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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…
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How do I get a sumif working with two date columns as comparison conditions?
Trying to get this formula to work but kind of new to Smartsheet. =sumifs(metres:metres, completed date:completed date, @cell<required date@cell) I don't know I should be using a flag column, there's already a fair bit of data knocking around and I would rather just get this to work for the sheet summary field.…
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Sheet Connection
scope: I have several states working and adding every day into smartsheet sheets, those sheets are required to be seen / reviewed by the state managers, out of this information I want to create a daily updated sheet from this on a master sheet for CEO level. Client requirement: to see an overall update daily with the new…
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Webinar Recording Available: Manage Projects with Smartsheet
Missed the webinar? Review the recording in the Learning Center. New to project management? No problem! Smartsheet makes it easier, no matter what size project you have. In this webinar, you'll learn best practices for simply and flexibly managing projects in Smartsheet, including: Structuring your project sheet…
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Dashboard automatic updates
Hello, I am looking for a way to send a weekly message to a group of shared users to view the team's portfolio dashboard. Currently I have a scheduled report that is sent weekly, I want to do the same with the dashboard. Thanks Michelle
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Filter for Assigned To in multiple columns
In my sheet, I have a few columns of assignments for different tasks. Is there a way to create a filter which will show any row that has a specific person assigned, but also must have a Check Box checked, in a specific column? I know there is the At Least/All toggle, but I'm looking for something that will offer an option…
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Filter by Week
Hi, Relative newbie here. Im creating a smart sheet for the maintenance planning and scheduling at my work. The idea is that once jobs are planned they can be added to the sheet, and with filters made set by week number IE week40....... Easy enough The problem I am having is if a task duration is 3 weeks long as an…
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Parent status (RYGB ball) changing based on child status (dropdown)
I am looking for help with a formula where I have a parent row and then multiple children rows below. The Parent has an overall status that is a 4 ball symbol of red, yellow, green, blue) My child rows are using a dropdown menu called "Confidence" with percentages as the values (10%, 20%...100%). I'd like to set the the…
