-
When Smartsheet is down
Hey all! Just coming to the community board to see what options are out there or what others have done. I know today we have experienced a downtime with Smartsheet. Has anyone come up with a downtime procedure for times like this when it's down for longer than an hour? I am just trying to see what options are out there. I…
-
Make Rows From "Active Projects" Sheet Transfer to Another Sheet ("Invoicing") Upon Job Completion
My company uses Smartsheet on an extremely rudimentary level. We are not tech savvy; we are tragically behind. We have only figured out to use one automation so far, which is when a new cabinet-related "project" gets automatically added to our "Active Projects" sheet from our "Sales Pipeline" sheet. But we have a major…
-
Smartsheet Help
Hi Smartsheet community! I am looking for guidance on best approach to create an individual tactical plan w/ embedded milestones and general timeline that rolls up into a Team tactical plan w/ milestones/timeline. Hoping for functionality where individuals are notified a milestone dates and progress to goal is tracked at…
-
Reminder Date Column
I want to take a smart sheet and have a reminder date column. East task that I have I want it to calculate off the duration to give me a reminder to do the task. Ex: Send pricing → Nov 1 of the year before the class Send brochure → 6 months before class date Check website for class → 90 days before class date Check in for…
-
Why are my durations not calculating correctly, and how can I adjust this?
I'm working through a rather complicated column formula and ran into something that seems to be native to SmartSheet. It appears to be rather minor, but is throwing the whole thing off for me. If you look at the first row that has dates in it, for example, you'll see that the row starts on the 1st and lasts 10 working…
-
AI integration of Smartsheets
Hi all new here to the community, I had a question around brining AI into our Smartsheet platform, managing portfolio of over 1400 projects. Anyone suggest a good place to start?
-
How do I check an entire column for a particular value and only display the lowest example of it?
The question title is kind of confusing, so here's what I'm looking to find out. I'm making a Project Plan sheet, and want to have a place that updates the estimated completion date based on how the project has progressed thus far. There are more columns in my sheet, but my question is only related to the ones in the…
-
VLookup returns nothing for assigned to requiring multiple answers
Hi All, I am working on a project plan where I have a drop down that I can select multiple roles to assign a task to. The Vlookup references a contact list of single role, single assigned to. When using a simple vlookup formula, it will give a single answer where there is a single assigned to, but what do I do to make it…
-
PM Training
I am in search for Project Management training for the financial sector. I started with google search and decided, what better place to ask than the project managers using Smartsheet. Is there any initial training, certifications that you would recommend? Thanks!
-
Question About “=[]#” Formula in Smartsheet Template
Hello, Our team is reviewing one of Smartsheet’s templates to manage marketing campaigns. The template includes multiple sheets, reports, and a dashboard. However, in the Plan sheet, there’s a column formula that reads: =[Campaign Name]# I’m trying to understand what this formula is doing. There isn’t a column named…