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Deeper AI Analytics
Can you make AI smart enough to compare multiple row attachments and create subtasks, summaries and/or compare and contrast information within said attachments? Similar to ClickUp Ai. Would like to be able to compare documents for similarities to uncover gaps for projects or create tasks based off of meeting transcripts…
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Automation to change cell value based on checkbox not working
I've set up an automation to change a cell value to "Complete" when a checkbox is checked. It either changes all cell values (whether the checkbox is checked or not) OR doesn't make any change at all (when checkbox is checked). I've tried a start from scratch automation and a template. Can someone explain what I'm doing…
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Timeline View - Printing
Would it be possible to have the printing option for the Timeline view?
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Automatically move records to different sections based on their status in my Project Intake sheet
I’m trying to build a workflow to organize projects in my Project Intake sheet based on their status. In the sheet, I have several sections: Active Completed Archived Test Projects Cancelled Each section corresponds to a specific Project Status. I’d like the workflow to automatically move a project record to the…
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Automation to Move cells without individual logic
Hi Smartsheet Community, I’m looking for assistance with optimizing our workflow for our project intake process. Here’s our current setup: All project requests come in via a single intake form. They populate into our Prioritization Tracker Rows are triaged as Declined (move to Declined sheet), Backlog (move to Backlog…
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Managing @Mentions
I developed a comprehensive End-to-End Testing platform using Smartsheet. After my client completed their initial 4-week testing cycle, we held a feedback session. One key area they highlighted for improvement was managing the volume of @mentions using conversations they were receiving . They found it challenging to keep…
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Prioritization Best Practices
We are looking to implement a more quantitative, objective prioritization method for our project portfolio. What are some of the best ways to set this up in Smartsheet? If you include on your intake form, how do you count on those submitting to be objective?
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How to go about custom landing page? or pin an intake form ?
Hello, We primarily use Smartsheet for project management. We have an intake form for PMs that triggers automations and populates a project template. I’m trying to figure out how to set up a customized default landing page (not the one-time welcome window). I was able to add branding to the home page, but I haven’t been…
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Best Practices for IT Portfolio Management
Hello Smartsheet Community, I'm brand new to the Smartsheet community and I wanted to get the community's thoughts on best practices on using Smartsheet for IT Portfolio Management. We are planning to utilize Smartsheet in the following ways and have done some work creating a proof of concept: - IT Project Intake Form -…
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How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…