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Simplest way to update staff on onboarding tasks
My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few options but wanted to ask if anyone had an idea on how to do this. Thanks
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Referencing the last comment to update a column
Hi Community, I've started a Software Issue tracker and so far I've found ways to display the information how I'd like it. I hit a road block when trying to display the latest comment a field on the spreadsheet. I'd still like to use the comments thread so other Project Stakeholders can reference the communication for each…
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Can we decide who receives emails when the comments are added?
I use Smartsheet as a request system for our team. We will have tickets that are assigned to the members of our team and the tickets are submitted by anyone. I want to customize who received emails when the comments are added. For example: If the person who submitted the request (Requestor) has added comments, I want an…
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Is there a way to show the report and give edit access to add comments and add attachments?
I have designed a workflow for our team and used the Request system workflow as a start. I created a report and attached the link in the email when someone submits the form. I have this report linked with the underlined sheet where my entire team works. V have information that shouldn't be shared with anyone outside the…
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I want to create a report that filters for the current user across several different columns
I'm setting up a Project Portfolio grid which will be used to enter/update/monitor the current projects for our division. I would like to create a report (and a related dashboard) that will automatically select the rows which the current user has a role in. There are multiple contact list columns, including Strategic…
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Tracking % Changes Over Time
I have a master sheet (linked to many other, scope-specific QC sheets) that calculates % completion per task. Each row is for a different task, and each task has their own amount of steps. This information is all linked & calculated from the scope-specific sheets. Column 1 shows "# of steps completed to date", column 2…
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Date Range formula format
I'm trying to figure out a way to get the number of rows that have a date within a certain range. An example would be if I have a column with dates ranging from January 1 2020 to August 1 2020, how many of those dates fall in the month of January? Is this possible?
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Test case Smartsheets
We're going into UAT soon. I've chosen Smartsheets to put all the test cases the testers need to run. Some things I'm wondering about - hopefully all of you ppl smarter then me can help: 1. I imagine that I will need multiple sheets right? Each tester will run the same end-to-end set of tests and record pass/fail/defects.…
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Triggering a Microsoft Flow when a column is updated
Hi all, I have a smartsheet that my operations team manages. It tracks all orders that we receive through our defined shipping process. Each order is a new row and there are multiple columns. One of them is the "Estimated Shipping Date" which someone from our team will fill out. I want to create a Microsoft Flow that…
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Gantt chart that overlays multiple projects
We are trying to see if there is a way to view a Gantt chart that overlays projects that are in multiple sheets so that we can make sure our department is not spreading itself too thin/which projects have overlapping timelines. Is there a way to accomplish this?
