Has anyone used Smartsheet to build a term tracking sheet and dashboard for boards of directors?
I'm interested in using Smartsheet to build a dashboard and spreadsheet to track term limits for our board of directors. If anyone has done this before and they are willing to share an example, that would be very helpful. Thank you in advance!
Trying to Auto-update due dates based on actual completion date
Hi, I am new to smartsheet and I am finding it very useful; except that I can't figure out how to auto-update completion dates. For example, when I plan out my project, I put start dates, duration, predecessors and who it's assigned to so I know when the project should be done. Building a house may require someone to build…
How to combine multiple sheets with large volume of data
I have a large data set (9K rows + 250 columns) so it is broken up into multiple worksheets. Is there a way to combine? I have figured out how to build reports on multiple sheets, but not how to compile the results for a dashboard (ex: count how many records are across all sheets and have this on dashboard with a breakdown…
'Save' button for work in progress, for external form-fillers?
We use Smartsheet forms for grant applicants to submit initial information. Without a 'save' button or feature, we've had to advise our applicants to prepare all their answers offline, and then enter all their responses in one session. This can be problematic if the applicant gets pulled away on another task, call, e-mail,…
Notification emails with new Proofing feature
My organization plans to start using the new Proofing feature, and today we did some initial testing to see how it works. We noticed that the person who requested a proof review didn't get ANY notification emails when new comments, approvals, or rejections were added to a proof. We tried to set up notifications using…
Modifying a date based on 2 variables
Hello Everyone! I would like to create a formula that says If the value in the "Variable" column is "HIGH" AND the date in "Column 1" has a year less than today's year, return that date with TODAY"S year. Otherwise return that date unchanged. In other words, dates in the previous years are brought to this year, dates in…
Can a range be specified with a beginning and no end?
I'd like to create summary rows at the top of my sheet, but specifying the entire column as a range in the formula is causing #circular reference and #block errors. Is there a way to specify a range from row 25 to infinity? I'd like additional rows to automatically be included in my summary calculations. The formulas I'm…
Tagged Comment Fields
Would be two suggestions, one is ability to add tags/categories to comments. Second would be ability to configure the tag(s) to be shown in the latest comments column that was recently added We use multiple columns to add notes and comments for a mission from particular program areas such as volunteers, logistics, safety…
Sorted column keeps resetting
We're using forms to gather requests into a smartsheet and the default sort should show the newest request first. There is a Created (Date) System column in order to sort by newest received but the sort continues to glitch each time the sheet is closed and it defaults to sort oldest to newest. This is creating some…
Options to display all formulas/functions in a sheet
Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy the formula/function body as text to a hidden column for reference or reporting.…