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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"…
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Clone cells or rows?
Hi All, Hope you are well. We currently use Smartsheets as part of our product management and planning. We have a Sheet with all our current development work some of which has been started and some of which has not been started, the problem is this sheet is getting quite big with all our current and upcoming work its named…
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Notification Categories
While using Smartsheet, I have found that many people are losing certain notification (they are there, just surrounded by many others), I've been thinking about what a potential enhancement would look like to significantly benefit the user experience around notifications: the ability to categorise notifications within…
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Project plan header is not pulling/rolling up from sheet rows
I just realised the top row is not rolling up percentages, dates or durations. Dependencies are enabled, and the entire rest of the sheet is functioning fine (so I don't want to disable dependencies), but nothing is feeding that top row that feeds my reports. I just manually put in the start and end date - which should…
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Does INDEX(MATCH) work on a WBS column with WBS values generated by a formula?
Hello, I have created a project schedule template for my team, with tasks, subtasks and associated timelines on one sheet. I have a second sheet where I am creating a procurement template to track our project materials. I would like the procurement template to pull the task name and target date from the project schedule by…
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Formula for Updated By and Updated Date Fields
Hi all, Question about a formula I am trying to get started. I want to make sure this is possible before going much further. I have ONE sheet that has four different reports pulling off of it. Each report has 5 lines that Project Leads can update. We are want to have two fields (in the sheet) that autopopulate the Name of…
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Background auto-refresh a sheet as frequently as every minute.
This might be my first real contribution to this community, but I think I have had a breakthrough with respect to background auto refreshing a sheet. I've seen the common solution of utilizing a workflow to trigger a daily update of a date column, but the challenge has always been that you are obviously limited in how…
