-
Status of Child rows
Hi I am trying to create a Project Schedule with Budget and Variance and include an overall status using the status of the child rows. I have 1 line that is the overall project and then 4 phase lines, with around 20 tasks underneath each phase line. I want the phase lines to give an overall status of the child task rows…
-
Update requests
Hi everyone, I have built a sheet in smartsheet to track supplier performance. When there is an issue with their performance, I am wanting to send the supplier a update request in order for them to provide corrective action for problems and it to be written directly into the sheet. This works great but to provide context…
-
Same Project, Different client (COUNT Formula)
Hi Guys, Can anyone help me do a formula for the smartsheet that I am working on (please see belw attached Pic). In the table, it indicates that there is a same project with different client, different Received and Sent Dates. I would like to come up with a Count (or other possible) formula that will result to counting the…
-
Chart on Sights
Hi, I created a chart on SS labs. I want to display the chart on my project dashboard. How can I do this? Y
-
Sharing filtered information only
I want to use SS to share information with two of my supply chain who are competitors. Therefore I want to filter out the information which applies to each company, and only allow them to see this info. Is there a way to share the sheet with filters applied? or if the sheet is shared will they be able to view the entire…
-
Formula to change date based on adjacent drop down menu
I'm trying to set up a tool inventory, to help keep track of the location of all our big ticket items. I've created a row for each tool. Asides from various descriptive colums, I have one column set as a drop down list (listing the numerous job sites the tool might be pulled to). I also have a Date Pulled column, to show…
-
Advanced Notifications
Still loving this new feature but I am finding a couple of anomolies and I am unsure if it is something I am doing wrong. The email notification tells me that changes are highlighted in yellow, yet some are and some are not. Can anyone offer any advice? Many thanks Natalie Gorman
-
Status notifications to clients
Hello all, I am a new smartsheet user :) Can you please let me know if their is a way to send a customer the status of an order through smartsheet, i am trying to making it automatic from the order date when it is placed until the order is completed up to keep the customer informed and updated? and i need this to be sent…
-
Workbook template set for new project
Hi there, My first post to this forum and somewhat new user to Smartsheet. Can anyone advise if below is possible and if yes, how to do this or point me to help on this topic. Thanks a million! *** I want to create a template set for a suite of document that I need to create for every project. What I do today is use an…
-
All videos simple - don't show realty use of training needs
Anyone noticed that all trainging videos are so simple of solutions they really don't help with much beyond the most basic. Like conditional formatting - show me how to deal with wanting multiple columns to change format based on one criteria - not a whole row. How do you do that? How many formats do you really need to…