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Sharing Two Linked Template Sheets
We are rolling out a new process dependent on two linked template sheets to be shared into workspaces for each new project. When we share the templates into a workspace today, it appears to retain the links back to the original template in our template workspace. Is it possible to share two templates together and have them…
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"Project Requirements Matrix" excel Template
I am trying to import a excel template into Smartsheet but when I do the formulas are all out of sync. The template was on the Smartsheet website but whenever I click on the "Click here to Create in Smartsheet" it asks me to sign up for an account. Manually uploading it just makes it very cumbersome due to the formulas…
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Maps
Please consider building mapping tools. For example, it would be nice to be able to generate a simple map showing the location of facilities we service across the states in our region. That map could be displayed on the company dashboard. More complex mapping features would be useful to incorporate with scheduling clinic…
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Tracking Projects on Smartsheet
Hi, I currently have a list of projects that i'm tracking on a smartsheet, However if I were to add milestones/tasks, I’m unable to merge the rows under column “Project Name”, “Project Manager” thus having multiple rows with repeated Project names etc. How do I go about setting this up all in 1 smartsheet? As ideally I…
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Find First Duplicate in a Sheet
I am trying to find the first duplicate value with the purpose of using that to highlight another cell; however, my attempts at the first part of the process have resulted in both #UNPARSEABLE and #INVALID COLUMN VALUE. The formula I'm trying to use mimics something I've used successfully in Excel: =COUNTIF($[Master…
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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Is it possible to hide dates in a project plan and display week 1, week 2, etc.?
I'm setting up a project where the start date is still to be determined. I have been asked to provide a column that has the week a certain activity needs to occur in. For example, instead of kicking off the project on 25/09/2023 the Grid View of the project plan should have a column in it that shows the project kicking off…
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Send notification without access to sheet
I am wanting to create a workflow that will send a notification to a contact listed in a row without allowing access to the sheet itself. Specifically, when I receive a notice to vacate from a resident in one of our apartment buildings, I would like to send them an acknowledgement that it was received when its added to the…
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Automatically Check "CC me" whenever sending rows
My organization regularly sends rows in requests to other team members to review. I would love the option to automatically check the "CC me" box whenever I am sending rows. This option could be togglable in settings. This will help increase efficiency in the workflows of many and ensure documentation happens every time as…
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Trying to Auto-update due dates based on actual completion date
Hi, I am new to smartsheet and I am finding it very useful; except that I can't figure out how to auto-update completion dates. For example, when I plan out my project, I put start dates, duration, predecessors and who it's assigned to so I know when the project should be done. Building a house may require someone to build…