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Updating "master" task sheet status from six sub-project task sheets
I want to keep task sheets for six projects. I want them to feed to a "master" sheet. I have successfully created the automations to copy tasks as added to the six sheets to the master. Where I am struggling is in updating the master as tasks move from "new" to "in process" to "complete". I don't want to use an automation…
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What is the best way to connect "predecessors" in SmartSheets to Jira?
My dev team uses Jira, while the project team wants to use SmartSheets for Gannt charts, dashboards, etc. If we create tasks in Smartsheets through templates, how can we carry over "blocked tasks". In SmartSheets, we refer to it as a predecessor", while in Jira it would be a "linked task" as "blocked by". Any insights are…
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Example of Advanced Smartsheet Reporting & Interconnectivity
Hello, I have built a series of Smartsheet that collects data from 8 different sources and combines it into one easily accessible Dashboard that is interlinked with other Dashboards. We use forms to collect responses and store them in 6 Data Files. In addition we have a special Key File for each project, that tracks that…
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How to show names of issue submitters on dashboard?
I am tracking issues logged, and want to show the names of the ppl logging issues on a dashboard. I only want to show the name once, even if they've submitted multiple issues. Ideally this would appear as a list, with the name in one column and the number of issues they've logged in the column next to their name.
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Automatic Deletion
I am looking for a way to set up an automation for deleting rows in a sheet. My firm is unwilling to go through security testing right now and is wary of putting sensitive data on Smartsheet, but is wanting to use a form to collect the data. They propose that a notification is received when someone fills out a form and the…
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How to get a notification when only certain users have modified a sheet
Hi, I'd like to setup a workflow to get an alert but only when certain people have made a change to a sheet (around 75% of the users who have access to the sheet). I tried to setup a workflow to look at the 'modified by' column, hoping I could hand-pick the users based on this but I can only run this workflow when this…
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Task duration as a function of the task Allocated %
Hello!, Can task duration be calculated as a function of the allocation percentage? If one person is allocated 100% for one week then being allocated at 50% the task should take two weeks, etc. Another case may also be useful. If one person is allocated 100% for three weeks then allocating 300% the task should take one…
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Sequential Number
I am creating a Project Numbering system in a sheet that are generated based on selected criteria's. The last 3 digits would need to be sequential numbers "000" Auto-numbering will not work for this application as the criteria's differ for each program. Follow is what the formula looks like in excel:…
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Filter by color
Is it possible to filter a column by color? We use visual management extensively for some of our larger enterprise projects and filtering by color is helpful. I didn't see a way, not sure if there was a "trick".
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Filter tables based on dropdown menu selection
Hi all. I've been tasked with mapping some data key connections between a large number of tables. I am looking for a way to display only the tables that match criteria from a single-select dropdown menu. Some pictures are below to illustrate what I'm looking for. Here's what the raw tables look like. They are laid out like…