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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…
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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
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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…
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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
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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…
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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…
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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…
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Send email to people who fill out form at a later time
In trying to use Smart Sheet as a way to track applicants, and even use a form as an application, I'd like to be able to notify applicants that did NOT get the job that they didn't get the job. Is this even possible if I collect email addresses?
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Automated linking of added rows
Hi! I seem to have a major problem here and hope for you expert advice. My situation is as follows: 1. Team A and team B work collaboratively in Masterfile on first phase of the project with over 200 rows from all countries. 2. Team A also works with the other 7 country teams on a second phase of the project. 3. All teams…