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Automated Dashboard Snapshots & History
Problem: Current Limitations Ephemeral Data: Dashboards are "always live." As soon as the underlying data changes, the previous state of the dashboard is lost forever; there is no native way to view "what the dashboard looked like last Friday." Manual Workarounds: Users must manually use snipping tools or "Print to PDF"…
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Construction Project schedule
I have created a construction project schedule and am unable to determine why the critical path is not displaying from the start of the project. The file is attached for reference. If anyone is familiar with this issue, please advise. https://us.v-cdn.net/6031209/uploads/XHXHC4EHD5NN/project-schedule-12-19-2025.pdf
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Use Sheet Summary as cell reference for a different sheet
I'm using salesforce connector to pull my team's hours information in real-time. The Salesforce connector sheet contains sheet summaries that I'd like to use a cell reference for a different sheet. I can't seem to find the best way or formula to do this. I don't want to use a dashboard with report widgets because I prefer…
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Displaying multiple time periods in Gantt view
Is there a way to display multiple time periods in Gantt view? Example: you have staff members that are your primary people, and they are contracted for 4 months, and then secondary or "fill" staff members that sit in when the primary is away on sabbatical or similar break. Idea here is that the gantt bar on a given row…
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Prevent Sorting on Shared Sheet
We have a lot of users using Smartsheet as a tracker. Team members sort and then filter to get the information they need. The problem is that the sort affects all of the other users who are sorting on different things. Is there a way to have the sort only apply to the user that is sorting? Similar to the way that filters…
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Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Native Burnup Charts with Automated History Tracking
Problem: Current Limitations Complex Setup Required: Creating burnup charts currently requires advanced formula knowledge, "helper columns," or separate sheets to manually capture historical data snapshots. No Native History Tracking: Standard charts only visualize current cell values. There is no simple way to plot "what…
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The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
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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.…