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Delete and Lock row
Dear All I would like to know. Is it possible, if I want my team can edit the row but they can't delete it?
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Workaround for all attachments sending in Update Requests...
Does anyone have a workaround for not wanting to show all the attachments for a row when an Update Request is sent with the option to attach a file? I am using Smartsheet to track RFPs and the information for each one is collected into one row on a Master Sheet using a form. This information will sometimes involve multiple…
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Specifying a day to use with predecessors
Hi folks - Anyone know if it's possible to specify a day for an activity to happen in a sequence, when using predecessors in project plans? We have an IT review process that only happens on Mondays, and I'd like to set the predecessors for that task up to be the first Monday after the previous step is complete. Everything…
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Creating a chart from non numeric values
I have created a form for users to fill out based on their experiences with a certain process. They will be asked questions such as "were instructions clear" and they can answer Very Clear, Somewhat Clear, Unclear. I was trying to create a pie chart from this sheet that shows how many users selected Very Clear vs. Somewhat…
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Sales pipeline evolution metrics and dashboarding
I own a Smartsheet that captures all of the sales opportunities one per row and each marked with a pre-defined specific stage of the opportunity (investigation, qualification, archive, execution, etc). These will naturally evolve thru the sales funnel and individual smartsheet contributors will update the stage shortly…
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Best Practices for managing 60+ projects in Smartsheet
Hello, I am a fairly new user of Smartsheet and have recently started at a construction company as a project manager where we design manufacture and erect large steel buildings for rural and industrial use. (From farm sheds through to aircraft hangers and fabrication workshops.) We have up to 70 projects active at any one…
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If date is less than, greater than, or blank formula.
I am creating a formula that will display Completed, Upcoming, or Prerecorded based on the dates in Column 2021 Session Dates. When I use the formula below, any row with no date comes back as Completed even though I have added the IF ISBLANK formula to output Prerecorded. I don't get an error in the field, just not getting…
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A formula pulling Time from a System-Generated column does not stay consistent. Please help!
I am using a formula to pull the time from a system-generated column using Created (Date). The formula is =RIGHT(Created@row, 8). A majority of the time is accurately pulls that correct information but other times it is off by two hours. For example, the screenshot is showing it accurately. But it will randomly switch to…
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Choosing a Task List vs a Project
So, I have a question that on the surface might have obvious answers but want to think through the potential implications for choosing a Task List vs a Project. In theory a Project should have a defined start and finish for all tasks. A Task List essentially becomes a "to do" list. Tell me what I might be missing please.…
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What function can recognize a name in a multidrop down list and reference a corresponding column?
I am trying to create a sheet with the purpose of allowing a supervisor to see what crew members are currently busy and what days. This is Sheet B, while Sheet A is the list of projects and all corresponding details, like dates and crew members. I am doing this with an "Status" column in Sheet B, which scans the crews of…