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Where to start? (Project Management)
Happy New Year! I'm attempting to learn how to use Smartsheet to manage our Training Department's many multi-faceted projects. As I sort through all Smartsheet offers, I'm becoming increasingly frustrated because my budget doesn't allow for me to take multiple courses in order to earn the badges I would need to qualify to…
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Formula Assistance
Formula Gurus - I need a formula that can be applied as a column formula in my column named Actual Duration (Days). IF the row is a PARENT row, the formula should return the sum of its children rows. For NON-PARENT rows, the formula should calculate the days between the Act. Start and Act. Finish columns. IF there is an…
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Searching for Smartsheet job FT or Contract
Hi everyone, I am a Smartsheet certified Administrator and have been using the product for over six years. Recently was laid off and looking for a role that is is more Smartsheet centered. My background is in project management and most recently scrum master/senior deliver lead. I am skilled at creating and maintaining…
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Smartsheets for Meeting Notes
I am exploring options for our Project Management team to consolidate applications. One area that I've seen as a gap with Smartsheets is using it for meeting minutes. We currently use OneNote for internal and external facing project notes, status reports, and storing important project emails. I am curious if anyone has…
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How do I edit this Template Widget?
Hi everyone, I'm using a workspace template. I've built out the project plan, and there is a widget on the dashboard that I can't figure out how to update/edit. See pic below. I know it pulls data from the project plan. I have 6-8 resources that I'd like to see listed in the widget, but right now it only recognizes one…
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Seeking Guidance on Connecting Biweekly Status Reports to Projects and Dashboard Creation
Hey Smartsheet Community! I hope you're all doing well. I'm currently working on optimizing our project management process using Smartsheet and could really use some guidance. Objective: I work for a PMO for state government. We're managing project updates through a biweekly (due every other week) "Status Report" form and…
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Legal case management
Hello community. I'm fairly new to Smartsheetm, but I've seen enough demos to know I'd really like to learn how to use it. Seems like it can do what I need but I'd like to ask those with more experience. Is anyone here using it a law firm environment in lieu of a case management system? That's what I'm hoping to do,…
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Best Practice for Capturing Project Info on PM project plan
My team is using the Project Management Office template set. I love the template set but I saw this Project Information section on a different project template and I like the idea. I added it to the Project Plan template in our PMO, but I can't figure out how to use it or if there's a better way to capture this…
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How can I track when a ticket is past its number of SLA days??
Hello, thank you in advance with helping with this question! Please see below: Situation: My team uses a Smartsheet intake form to take work requests from other teams. This populates into a sheet with the needed information to move tickets to different status' (ex: New Request, Active, Backlog, Triage Required). All of…
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
