Project Management

Best way to manage multiple users
Hello, The company I am with has an enterprise license for SS. We have a task where we are storing updates on a spreadsheet, as they evolve, within multiple departments. This has created much discrepancy within the data. I would like to lock it down to about four people being able to enter updates while others submit…
Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
Post most recent comment to dashboard
I have a project tracking sheet that is updated weekly with the most recent updates for project progress, issues/concerns, barriers requiring intervention and next steps. How can I display only the most recent updates for these 4 columns in a dashboard?
Merged: Symbol column - Empty, Quarter, Half, 3/4 and Whole - Update Color
This discussion has been merged.
Show error message when i need to upgrade the plan
Show error message when i need to upgrade the plan
Tracking for a Bill of Materials (BOM)
We are a wholesale distributor and are looking for a way we can track multiple (10-20) construction projects in one workspace. In each project, there is project header information that needs to be statused and tracked, and a bill of materials that we need to upload via CSV to the project. This BOM material includes…
Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
When Smartsheet is down
Hey all! Just coming to the community board to see what options are out there or what others have done. I know today we have experienced a downtime with Smartsheet. Has anyone come up with a downtime procedure for times like this when it's down for longer than an hour? I am just trying to see what options are out there. I…
Make Rows From "Active Projects" Sheet Transfer to Another Sheet ("Invoicing") Upon Job Completion
My company uses Smartsheet on an extremely rudimentary level. We are not tech savvy; we are tragically behind. We have only figured out to use one automation so far, which is when a new cabinet-related "project" gets automatically added to our "Active Projects" sheet from our "Sales Pipeline" sheet. But we have a major…
Smartsheet Help
Hi Smartsheet community! I am looking for guidance on best approach to create an individual tactical plan w/ embedded milestones and general timeline that rolls up into a Team tactical plan w/ milestones/timeline. Hoping for functionality where individuals are notified a milestone dates and progress to goal is tracked at…

Upcoming Events

System Admin Essentials for Enterprise Plans
Join our Smartsheet System Admin Essentials webinar to learn how to manage your organization's Smartsheet environment! This session is designed specifically for Smartsheet System Admins. We'll walk you through the core responsibilities of a System Admin and show you how to confidently navigate the Admin Center. After the…
System Admin Essentials for Business Plans
Join our Smartsheet System Admin Essentials webinar to learn how to manage your organization's Smartsheet environment! This session is designed specifically for Smartsheet System Admins. We'll walk you through the core responsibilities of a System Admin and show you how to confidently navigate the Admin Center. After the…
Brandfolder Collaborator User Guide
Get ready to seamlessly upload and organize content within your Brandfolder! This on-demand session is designed to help you become a confident contributor and collaborator, ensuring your team has the right assets at the right time. What You’ll Learn: Maximize Features in the Asset Modal: Learn to navigate the asset modal,…
Brandfolder Admin User Training
Managing digital assets doesn’t have to be complicated. Join us for this two-part, on-demand webinar series designed to give Brandfolder administrators the confidence and skills to create smooth, efficient workflows. Whether you’re just getting started or ready to optimize your setup, these sessions will help you unlock…
Smartsheet Customer Success Onboarding (Japan)
Smartsheet カスタマーサクセスオンボーディングは、Smartsheet についての基本を学びたい方向けに毎週開催しているインストラクター主導のトレーニングコースです。ウェビナーは、始めるための基本、共同作業、およびさまざまな方法での作業の視覚化の基本など、Smartsheet のご利用を開始するために必要なすべてを網羅しています。

Project Management

Discussion List