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Add Comment Section to a form
Hello, Is there a way to add the comments section to a form? Or a formula to move / copy text from a comments column into the comments section? Thanks! Matt L.
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Grouping On Reports for Individuals Utilizing Pro Account/ Adding another plan tier
Hi, I am a business owner and like using Smartsheets for collecting information from my clients and track various information. I used Smartsheet at a former employer and really appreciated the grouping function to create charts, graphs, etc in dashboards but don't have that functionality with my current Pro account. I…
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Pull data from a row
I'd like to pull data from a Smartsheet row, having designated specific columns, and put it into a document that can be printed.
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Automation to Move cells without individual logic
Hi Smartsheet Community, I’m looking for assistance with optimizing our workflow for our project intake process. Here’s our current setup: All project requests come in via a single intake form. They populate into our Prioritization Tracker Rows are triaged as Declined (move to Declined sheet), Backlog (move to Backlog…
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Copying column to another sheet
Hi, I have a sheet that includes a calculation to update the value in a specific column in real time. We'd like to track the values over time (monthly) and are looking to automate the process of copying the column and pasting it to another sheet, so we'd be able to create a line graph that shows changes over time. I am…
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Prioritization Best Practices
We are looking to implement a more quantitative, objective prioritization method for our project portfolio. What are some of the best ways to set this up in Smartsheet? If you include on your intake form, how do you count on those submitting to be objective?
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Uploading Attachments to Rows on Sheets
I am unable to upload files (PDF, docx, etc.) to rows. Is anyone else having the same issue?
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Paste Special > Links to copied cells is greyed out
Hello My option to paste special > links to copied cells is always greyed out, even when trying to paste into the same sheet and column. I've tried different browsers and sheets. Any help gratefully received!
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Automation Help Please - Change Cell
Hello smartsheet community! I am basic familiarity with automations. I've created dozens, but they have all been fairly simple. Right now I am working on some automations for our project management templates, specifically our project plans to automatically when a task is delayed. I have created 3 separate automations…
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How to go about custom landing page? or pin an intake form ?
Hello, We primarily use Smartsheet for project management. We have an intake form for PMs that triggers automations and populates a project template. I’m trying to figure out how to set up a customized default landing page (not the one-time welcome window). I was able to add branding to the home page, but I haven’t been…