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Managing @Mentions
I developed a comprehensive End-to-End Testing platform using Smartsheet. After my client completed their initial 4-week testing cycle, we held a feedback session. One key area they highlighted for improvement was managing the volume of @mentions using conversations they were receiving . They found it challenging to keep…
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Prioritization Best Practices
We are looking to implement a more quantitative, objective prioritization method for our project portfolio. What are some of the best ways to set this up in Smartsheet? If you include on your intake form, how do you count on those submitting to be objective?
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How to go about custom landing page? or pin an intake form ?
Hello, We primarily use Smartsheet for project management. We have an intake form for PMs that triggers automations and populates a project template. I’m trying to figure out how to set up a customized default landing page (not the one-time welcome window). I was able to add branding to the home page, but I haven’t been…
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Best Practices for IT Portfolio Management
Hello Smartsheet Community, I'm brand new to the Smartsheet community and I wanted to get the community's thoughts on best practices on using Smartsheet for IT Portfolio Management. We are planning to utilize Smartsheet in the following ways and have done some work creating a proof of concept: - IT Project Intake Form -…
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How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…
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Smartsheet Support Issue
I'm currently having issues with my Smartsheet environment. I pay $72/mo for 3 licenses when I only need one, yet when I have issues my support ticket has remained open for 2 weeks without being assigned. I've looked for help within the community, however when I posted my question a simple response by a random user marked…
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Contact List Type Time Outs
Has anyone been experiencing any difficulty when you add a Contact Column type and try to add names? Seems to be happening on all my Smartsheets instances. Two separate accounts on two separate machines, only on the contact column when I try searching for names. Basically when I go to add a name for the drop down this is a…
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Burndown Chart
Hi Everyone, I have a question about how to drive a burndown report in a Project summary: I've built a burndown sheet that contains the Application Name, Baseline Finish, and Actual Finish dates. (Those three columns are linked to other project schedule sheets.) I've also built a Cutover Date column that lists every…
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Resource Allocation and Output Tracking in RM
Good day, We recently encountered a situation on our manufacturing floor where a bottleneck in one area was impacting downstream processes. To address this, we explored options for reallocating cross-trained employees across the facility. Each workstation produces a fixed volume of product based on the number of operators…
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construction cost estimate for installations
Can someone help me and give me an idea on how to create a cost estimate for installations, with a total for each chapter by groups, subgroups and types of work, but at the bottom of each chapter. Thanks