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offrs here - new to the community and doing a review for Real Estate use
New to the community here. Interested to see how Real Estate agents are using smartsheet for their business. Looking forward to hearing about it. Thanks!
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Checkbox Formula
Hi there, I have created a document designed to check off whether or not we have received scores back from our partners using a column of check boxes. I need to input a formula that counts the boxes that have been checked off versus the total number of check boxes (ex. Scores Received: 4 out of 20) Can someone provide a…
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Best way to manage Projects, Ad Hoc Tasks, and Reoccurring tasks
Hi community. I'm new to SmartSheet - and we are getting our team of 6-8 set up to try and manage our larger Projects, Ad Hoc Tasks each one us handles, and some of the larger reoccurring tasks (like writing / sending monthly email newsletter). We probably have 5-15 large projects and 50+ smaller ad hoc tasks. Any…
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Weeks to go Formula
Apologies if this exists somewhere - I tried to look but couldn't find exactly what I needed. Using smartsheet to project manage for an event - I am wanting to have a 'Weeks to Go' Column that counts down how many weeks until the exact event date along each task item. Thanks!
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Three levels of detail on single calendar view
All - We have data that is organized into a Target->Category->Item hierarchy, for example: Target: Big Event in Las Vegas Category: Digital Blogs Item: Blog about XYZ There is a "Target Date" for the top level Target, and an item "Due Date" for individual items. I am trying to fashion the data in a calendar view so that…
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Rollup Calendar View
All - I am trying to find an easy way to "roll up" detail we track in a calendar view to show a summary view of the data. We are tracking deliverable assets for a marketing organization, which are organized by Target (Release XYZ) and Category (Buyers Journey Stage X). Other attributes include due date, owner, team,…
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Can I show form users a calendar BEFORE having them fill out the form?
Hey, slightly complex question: my marketing department services several companies under our corporate banner, and we would love a way for end (form) users to see a calendar of scheduled communications before requesting a new one. We're hoping that showing stakeholders our already-full calendar of communications will…
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Calendar view
I am trying to view a sheet in calendar view that covers the whole year at a glance...I'm pretty sure it's not possible but I'm hoping I'm wrong. Can anyone help?
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Need help adding reminder date to a column
I have reminder set on various rows in the sheets in my Smartsheet. Is there a way to have the "date" that is set on each reminders displayed in a column on the same row? In the attached screenshot... Row 1... the reminder in the "i" column is set for Wed, 12/27. The project isn't due until Fri, 12/29. But the next…
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"Save As New" doesn't retain Auto data...
I use a separate sheet to track projects in each calendar year. This means I need to carry over partially completed projects rows from the previous year's sheet to the next year's sheet. I've used a "Save as New" to duplicate the sheet, formatting and data, but my "Submitted" column which contains the "Date Created" now…