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👋 Hi everyone, I’m happy to be here!
🏥 Where I work & role I’m a Grant & Development Coordinator at a community-based organization that is also a certified culturally specific behavioral health provider. Our work blends behavioral health, community health services, public health programming, and a cancer support center. 📊 Background & Smartsheet experience I…
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Automations
Looking to see if anyone else has experienced a similar problem or might have some insight into why the below isn't working right for the team I'm working with. We've setup a grants tracking database that will send automated alerts for various things including if an end date has passed and the grant manager hasn't updated…
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Tracking changes
Hi, I'm wondering how to track changes that other team members have made in our shared sheets, if someone could let me know how to do this or if there's a report I can pull down, that'd be great.
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Some clarification to clarify
I have a few questions that I need clarification on: This is a question about multiple selection able to run report and auto counted and group in report I asked this question before, but hope things might be updated, we currently only can run report based on a single section in the column, correct? or can we run report in…
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Does anyone have a project plan used to bring Smartsheet into your company?
Looking for a project plan that I could use to bring Smartsheet into my company. We are going to be needing SSO Control Center Building Templates for Control Center Building out connectors (mainly for Azure DevOps) Creating Reports (for projects but also for users to see open tasks by project assigned to them) anything…
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Collecting info via forms, but cells are getting too full: What's the best solution?
Hi all, Here's a quick description of my set-up. We're collecting project progress updates via workflow automations. These forms get sent to various people and the main 'ask' is for them to fill in a free text entry called 'latest update' field. These entries then appear in the 'latest update' field on the main sheet. This…
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User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.)
User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.) In the new User Subscription Model, what options exist if we need a user to ALWAYS ONLY be a VIEWER ONLY? Meaning no action can make them become an Editor/Provisional Member. This new User Subscription Model leaves the department that pays the…
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Assistance on Calculating Target % Complete & Understand %Complete calculation
I need assistance with understanding how the % Complete for parent tasks in Smartsheet. Specifically, I’m trying to understand how Smartsheet computes these percentages at higher hierarchy levels when using formulas. Even though the Actual%Complete and my calculate column of "Developed %" values for child tasks are…
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Automations to move rows to another sheet is moving more than requested
Hello Smartsheet Community, I have created an automation to move rows over to another sheet when a certain phase and date are triggered. This automation is currently moving over those rows, but other rows in addition to the ones it is requesting. These other rows shouldn't be moved at all as the phase is not listed as one…
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Change/CRAID Log Association to Project Plan Task
I'm using my Change Log as an example, but applicable to other sheets. I've manually copied the Project Plan Task ID, Project Plan Task Name, Role and Assigned To fields from my Project Plan into the Change Log. Within the Change Log I've simply made a few example requests. The relationship to any change request to the…