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Drag attachments from Outlook to Smartsheet.
I cannot drag an attachment straight from an Outlook email into a line in Smartsheet. First I need to save it localy, then attach. This is time consuming. Is there a way around (setting) I am missing? It would be nice to actually drag an email in Outlook to Smartsheet too. Thanks, Dave
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Reports - pdf or Excel ?
I send regular reports to customers showing their expected delivery date of products. These dates can change frequently to suit their own construction schedules. Some customers prefer Excel format, others prefer PDF. If I need to change the email address of any customer, or add another name to their team, I am unable to…
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Hyperlink from a report
I have a report from a smart sheet. I want to have a hyperlink to be able to open the data sheet from the report, but the data sheet is not listed as a sheet when you open the hyperlink to another sheet. Why can I not see it?
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Filter display
Hello, I need a little help to get the filter to work properly. In a report, I applied a filter to get a display based on people and later by date but the display does not give the right result. You can see with the screen shoot Thanks
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Gantt Chart Timeline?
Is there a way to have the bars in a Gantt chart to be all on one line? This way the info can be compressed similar to "Timeline View" in MS Project. Can it be done with SmartSheets?
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Exporting to MS Project with Correct Dates
Hi, I am trying to export a schedule built-in Smartsheet to MS Project to share with a customer. When I export and open the file as an XML, none of the dates are correct. All of the other information appear to be accurate except the Start and Finish Date Thanks, Chris
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Status Change if Column Checked
Hi everyone, I need some help with a formula that just doesn't want to work for me. Currently my status column changes according to the {Proof Approval - Kim} column. It works fine (formula shown below) Now I want to add on to this formula so, if the column {Out For Approval} is checked, I want the status to change from…
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T-shirt size icons for visual icons?
Would love to have S/M/L T-shirt icons to visually look at sizing. This would be helpful as a project manager and on a scrum team
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Dashboards - Public Access
I want to be able to share a dashboard company-wide that I have created and make it more than "view only". The dashboard contains 3 forms I want any company user to be able to interact with (without me individually sharing it to each user). How do I accomplish this? Currently, publishing it has only allowed users "view…
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Formula for meeting two criteria and a certain date
I have a Date Column formatted as such [01/01/19 3:59 PM] I have a "Request Type" column which has 3 different request types. (SCHCOM, GSA and OFC MGMT) I need a formula to show how many requests by type by month. How many of each request type came into the sheet in Jan, Feb, Mar. etc..... I tried a few different versions…