-
How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…
-
Health Icon Formula Help
Hi All - Longtime lurker, first time poster. I am attempting to add a Health Column to a smartsheet created by a colleague. I have been in the forums checking answers to similar, and tried to kluge my own formula together, but I've either missed the logic or I'm trying to do too much. What i'm trying to achieve rollup…
-
Automation Trigger Scheduling for Short Term Processes
The situation: I have a simple checklist for my team. I want to set an automation to send a reminder to the assigned team member weekly after a listed due date if they haven't checked off a task by that due date. Currently, if I want the reminder to send at a time relative to the due date, I have to set the trigger to Run…
-
Smartsheet Gantt Chart
I’d like to suggest enhancing the Gantt chart to support more complex project schedules, similar to Microsoft Project Professional or Primavera P6. Currently, Smartsheet’s Gantt chart works well for simple schedules but is not suited for managing complex construction projects. Improving this feature would make Smartsheet a…
-
When using Smartsheet for Project Management, what do you use for the Scope doc?
I have been working with google docs, created project intake, scope template documents. Then I started to use Microsoft Loop - but I can not embed the loop URL into a smartsheet field. Cuious what others use for "documents" to keep all of the project docs together?
-
Recurring Tasks - Please.
Please create some kind of button/feature/right-click that will easily turn tasks into recurring ones (like in Asana or Microsoft Project). The amount of workaround hacks needed to get this to work is tiring, and puts off team members who are not as experienced with bullying Smartsheets into doing what they need it to do.…
-
I have a "Current Project Log" with 2024 accounts. How do I move to "2024 Log" & keep dashboards?
Hello, Due to the size of our log I can only keep 1 year's worth of data in a sheet. I have monthly and YTD metrics/dashboards that pull from the current sheet. I need to move 2024 into a new sheet to make room for 2025 projects, but I know doing this will cause issues with the dashboards. Is there a way I can do this…
-
Automated Column Increment for Due Date Changes
Tracking how many times a due date has changed in Smartsheet currently requires multiple helper columns, copying rows to another sheet, or a combination of these methods. This process seems overly complex for such an important project management task. A built-in feature to automatically count and display the number of…
-
Possible to change the Resource Allocation End date in bulk for one project.
We have a large number of resources for multiple projects. For us, it's very difficult to change the allocation when the project date has been changed. If you can work on this, we can extend the resource allocation end date in one way for all the resources in the single project, which will help us minimize our effort for…
-
More than 2 actions following an approval
Is it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be recorded, and the status to be changed. I would prefer not to have multiple…
