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How to highlight the values in the column which is greater than or less than the other column values
Suppose, the order quantity we have taken from the customer is 500, and the quantity we have placed an order with our supplier is 600 how to highlight this excess quantity?
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How do I share specific rows only?
I want the user to see rows that are assigned to them only.
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Creating project plan by status??
I am trying to create a simple sheet for creative design requests. -Organized by status (new, in progress, complete) -I want to create a form for the marketing team member to fill out. Once filled, it automates into the appropriate columns (brief, start date, end date, etc. -Then when a request is added, I want to automate…
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Portfolio WorkApps Not Displaying Projects in Project List
So I am working with building out a Portfolio WorkApp for one of my programs that I have built. When I get it all set up, I can see the projects that I have created for the program on the projects list, but when I hit preview to look to see if it's looking the way I need it to based on the roles, none of the projects show…
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Remove Duration from Project Plan Task Unless Certain Criteria Met
Hi there! I am working on building out a project plan template that we will use for onboarding. There are multiple branching paths and decision points that need to be made throughout the process, which determine if certain steps must be taken. I've managed to set up a way to "deactivate" tasks based on those conditions…
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Setting Status column based on the number of "IS NOT BLANK" columns
Hello I'm new to Smartsheet and need some help. I'm tracking a project that for each participant, 12 different tasks need to happen to generate a complete data package. There's no set order for the tasks to occur, and there's no set time limit. I want to use the 0/quarter/half/full symbols to track the status of each…
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Mail merge emails
We keep our customer contacts in SmartSheet now and send some emails to the list via our Outlook accounts. Is there a way to write an email in Outlook (or Word) and merge the email address from Smartsheet without exporting the sheet to Excel? We use Google Docs but not that much.
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Grant Management in Smartsheets
Hello Community, I am setting up a company's grants management system from scratch. I would like to know how others in the Smartsheet grant community have utilized the software to manage grant finances (budget drawdown, etc.) I don't see much in smartsheets on how to use it for grant purposes. Thanks, Shamika
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Project management template packet- Forms Included
Hello, I have generated a 'Project Management Template Packet' to be re-used by Project Managers each time they begin a new construction project. One important item we use is an RFI Form- used by field personnel to generate 'requests for information', which populate a Smartsheet used internally. This information is then…
