-
Meeting Management - Implementation of Template Set
Hello All, Has anyone implemented the Meeting Management template set who would be willing to share what works and what could be improved? We are looking at moving our minutes into Smartsheet (obviously), and I would like to understand a bit more. The "Getting Started Guide" for the Meeting Management template set is a bit…
-
Auto reference a file added to a folder that a Report is pulling from
I need help finding a way for my reports to automatically pickup new files. I have numerous reports that need to reference everyfile that is in a given folder. When these are first setup, it is very easy to select the folder for the "where" portion and it grabs every file within those folders. However, it doesn't appear…
-
Finding a value from one sheet on another sheet and transferring cell info onto both
I need help figuring out a formula that will cross reference between two sheets. I have one sheet that stores our open orders and another that tracks our orders undergoing quality assurance. What I need is a formula that takes the order number from the open order sheet and searches for it on the quality assurance sheet,…
-
Dynamic View for Calendar App
Similar to the way we can create Dynamic views of sheet data, it would be nice to create different user roles for a published calendar that is populated by each user groups permission settings. For example, I have one published calendar that shows events in multiple regions, but I would like to continue using one published…
-
Best practices for adding instructions to a sheet?
Hello! What works well for adding "How To" instructions for a sheet? Rather than create a separate document for a User Manual, I'd like to embed the instructions right into the sheet. I see two main options: * Using the comment functionality in a row. * Adding a text column. In a perfect world, I'd create as much…
-
Changing Finish Date based on % Complete Column to Update Schedule for Predecessor Tasks
Currently in a Project Sheet there is no way to automatically change a Date in the Finish column once the % Complete column changes to 100%. I am trying to have the schedule auto update the predecessors start and end date based on the date the ancestor task actually was completed. There is currently no way to automatically…
-
Project Intake Sheet and Project Metadata - Not Updating Yellow columns Automatically
I'm trying to figure out how the yellow columns with Start Date, End Date, Dashboard Link, Schedule at Risk and Project Status. Everything is updating except for the Start Date and End Date. Those are staying at the default of 12/19/19 and 2/11/20. Where are those supposed to be pulling from. I followed the instructions…
-
Zero Formula
Where do I find the formula to have a cell display nothing when the total becomes the number zero? I have a sheet with zeros in multiple places and it clutters to much.
-
Moving children rows under a different parent row
Is there a way to set up a formula that will move project status "completed" from under one parent row to another parent row named "Completed project" once the project status has been selected as completed?
-
Symbol column - Empty, Quarter, Half, 3/4 and Whole - Update Color
Hello, When doing a project plan, I'd like the ability to update how this symbol color shows up based on what they choose for their milestone completion progress in this column. Right now it shows up as light gray however that is usually the color of the header rows and it is hard to see. It would be nice to have the…
