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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…
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How can i create tabs in my Dashboard/Portal?
I watched the introductory video about Smartsheet on youtube and witnessed an amazing feature but I do not know how it was created. She had multiple tabs in her dashboard that functioned just like tabs on a web browser. Here is the link and time stamp of her using it. https://youtu.be/uGRFFavDm4Q?t=1524 . I have made…
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How do you create a formula that calculates weeks out in certain cells based off one cells date?
Hello! I've tried to add a formula to convert an existing column into one with a formula and none are working. I have a target end date and i want existing cells in a "task section" to calculate the weeks out based off that date
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Linking Google Slides & Smartsheet
I would love to see an enhanced feature, where Smartsheet and Google slides will integrate, and slides will auto-update. Any idea when this will be happening? Thank you!
