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Auto Archive Completed Tasks To Another Smartsheet
Have a smartsheet with about 6,000 rows of tasks with 38 users updating. Since Smartsheet becomes very slow with that number of rows. As tasks are completed we use the move row feature to archive. However we would like to automate this so that when a task is completed it auto archives to another sheet. We have read that…
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Summary Reporting from a Single Smartsheet
I have a single sheet used to log test defects. From this sheet I've created a summary section at the top for Open Items and Items by Status. I need to create another summary "Item Status by Sprint versus Production". I've tried Reports but this does not allow adding a summarization of the data (equivalent to an Excel…
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Conditional Formatting on Linked Sheet
Hi Guys I have a sheet that is a programme sheet which holds all the high level data of each project within the programme of work. I have a cell called budget variance which I want to be formatted as filled red, large bold text across the whole line. I want this to occur when the variance data is more than £9999. Currently…
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Card View Lanes / Drop down
I'm using a sheet populated by a web form and using Card View as "Default" View. Card View is Viewed By "Machine Submitted By" The "Machine Submitted By" is a drop down selection on the Web form Is it possible to have "COMPLETED" as a lane on Card View WITHOUT allowing it to be a selection on the web form dropdown?
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Helpful Things I've Discovered About Smartsheet (Long)
I've been using Smartsheet for about 2.5 years now and gradually discovered how great it is for many tasks within a our small consulting company. While I originally started using Smartsheet for its project scheduling capabilities on large projects, I've ended up using it for much more. During that time I've discovered many…
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Deleting Sheets that I can't see?
I recently became a Smartsheet admin for my company, though someone else is still the official plan administrator (when it comes to billing, etc.). People have been asking me to delete sheets for them, sheets that I cannot see because I don't own them nor am I shared to them. Is there a way to see all sheets in our…
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How to get notifications when a new entry is added via a web form
I have a web form which users use to create a new line item that requires approval once added. An automatic notification must go out to the person that needs to approve. Thereafter a notification must go out to another user to inform them of the approval. How do I set up the notifications when a new line item is added via…
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Daily Production Planning Process
Hi All, I am new to Smartsheet. I need some assistance on exploring how it is possible to do what I need to do using Smartsheet. Idea: I want to implement a agile methodology like SCRUM and use smartsheet to manage the planning. On daily basis, people executing the work needs to select what they complete in next 24 hours…
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OR formula help
I tried to modify the OR formula and combine it with a function involving RYG symbols: =IF(OR(IF(TODAY() - [Order Due Date]2 > 0, "Red"), IF(ISBLANK([Order Date]2, "Red")), IF(TODAY() - [Order Due Date]2 > -4, "Yellow", "Green"))) There are basically 3 columns: Order Date, Order Due Date, and status (RYG). I am trying to…
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Conditional Formatting: "Today is in-between Start Date and End Date"?
Hi all, I built a filter to show my tasks that are due today with a green highlight. However, it does not capture tasks that last across several days (see the different shades of green in the attached image - bright green is a "today" task, and the woodland green is default). How can I extend my conditional formatting to…