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Formula to lookup a value based on start and end date
Hi All, I need your support on this case. I have a project to improve the current sales report layout and I need to extract the Vendor Support data for each item depend on the sales records, and the start and end date for this vendor support. Here is an example: Below is the table where I want to have the formula to…
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Email address (mailto: link) in Dashboards
Hi - Have there been any updates on being able to enter an email address (mailto: link) in Dashboards. I would like to add Key Contacts for the project in a Rich Text Widget and include links to emails for those contacts. I've tried but have not been successful. Any possible workarounds? Thanks, Jan P
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Formula Question
This is my current formula that is producing error - Unparseable, I can't seem to figure out what the issue is. =OR(IF(INDEX({Min_Skill_LTT}, MATCH([Job TItle]@row, {Minimum Skill Requirement Range 1}, 0)) = ([LTT Matrix Use]@row - 1,{Min_Skill_LTT}),"True", "False"),(IF(INDEX(MATCH([Job TItle]@row, {Minimum Skill…
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Creating a Form to Automatically Indent Tasks Under Projects in Smartsheet
I am working on a project tracker in Smartsheet and need help setting up a form that allows users to add tasks under specific projects. My main challenge is ensuring that these tasks are automatically associated with their respective main projects and indented correctly I'm struggling with the automation part.…
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Do more with timeline: display full bar titles, see collaborators & support for single-date sheets
Hi Community, We are continuing on our journey to optimize timeline view and are back with a flurry of good news! You can now create timelines in sheets with just one date column, customize how bar titles are truncated to best suit your needs, and see who is collaborating with you on your sheet. These awesome features give…
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Purchase Order creation and management
Hi, we are a small residential building company based in Australia. We have a workspace that we use to manage all of our projects that includes pretty much everything expcept for purchase orders. We currently have a BOQ with pricing, but i am looking to turn this sheet into individual orders. Wondering if anyone uses…
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Column Properties using Symbols
Anyone here used the 6-state Pain Scale in their sheets/dashboards? We plan on using this for our customer satisfaction survey and I want to know how you guys came up with the formula. If there's an article available around this might be helpful too. Best, Grace
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Export formula to Excel
I am trying to export a budget sheet that has formulas to Excel and still have the ability to manipuate the numbers with the same formula, but it does not carry the formula with the export. Is there a way to preserve that formula during export? or is there some other way to export the data and keep access to the original…
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Allocate tasks to non-existing team members
It's very important at the beginning of a project to put together a plan speculatively, to identify additional team members we might want to hire/contract work to. I don't seem to be able to do this - typically I write a placeholder for the new hire (e.g. 'PCB engineer 1'), and it would be great to see the resource…
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Project Closure Checklist Template
Hi Community, before I go and create I was wondering if anyone has a good Project Closure Checklist Template they would be okay sharing please. Thanks Paul