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Project Management
Hi, we currently have a few web forms, that allow clients to request quotes. These then populate fields on a smartsheet as normal. We have two challenges that I'd like to implement but can't seem to get it right. We would like to give the client more visibility on the status of the opportunities, but for various reasons,…
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Uploading large excel sheet
Yes, I read the blog posts from 2016/2017. I tried loading a sheet with 32 columns and received an error message indicating I had over 200 columns. In my opinion, the error message is misleading. Submitted this to SmartSheet support. Just wondering if anyone else is having an issue of this nature.
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Scheduled Backup
I am trying to set up a backup on our main sheet (This one has info from other sheets linking into it) I am able to select schedule recurring backup for my entire workspace, but we don't need all of that. All we need is one sheet to be backed up each week. When I right click on the sheet it will allow me to request a…
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Convert gannt chart into monthly revenue forecast
I'm new to Smartsheet and am trying to build a revenue forecast sheet that updates dynamically from an MS Project gannt chart of multiple contract timelines. I'd like to be able import the gannt chart and show the revenue over the gannt chart timeline, have the $ show on the gannt chart by month (or week), then have the…
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Smartsheets for medical practices
Does anyone know if smartsheets solutions can be used to manage medical projects? This would include documenting information that would flow via api into an existing enterprise system.
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CheckList items not present from Trello import
I imported a board from Trello, where I used CheckList on a lot of cards. It now looks as though the items on the CheckLists didn't follow the import, just the number of items and how many are completed. Can I find those items anywhere or are they not here?
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Taking three customized smartsheets and putting them into a new Project sheet
We have three smartsheets that are all unique, but need to combine them into one Project sheet. They're medium size, so copying and pasting might work, but wouldn't that require all formats to be the same? That would take a fair amount of effort to do. I suppose I could export them all and then manually set them up in the…
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Export to letter formatted document
Has anyone tried building a sheet that would have a presentation level, letter format when exported? I'm looking to build proposals within Smartsheet, then I could cell link that final/approved fee into my project tracking sheets for cost comparison etc. In Excel you would typically do this via cell merging etc, but that's…
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Box >> Tableau Integration
Is this possible to have a Box to Tableau integration with Smartsheet at all? I understand that Smartsheet can have attachments connect from Box (that should update in real time), but is there anyway to actually populate the SmartSheet with the values in a file on Box? I only ask because it looks like the Data Connecter…
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Exporting Attachments FROM Smartsheet to BOX
We are using Smartsheet to manage client data including a profile picture. Client info and attached photo is uploaded via webform to the Smartsheet. This photo needs to be edited and saved in Box so a) it can become the profile picture in their row, and b) can be available for printing an ID. I need a way to automatically…
