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How can I summarize people working by hour on a simpe excel sheet?
This might be simple for one of you but it's driving me crazy. Please help. The enclosed pic is part of a simple employee schedule where employee daily hours are entered on a "time in" and "time out" basis. Below the schedule you'll see a breakdown by hours of how many employees are needed for that day (which is entered…
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Calendars
2 Part Question I want to make 2 employee calendars 1 for vacation another for PTO. Can I create just calendars? I created an installation sheet and a service request sheet. Is there anyway to merge the 2 calendars and color code the installation separate from service request. I would like to be able to view 1 calendar to…
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Unicode character to allow blank rows in forms
In the spirit of sharing, I thought I'd let you all in on the Arial Unicode Right-To-Left Mark character that can be used in forms to add blank row between Help Text and the form value. As per the image below: * begin by selecting and copying the U+200F character from the Arial set in the Windows Character Map application.…
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Feature request - dynamic lists
Dynamic lists would be a very valuable feature in smartsheet. When we add a new employee to our system, we need to add them into about 10 different sheets, so that they can select their name from the relevant lists and fill out a timesheet, project reporting etc. If the new employee could be just added to a dynamic…
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Insert Time Stamp
Is there a way to insert a timestamp into smartsheet when a specific field has updated? I would create a column that it can be stored in I just don't want to have to have the team manually update it. I need to be able to see what was completed yesterday. thanks
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Best way to report a top of funnel of requests metric
Hello, We are using Smartsheet as an intake form of new projects. What I need to do is do a COUNT of all the projects that came in for this week and also by product type, and region request. However, the only way I can think of doing this is to pull a report that looks at the created date and 7 days back, but I know you…
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Date Validation
I am able to limit date entry to only current month and greater but I need to allow an entry of last month date upto seven days of the current month. Ultimately I want to limit the date entry into a cell to only allow a past months date seven days after the current month. I would like to use Validation for this.
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Setting Alerts on multiple fields with dates to remind me to re-run the check in either 1 year, 3 ye
I have an HR onboarding master checklist that shows the dates certain forms were signed and the dates certain background checks were conduced. I need to set alerts to let me know when a check (which will have a date in the field) needs to be re-run. In some cases, the time frame is annually, but in other cases its every 3…
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How do I change a user's login name
What is the correct process for changing a user's login name after they have a name change (marriage, incorrect spelling when created, etc) I see I can change the first name / last name, but I'm not able to find out how to change the login / email address.
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Client Invoicing
Hi, I just signed up to the trial of Smartsheet today, so I'm very new to all of this. I'm wondering if we can use this for client invoicing. As a start, I have set up a sheet that lists employees, which includes a "Client" column to whom their time should be billed. For each employee, I have set up a separate time sheet…
