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Is there a way to identify and highlight that a particular contact has overlapping dates?
Staff assignment sheet I want to be able to highlight rows that have the same person assigned to overlapping dates. Assignment is a Contact list dropdown and the dates is a Date column.
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Pulling Original Due Dates from updated Due Dates Cell
I am wanting to track, months into a project, where I originally had set the Due Dates. I have 300+ line items and I would prefer not to go in manually to update a new column with "Original Due Date". Is there a formula to pull that information from cell history so I don't have to manually do this? I sincerely appreciate…
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How to gather change orders within a project plan?
Our marketing agency uses a SmartSheet form to collect new projects (project intake sheet), then we create individual sheets for each sold project (project plan). We execute the project as laid out in the Project Plan. However, we also have a sheet to collect change orders for all sold projects (change order intake sheet).…
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Automation template not working
I am trying to use the automation template in a work plan sheet, where when I change the project status column to "completed" the "% completed" changes to 100% on the row. I have even tried to reverse it, and say when % completed = 100% change project status to Completed. This seems like a very simple ask, and is a baked…
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Child row and Multi- contact cell selections
I am currently developing a portfolio management system in Smartsheet to centralize our work. To accommodate multiple project owners, we are utilizing a multi-select contact cell. When a user is assigned as an "owner," the initiative appears on their individual summary sheet. However, we have encountered a challenge: in…
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Using Smartsheet for "Severity 1" project issue updates
Hello all: Brainstorming ideas here. Instead of sending multiple emails out to stakeholders throughout the day ('Reply all, Reply all, Reply all'), does anyone have any suggestions on how to use SS to update stakeholders regularly when there is a serious technical issue on a project? Keep in mind that I would only want the…
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Formula to calculate task completion by owner by referencing parent rows
Hello all, I am looking for some help with a formula. I'm super close to getting it but can't figure out the last piece. Goal: I have a sheet tracking task completion and want to calculate, month by month, the percentage of tasks completed for each person. Setup: Level 1 rows = person’s name (owner of tasks) Level 2 rows =…
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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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Why are we unable to resize anything within the Browse menu?
The Browse menu is really unwieldy and as someone who loves to have side by side windows, so much of this space is wasted because the menu is both unconfigurably and unresizeable. Is there anything we can do about this? I would love to be able to just close the "Workspace Shared To" menu (the share button is literally…