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Streamlining sheets
We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this. Sales speaks to customer, and enters into SmartSheet, almost as if utilizing like a CRM. This sheet will store details like Name, date contacted,…
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Approval Alerts & Actions -Column Data visibility
Would anyone know how the approver could view certain column fields? I tried the Advanced Option and checked things off but it still does not show the data in the columns I checked off.
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Claims Denial Management
Hello. I will be working on building out a claims denial management work plan but was wondering if one already existed within the abundance of templates?
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count itmes in a column that is populated with multiple data
Hi guys, I have a new challenge for you :) . I have a list of projects. Each project contains different products. I have one probabilty column that contains all the probabilities to sell the different products contained in each individual project. An exaple: I have a project (1 row) where I can sell machines types A, B and…
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Tracking Time (Tasks)
Greetings, Looking into the prospect of getting my engineers to enter time spent against tasks in addition to 'guessing' and their percentage of completion. It seems the threads here are all a couple years' old or more - wondering if there's any advancements in this arena recently. Regards, jc
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Using COUNTIF to find the number of Blank Spaces
I'm trying to count how many blank spaces there are in a given column. However, whenever I put in the below formula, it just gives me the total amount of rows in the column, but the entire column is not blank: =COUNTIFS({CDVL Project Tasklist Range 4}, "") I've also tried this formula, but to the same results:…
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Creating a Link in Dashboard from local drive
I have previously been able to create a link to a local drive document on a dashboard but now don't seem to have the choice. Can someone point me in the right direction please? I have the options of Google Drive; OneDrive; Box; Dropbox; Evernote; Egnyte Thanks
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COUNTIFS to count when a cell contains any version of a word I want to count
How do I indicate that I would like to count any time the cell has "DESIGN" in it whether the cell says exactly "DESIGN" or "re-DESIGN"?
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Automatically Sort Data
Hi, Our team works with a spreadsheet which currently is updated quite often / simultaneously by several users. We have been facing difficulties whenever new information is added, since sorting is not properly adjusted until we manually select sorting, refresh and save the data. Is there a way to automatically sort…
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How to print without Conditional Formatting?
I have a sheet with a lot of conditional formatting that must be printed in the gantt view without any of the formatting. So each week I have to disable all the rules, print, and then enable them again. It's tedious. There must be a better way. Any thoughts on how I can generate a gantt in a PDF without the rules and…
