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Activity status column based on due date and % completion
Team, It will be great if someone can help me to Color Code/Highlight the activities in my smartsheet based on target completion date & % Completion column that is manually updated. What I would like to do is: IF target completion date is in the past & % Completion is less than 100% mark it as “PAST DUE” IF target…
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Reporting on Tasks Past Due by Person
I'm looking to collect ongoing data/statistics on how many tasks reach past due. I would like to collect this by person assigned and across all projects and then by month. Any suggestions on how to tackle this using smartsheet?
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Sending a Web form weekly basis
Hello, Does anyone know if there is a way to send a web form on a weekly basis? I have attempted to create an auto workflow but am only able to create an update request. The issue with this is it overwrites the content that was in the row as opposed to adding it to a separate line. If anyone has insight into this, please…
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% Complete
Hello, I have a project implementation worksheet set up with parent rows and sub-tasks below them. When I enter a % complete for the sub-tasks, it doesn't reflect in the parent row unless all the sub-tasks reflect 100% complete. Is there something I have to turn off/on in order for the parent row to show a true % complete?…
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Import "assigned to" from excel or CSV
I want to import data from CSV or excel where one column is the "Assigned to" contact. Using the user name or email address smartsheet does not recongnise the data imported untill it is manualy selected in the smartsheet cell. This would then be part of a project imported with resource management using teh assigned to…
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Exporting options in Dynamic View
Currently, there isn't a way to export or print a dynamic view report. How do I create a report that provides my vendors with up to date status on all deliverables, allowing them to also be able to export the information onto an excel spreadsheet. My question is how can I design pull communication within a dynamic view…
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Formula help: if project type = x then sum revenue?
I'm having a bear of a time with forumlas (as you can see from my posting history). I'd like to add up the MRR by project type automatically. I'm currently calculating this by hand and it is time consuming and error prone. See screen shot. I'd like to count the total MRR for all projects labeled MgdServ as an example. Is…
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Integration with ServiceNow, the ITSM tool
We use Servicenow for technical incident management. Some incidents evolve into work packages for specific tech teams. These teams use SmartSheet for task management. So migrating an incident in ServiceNow to an action item in SmartSheet would be handy. Anyone done that?
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Additional workflow/automation actions
Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea. Desired action: have an automated flow where, once the end of the cycle is reached (any configurable date, friday evening for example),…
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Best Formula
I have a construction schedule with start and finish dates. I want the check boxes for the at risk column to automatically check off if the project is late starting or late finishing. Can anyone help me craft the appropriate formula for this? Is there a good formula for this? I was thinking it would be an if then formula…
