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Automate RYG For Project Tasks
Hi All i am very new to SmartSheet. I am working on the project template which can help to highlight some tasks that have been overdue with RYG. Need your kindly help on the formula... 1. If task status is complete: Green 2. If the task status is Not Started: 1. Scheduled End Date is behind today: Grey. 2. Scheduled End…
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Our drop down list is dynamic - how can I pull the choices from a list somewhere?
I would like the drop down list to be specific to a group of people (set up in group management). Rather than manually putting in the people that you can choose from, as this group continuously changes, how can I make this dynamic?
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How do I pull a specified group of people through to a grid?
Group management means we can set up people into groups, but how can I then pull through these people into a grid? I want to analyse workload for a specific group of people. Alternatively, how do I pull through ALL contacts into a grid and make sure when a new contact is added it is automatically pulled into a grid?
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How do I pull resource capacity into a grid?
I need to be able to manipulate the capacity data further. How do I pull this through into a grid to analyse?
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Content Workflows
How can I set up an approval workflow for items like blogs with multiple editors, which can move a document or task from one editor to the next in line? Also, is there a way to set up tasks when those editors need to approve items, with deadlines? Say when Editor #1 is done and indicates an "approval", can I set a task…
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Changing Status Based on Another Sheet
Is there a way to link a cell from sheet A to respond to a change in Sheet B? For example, if I change a cell in sheet B to "under review by editor" could I change a corresponding cell in sheet A to "In Edits"
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My Smartsheet Wishlist
I wish, I wish upon a sheet that these will someday be a reality...if some of these are already posted, I apologize... Product team - most, if not all, of these were sent to Scott Willeke verbally or via e-mail so he could lend more context. These items are some of the things that would make Smartsheet even smoother.…
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Parent/Child Status
Hello, I'm trying to get a setup going in my project templates where the parent cell will update based off the input of of the children cells. For example, the main parent is "Onboarding", with children "Licensing", "Credentialing", "DEA". Then, each of those children has their own children to track individual providers.…
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How do you alter the format of parent tasks?
Currently the parent task only displays as a grey. Its extremely hard to look at and difficult to decipher parent tasks. How do I change the colour or format to identify different types of parents
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Dashboard colored panels
I would like to know how to create these colored panels as shown in the Sales Pipeline and Forecast dashboard example on https://www.smartsheet.com/all-about-sales-pipeline-management. I have tried using rich text and title text and metrics and none of them seem to allow for the entire background to be set to a color as…
