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PM Training
I am in search for Project Management training for the financial sector. I started with google search and decided, what better place to ask than the project managers using Smartsheet. Is there any initial training, certifications that you would recommend? Thanks!
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Question About “=[]#” Formula in Smartsheet Template
Hello, Our team is reviewing one of Smartsheet’s templates to manage marketing campaigns. The template includes multiple sheets, reports, and a dashboard. However, in the Plan sheet, there’s a column formula that reads: =[Campaign Name]# I’m trying to understand what this formula is doing. There isn’t a column named…
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Request for Flexible Editing Access for Free Members on Project Plans
Hello Members, I hope you’re doing well. We’re a small team of six members with a Business License — three licensed admins and three free users — using Smartsheet to manage and track multiple project plans. As admins, we create new project plans directly in Smartsheet and import some from Microsoft Project. However, our…
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My client, an unlicensed user is not receiving their validation code
Sorry for such a basic question, but I have looked every where and reached-out to SmartSheet support. My client, an unlicensed user is not receiving their validation code to access the smartsheet I've created as a licensed user. The code is not in their junk or spam folder. Any thoughts on how to fix this? They've followed…
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How have you secured buy-in from other departments (business, sales, etc) to use Smartsheet?
Hello! Any tips and tricks to encourage the other departments (outside of Project Management/PPM) to use Smartsheet?
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Task Status Update based on Previous Step Completion
I've been asked to lock the "Status" column and only allow changes to the "% Complete" field by the assigned task owners. This admittedly will limit the use of all the status' as I'm trying to develop a strategy to simply change my approach and limit the functionality options. My Status column should ideally include the…
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Ideas on how to manage high volume, bundled update requests?
Hey Folks, I manage a later sheet where we will be rolling out regular Update Requests. These requests are grouped by Lead by Project. This means that when a request is triggered, some individuals may have 10+ project rows requesting an update. The issue: When these are triggered at the same time, they become bundled into…
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Columns Moving Automatically
Has anyone had any issues with column headers moving around the sheet automatically. I have multiple sheets referencing each other using vlookups to report back and also to use tools I have created. Therefore the location of certain columns are highly critical to my companies daily workflows. I have already confirmed that…
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From End Date Calculate Start Date
a date function that start with the "due" date(end date) and total hours to calculate the start date
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Joyful Animations - in Smartsheet!
I am proposing bringing a bit of pizzazz to Smartsheet by having celebratory animations for certain criteria. Think Joyful Animations in Outlook! My team was hoping to have some sort of confetti pop/gif/image when we close out a project or hit a milestone. Bonus points if it is configurable like the automations are.