so my email is no longer part of the parent…
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Why would you save a sheet as a template vs saving as a new sheet?
I have a master sheet that I plan to replicate multiple times retaining all configuration I have done ie workflows, attachments, predecessors. It appears that saving as a template and saving as a new sheet would retain all of those features. So what is the benefit of saving as a template vs saving as a new sheet (and vice…
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Inconsistently updating Latest Comment Column
New conversations sometimes immediately populate to the Latest Comment column. Other times I need to save & refresh browser which works inconsistently. My last resort fix is to copy the new conversation, delete the original and then save a new conversation which then updates to the Latest Comment column. Anyone else run…
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Remove Duration from Project Plan Task Unless Certain Criteria Met
Hi there! I am working on building out a project plan template that we will use for onboarding. There are multiple branching paths and decision points that need to be made throughout the process, which determine if certain steps must be taken. I've managed to set up a way to "deactivate" tasks based on those conditions…
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Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
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Edit Start, End, or Duration from Report
I'd like to be able to edit the Start Date, End Date, or Duration of a task from my report. At present I can only edit Start and Duration from a report because End is treated like a formula. This is problematic when I need to adjust both dates because it forces me or another user to do math (accounting for non-working…
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Dashboard is a blank screen
I am trying to create a dashboard, and when I click "Create", I either get an error message or the dashboard is created but the screen is blank. Any thoughts on why this is occurring?