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Date Stamp
Over the past couple of days, I have searched and read every article and even solicited help from SS and have worked myself in a circle. I have a drop-down list (Submitted, Approved, Declined), I need to "auto-populate" a date column to capture the date stamp when something is selected from the drop-down list. Is this…
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Duration formula
I am using one of the PM templates while adding in additional columns for actual start dates and actual finish dates. As such, somewhere I have lost the duration formula in that column. Can someone please help me with the formula that would determine the work days for planned start and planned finish minus weekends? Thank…
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Auto inputting a date based on a status change
Hi, I want to set today's date in a date column when the status, in a status column on that row, is set to something other than 'open'. I don't want the date to change once it is set so the TODAY() function does not work for me. Is there a function to do that? Regards Mike
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The best way to build a portfolio using template set?
Hello - I'm pretty new to smartsheet, but I'd like to start setting up our 2021 project portfolio for our team. What is the best place to start? Should I copy the project folder for each project and start populating? Am I required to use the project intake form (doesn't really apply to our process)? Thank you! Amy
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Is there a way to assign a certain task/activity to multiple groups and generate report by group?
I want to use Smartsheet to track progress of task/activity by team or people. However, some tasks/activities may be assigned to multiple teams or people. For example, activity A to be done by x & y. Activity B to be done by y. Then, I want to create a report/dashboard to show all activities assigned to y (activity A & B),…
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WBS in smartsheet.
Hi. Is there a way that I can have a dewey decimal system kind of the numbering for the items on my worksheet. I have found a solution that lets me have items numbered in the format 1.1 and 1.1.2 and 1.1.2.4 etc. But I want a system where I can have the format 01.00.00.00 and 12.04.09.11 etc; How do I make sure that there…
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Creating a Report that ONLY shows rows with Attachments
Is there a way to filter out rows that show up in my report that do not have attachments? I'm building a report that shows my subcontractors any row that's had an attachment added to it in the last 7 days, but I can't seem to find a way to get the Report Builder to only show rows with attachments added. I realize I could…
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Recurring Reminders for the same Row/Action
Hello, I have a row/action that I would like to set an automated weekly reminder. I currently go in weekly to manually put in the reminder. Is there a way to automate this so I get a reminder on this task every Monday (at 2PM)? Michelle Rojas
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Stacked Bar Chart
I am attempting to create a bar chart widget that summaries hours by department on a given project, but I can't seem to figure out how to get it to display the information I need it to. I have the data set up in a sheet as follows: I would like the graph to show each department's hours as a portion/percentage of the total…
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Workflow Question - Decline with An Attachment
Wondering if anybody encountered the same situation here. I have a very simple mechanical drawing approval workflow that works fine if the approver only click on "Approve" or "Decline" button. The approval column will change to Submitted when drawing submitted (trigger by attachment), and changed to Approved or…
