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Automatic reminder emails
I would like to be able to have an automatic email sent to the speaker of a conference, 2 weeks prior to the conference and then 1 week prior to the conference with possibly some type of acknowledgement that the email was received and/or read? E.G. Remind Joe Schmo on 5/10 and then again on 5/17 that he has a noon lecture…
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Determining an identifier based on parent/children and an additional factor
I have a sheet where I'm tracking IT initiatives, and some are considered Cross-Platform. Some Cross-Platform records have children and others do not. (See screenshot) Based on some reports I need, I have to identify Cross-Platform initiatives, but do not want to include the child initiatives. I created a column called…
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Reporting Using Parent Child Relationships
Hello - I have created a report to display the current user's list of high level milestones. This list is supposed to display any milestone that is blank under parent child relationship. This ensures only high level tasks are displayed. Its seems to work fairly well, but I have encountered one issue. For one of my sheets…
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Dashboards and New Item Formatting
I have created several dashboards that contain multiple reports. In each report, I have selected "Highlight Changes" to highlight any changes made in the last 30 days. The reports operate correctly, but when I open the Dashboard, the reports on the the Dashboard do not maintain the highlighting. If I click on the report,…
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Automated Reminders
I have a sheet with tasks per row aligned to specific team members. Each row now has a reminder which is aligned with the due date column. Once the team member updates the row with a new due date, there is no new reminder set for the new due date. Can this be done automatically, so that when there's an update entered and…
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Project Management/PMO tips
Hi All, I'd be interested to hear how others are setting up smartsheet to support large programmes involving many projects, with multiple organisations, exec sponsors, and project managers. I work in the National health Service (UK) and have a master project list that contains summary information for around 200 projects,…
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Novice user, Build Reports
Hi. I have a sheet in which we enter transactions and the date they occur. I would like to generate a report that sums the number of transactions over a certain period. This report could then be emailed or accessed via URL, etc. Is this doable? Thanks!
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Formula Help
I am trying to match a cell on our contract status report and pull that cell information into our recruitment sheet. On the contract sheet name is in the first column and contract status in the sixth column. I want the contract status to populate into a cell on the recruitment sheet by name. I was thinking that VLOOKUP…
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Linking colums from one sheet to another issue
Good morning, I am trying to set up a master document with linked cells across three different sheets. First being an order form, second being a shipping form and third being an install form. All the information will link back to my system ID of which system is being installed. My question is when I highlight my cells I am…
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Cannot Copy Chart Formats with New Data
Hello, When I copy a graph on the dashboard it keeps the same formats (color scheme, grid lines, etc.), however when I change the data I want to look at it completely reverts back to defaults even if the data is the same # of cells and the same type of cells. Is there any way to keep the same formats but change the data…
