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Automating date tracking and reminders
Hello, Im building a long-range fiscal quarter date tracking sheet with preloaded due dates over multiple years . I need reminders to notify the assigned person only when the item is active , still unsubmitted, and within 30 days of the due date. I also want to avoid excessive reminder frequency. Also i want to generate a…
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Display Multiple Dates as Milestone in Gannt View / Timeline View in Smartsheet Reports
Hi, I have a query regarding the display of multiple dates from different Columns (5-6 Columns) from a report in Gannt View / Timeline Row within a row. Basically, Gannt of Gannts showing multiple projects in each row showing multiple Dates i.e. Gate Review dates in same row.
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How to Copy and Compare Column Dates from Separate Sheets into One Sheet
Hi. Goal1: For project management purposes, I am trying to compare project "Current Start Date" column in one Smartsheet (SmartSheet #1) against a "Q2 Start Date" column from another Smartsheet (Smartsheet #2). This is to compare the latest/daily Current Start Date against the Start Date that was planned in Q1 for a list…
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Reporting by month
Hello! I'm creating a reporting dashboard from a Smartsheet that tracks all incoming project types and I'm hoping to report a breakdown of the number of projects that are due each month. Is this possible with a particular formula? I'm coming up with a lot of errors. Thank you!
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Compiling a multi-department calendar/timeline
This may seem super basic, but I work in tandem with 4 different teams and need to construct a calendar/timeline for all of these separate departments. What is the easiest way to gather the information? Some teams use smartsheet, some use excel, but none have the same format and none really "talk" with each other - hence…
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"WBS Helper Columns->" column
Does anybody know what the "WBS Helper Columns->" column does in the Project with Work Breakdown Schedule (WBS) template? Is it just a helper column where a function could reside, or does it have an "Off the Shelf" purpose?
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Conversations: Add ability to quickly tag a comment for follow up and filter to find only those for follow up
I'd like the option to tag a comment for future follow up, and have the ability to filter all comments for those needing follow up. We use Conversations in our team meeting to capture ideas, changes, or follow ups needed. Also, for comments added in between meetings, I like to peruse what users have added and flag what we…
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Streamlining Automation Requests/Form Options
My team is looking to use Smartsheet capabilities as we continue building an dashboard for tracking KPIs across various project initiatives. Each initiative has its own row in Smartsheet, and we've included the initiative owner in the corresponding column. Some initiative owners are listed for multiple initiatives. We're…
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Construction Phase Count Formula
I'm trying to count how many projects are in the construction phase each month using this formula: =COUNTIFS({Master Project List Range 1}, "2 - Construction", {Master Project List Range 2}, <=Month@row, {Master Project List Range 3}, >=Month@row) It works, but I want to make sure it's also counting projects that are…
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Multi-Project Gantt Chart with 1 Swimlane Per Project
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…