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Ideas on how to manage high volume, bundled update requests?
Hey Folks, I manage a later sheet where we will be rolling out regular Update Requests. These requests are grouped by Lead by Project. This means that when a request is triggered, some individuals may have 10+ project rows requesting an update. The issue: When these are triggered at the same time, they become bundled into…
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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…
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Task Status Update based on Previous Step Completion
I've been asked to lock the "Status" column and only allow changes to the "% Complete" field by the assigned task owners. This admittedly will limit the use of all the status' as I'm trying to develop a strategy to simply change my approach and limit the functionality options. My Status column should ideally include the…
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Columns Moving Automatically
Has anyone had any issues with column headers moving around the sheet automatically. I have multiple sheets referencing each other using vlookups to report back and also to use tools I have created. Therefore the location of certain columns are highly critical to my companies daily workflows. I have already confirmed that…
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My client, an unlicensed user is not receiving their validation code
Sorry for such a basic question, but I have looked every where and reached-out to SmartSheet support. My client, an unlicensed user is not receiving their validation code to access the smartsheet I've created as a licensed user. The code is not in their junk or spam folder. Any thoughts on how to fix this? They've followed…
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From End Date Calculate Start Date
a date function that start with the "due" date(end date) and total hours to calculate the start date
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Joyful Animations - in Smartsheet!
I am proposing bringing a bit of pizzazz to Smartsheet by having celebratory animations for certain criteria. Think Joyful Animations in Outlook! My team was hoping to have some sort of confetti pop/gif/image when we close out a project or hit a milestone. Bonus points if it is configurable like the automations are.
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Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?
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Has Anyone Found Success Using Both Smartsheet and Microsoft Power Platform?
Hi everyone 👋 I work for a mid-sized company (~5,000–6,000 employees) that’s heavily invested in Microsoft technologies — we use Power Apps, Power Automate, Power BI, and more. At the same time, Smartsheet is widely used across our teams, especially for project tracking and collaboration. Right now, we’re in the middle of…
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MS Project vs Smartsheet connectivity
I have a project that is run in MS Project (Desktop) on clients SharePoint, which we also want to have in our Smartsheet account so that we can track the progress and allocated resources, without duplicating efforts on updating both. I have found this can be done via Data Shuttle (which supports desktop version of MS)…