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Meeting Agendas - Are you utilizing Smartsheet's Meeting Management Template Set?
Hello, I am relatively new to Smartsheet and am interested in hearing how folks are utilizing Smartsheet’s Meeting Management template set. My organization is looking at potentially using the meeting management template for our meeting agendas and minutes but are running into a few snags. We are considering using the…
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Publish with Filter ON
I have a card view that is set to display with a filter on by default. Is it possible to also Publish this to the Web with a filter on by default?
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Edit Interaction - When this widget is clicked on
Hello, I see that I can go back to the spreadsheet where the original data is when I click on any "part" of the chart (pie on screenshot). However, I'd like to click on a specific piece of the pie "complete, in progress, on hold, discarded" and be sent to just the filtered rule I have set up for each state of the items, so…
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Automated Workflow - Invalid Date Error
I have set up an automated workflow to trigger when status changes to complete if date field is greater than 12/31/18. I am able to choose the date but it changes to "Invalid date" when i save the workflow. I thought maybe since the date field i was using is an automatic number field, it didn't recognize the field as a…
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Automatocally changing due dates and status on recurring tasks (Monthly, weekly, etc)
How do I make a row update the due date for a monthly, weekly, and/or quarterly recurring task? I would like it to automatically change the due date to one month, one week, or three months in the future and change the status back to Not Started once a recurring task is marked Complete. I need to be able to do this at the…
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IF & ISBlank Function
I am trying to test whether or not the score inputted is greater than 80 or less than 80. If the score is greater than 80 , I would like my status column to populate with a string labeled "Passed". If the score is less than 80 I would like my status column to populate with a string labeled "Failed". Heres the issue, I am…
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Remove Predecessor Link
I accidentally drug a line to link two tasks, they are not dependent on each other. How do I remove the predecessor line?
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Can I delete rows from Master sheet?
Hello, I have a Master sheet, into which information comes every day via a form. I also have a Wrap Up sheet which pulls specific data from the Master and manipulates them via a formula into a number I need to display. For example, the form populates the Master Sheet with the number of patients on a unit at midnight, the…
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Sign-in Sheet using Smartsheet & Forms
I have built a sign-in sheet using forms (yay) but am now wondering if there's a way to do the following: We occasionally collect some attendee data that I'd love to have pre-populated so that people can sign in and add in the rest of their information and also sign there. Is there a good way to do this in Smartsheet?…
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Roll Up Sheet needs daily "activation" to work
Hello, I have a Master Sheet and a Roll Up sheet based on the Master. The Roll Up uses a lot of formulas, including the "TODAY()" function. Apparently, the Roll Up will NOT refresh to reflect the data that came into the Master unless I physically go in to the Roll Up and "activate" it by scrolling around in it and…
