-
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…
-
"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?
-
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…
-
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!
-
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…
-
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…
-
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…
-
Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…
-
'Save as New' no longer an option
Hello 😁 I used to be able to duplicate a folder by right clicking it and selecting 'Save as New'. This is no longer an option. Is there a workaround I can use to duplicate a folder? Am I missing something?
-
Best way to visually separate different phases in a Smartsheet tracker?
Hi, I often build trackers for workstreams that move through a process or lifecycle. Where these involve distinct phases, I’d like a clearer way to visually separate each phase within the sheet. At the moment, I’m just using coloured columns/lines as section breaks, but it doesn’t feel particularly clean or optimised. Does…