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Saving spreadsheets in workspace
Hi all, I could not find any thread with this specific problem, pardon me if there is one.... I created a new Workspace, and within that workspace i also created a single spreadsheet. So i start writting content on that spreadsheet, then click the small "floppy" on the top left, close the page and then, when i come back,…
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Gantt Chart in Dashboards
Hi, I've added a report to my dashboard and used the setting to show the gantt chart. I've set the gantt in the report to open to today's date, but on the dashboard it's not doing that. Is there a way to edit this so the gantt chart opens to today's date in the dashboard? Thanks
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Looking for a Guru to Build a Smartsheet + Quickbooks Solution
Hi I have a small engineering company 15 people that has not been able to find a real good Portfolio management solution so am considering creating my own with Quickbooks + Smartsheet. I use Smartsheet for managing commissioning projects so would expand this to include all of the 125 projects we currently have on the…
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Smartsheet to create invoice from Quickbooks
Hi, I would like to know if we integrate data in smart sheet for invoice, will it create invoice from QuickBooks or when we create an invoice in QuickBooks, Can we get the data in smartsheet?
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Rotting Alert
I use card view (Kanban) to track progress for the construction build process. I need to be alerted or have a rule to notify that a "card" has been sitting in a lane for xx amount of days. This would tell me that it has rotted and an action must happen. Any suggestions are appreciated.
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Non-Task Related Project Description/Information/Demographics
Is there a way to add Non-Task Related Project Description/Information/Demographics to a project without using rows? I feel like we need a demographics page that we can add non task data.
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Dashboard and Printing as PDF
Hello - Hoping someone can help. I've created a dashboard that looks fine on the screen and when published via a URL. The problem I'm having is when I print to a PDF the fonts are very small. The document is almost unreadable. Is there anyway to change it so the text look bigger. Just a couple things to mention: 1. The…
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Macro or VBA funtions
I'd like to be able to create a macro or VBA code that would allow me to create a job folder on our local server using data from my smartsheet. The VBA code in Access looks like this: Private Sub cmdCreateCaseFolder_Click() If Dir("\\MA021SFS01\NorthEast_EWP\2018CaseFolders\" & Me.Project# & "-" & Me.Project Name & "-" &…
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Where can I put completed, abandoned, or inactive Workspaces?
We have completed projects, or abandoned projects, with Workspaces. We don't want to lose them, or archive them to Excel - especially since the abandoned projects could come back to life one day. The problem is we have so many workspaces, the inactive workspaces are junking up the folder list. Is there anyway to create a…
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Highlight If Older Than 'X' Days
I'd like to use conditional formatting to highlight a row or cell if it's older than 30 days. It's helpful for us to see which tasks are stale. However, there's only an option for "In the last 'x' days" or "older than (a date)". Has anyone found a good workaround or submitted this as a feature request?