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Feature request: company holiday management in Workspace
Hi there, I've seen some discussion on these boards about managing non-working time. It seems there's two out-of-the-box options, either to have each individual project manage their time or have a sysadmin do it at a global level. Some have suggested blocking time using a dedicated gannt chart. For larger companies across…
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List of Automated Reports
How can I list my automated reports? I've got a number of automated emails with report attachments going out to a wide audience on a regular basis. I want to tidy them up and reduce noise and redundancy. I'd prefer to avoid scanning through all of our reports manually if there's a better option. Thanks for any advice, Josh
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How to create an auto incrementing number based upon checkbox
Hi everyone, I have a smartsheet where each row represents an "installation". One of the columns is called "Gone Live" and is of a type checkbox. I have created another column entitled "Number of Installs this year". In this column, I want to create a formula that checks the "Gone Live" field, and if the checkbox is…
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Is there a solutions gallery?
I am in the trial phase and I like smartsheets. However, I am overwhelmed with the many *single* or standalone sheet templates available. Unfortunately, I did not find any "complete" workspace templates with interconnected sheets and reports and sights. Probably you would call that a solution? Is there a way to import a…
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Linking action items to project tasks
Hello everybody, first time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smartsheet, so would appreciate help in getting a solution for my workflow I have a project sheet, with task names, start & finish dates, predecessors (dependencies enabled),…
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30 60 90 Initiative sheet
Does anyone have a good/great template/report or dashboard already created that you are willing to share. I am new to smartsheet and have ideas....but limited time to put something together. It is for and acquisition project. Currently have a WBS by functional area...need to quickly strip strip key tasks & milestones out…
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Multiple View Types
Hello Community :) I am wanting to share a Smartsheet among several different companies with different levels of information. That is to say, some of the columns from the originating company generating the Smartsheet are not to be seen by users from the other two companies, and at the same time there are columns from the…
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Report showing resources and assigned projects
I'm looking for help developing a report. I've got multiple projects and multiple resources working on those projects, and I'd like a simple grid - resources in a column, project names across the top, and an x indicating which project each resource is working on (or something like that). This view will give a snapshot of…
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Link clients, jobs and opportunities
Hi guys. I use SmartSheet to track clients, jobs and opportunities. I have a sheet for each. For the most part, it works well. But the one area it's letting me down is linking relevant records. I'd like to be able to go to the client card and see all their jobs and opportunities. And I'd like to be able to go to a job or…
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Best way to manage an iterative process in Smartsheet
We are planning to implement a book publishing project in Smartsheet. At one point in this project, the pages of the book go back and forth between the writer, editor and compositor till it gets finally approved with no further changes being required. The number of times this cycle repeats itself is unknown, however there…