-
Date selector on Sight - going back to past snapshot
Hi Smartsheet Community I checked a couple of posts but couldn't really find an answer, here we go: Sights are technically always showing real-time status. As I need to submit monthly updates to our leadership team and we want to track status trends, is there a way to re-visualize a past view of a dashboard? Or is the only…
-
Submitting Product Enhancement Requests
I understand that by submitting a "Product Enhancement Request" it doesn't mean it will be actioned and even if it is, will materialize in the immediate future. I think that rather than it them seemingly disappear down a 'black hole' a published list and the status of requests would be useful.
-
Datamesh to Update Engagement Progress for Coaches and Clients
I run a smartsheet for tracking coach/client engagements. There are typically 6 or more sessions in an engagement. Neither coaches nor clients can have access to the sheet. I need the coaches to report the dates of each session in the engagements. Due to the nature of this environment, coaches can report any number of…
-
Autofill Date Column with Conditional Formatting
Hi there, I am trying to set up an approval sheet. I would like my "Due Date Column" to auto fill a date 3 days before the date in my "Date" column only if my "Completed" check box is NOT completed. Can anyone help me with this formula? Thank you
-
Enhancement feature - Merge Cells functionality
Wanted to start a thread for an enhancement feature to try and push this up in the road map prioritisations. For such a simple and standard feature in tools like Excel and Google Docs it has become such a barrier during the process of trying to migrate exsisting documents form the above tools to Smartsheets and now is…
-
Reminders in templates
Good morning, When I create a template the reminders do not transfer. Am I doing something wrong? The reminders are in the original sheet that I use to create the template. Thank you! Susana
-
Best practices and Governance
Hello We are using smartsheet more and more in the organization. Happily :) But as the number of users grows, so does the number of sheets, etc. A sound governance document is needed. I'm now digging into the subject and I'm wandering whether someone went through this exercise before me and would be ready to share its…
-
Project Management Plans - allowing for annual leave days
Hi all I am currently compiling a project plan to manage various peices of work within my team. I have columns for start and end dates and a duration (in days) column. What this doesn't take into account are days that my team are out of the office (on annual leave, for example) and not working on the projects. What would…
-
Approval set up
I'm trying to set up approval emails to go to specific department leads after another box has been checked as reviewed. Process: 1.) I apply for a position. I select my position from a dropdown, say "IT". 2.) HR gets an approval email. They review my application and click approve. 3.) An email is automated to the IT…