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Need update to keep columns collapsed
I've seen many thread with this, none of which have the answer the user was looking for, so I'm starting a new one, hoping this can be an update. I manage a log with many graphic designers who share this log with me. For items not yet on order but have item #'s created, I like to keep them under a parent row neatly tucked…
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Pulling Original Due Dates from updated Due Dates Cell
I am wanting to track, months into a project, where I originally had set the Due Dates. I have 300+ line items and I would prefer not to go in manually to update a new column with "Original Due Date". Is there a formula to pull that information from cell history so I don't have to manually do this? I sincerely appreciate…
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Allow Adjusting Baseline for Individual Tasks (Row-Level Baseline Reset)
Idea / Feature Request I’d like the ability to adjust or reset the baseline for a single task (or selected tasks) instead of having the baseline feature work only at the entire-sheet level. Right now, “Set Baseline” and “Reset Baseline” apply to the whole sheet. On certain projects, especially in construction, only certain…
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Add "Links" to row action indicator column
With so many organizations using Sharepoint, Teams, etc. now, it would helpful to have a dedicated spot to include Links to documents/files just as Smartsheet has made available the Attachments window to attach documents to sheets (even if it is to just document the link existence versus a "click to go to" feature).
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How to gather change orders within a project plan?
Our marketing agency uses a SmartSheet form to collect new projects (project intake sheet), then we create individual sheets for each sold project (project plan). We execute the project as laid out in the Project Plan. However, we also have a sheet to collect change orders for all sold projects (change order intake sheet).…
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Timeline View - Printing
Would it be possible to have the printing option for the Timeline view?
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Automation template not working
I am trying to use the automation template in a work plan sheet, where when I change the project status column to "completed" the "% completed" changes to 100% on the row. I have even tried to reverse it, and say when % completed = 100% change project status to Completed. This seems like a very simple ask, and is a baked…
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Child row and Multi- contact cell selections
I am currently developing a portfolio management system in Smartsheet to centralize our work. To accommodate multiple project owners, we are utilizing a multi-select contact cell. When a user is assigned as an "owner," the initiative appears on their individual summary sheet. However, we have encountered a challenge: in…