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Recurring Update Requests by Contact
I have a sheet that serves as a team pipeline report and I would like to have a weekly update request where every row assigned to a specifc person is included automatically in the request. Each row has one designated person in charge and I would like for them to receive the notice to update each of their projects in the…
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Sights
I am new to Smartsheet so I apologies in advance. I have used sights (dashboard) for a single sheet, however I can't seem to create one for multiple sheets, is this possible? If so, I understand that sights simply pulls the information from a sheet and does not allow any calculations, however It would be great if the…
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Resource Management
I am starting to evaluate resource management using Smartsheet. What I have been able to determine so far is that a resource must be assigned and allocated to a task in order view allocation % across projects. Is it possible to set up an organizational view where I can view all resources in my group and see to which…
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I would like to hire an experienced consultant
I am relatively new to Smartsheet. I need someone to help setup Smartsheet to manage our book production schedule. We publish books (print and e-) and have managed our production schedule for many years with a Google Sheet. It is severely lacking. I have not yet signed up for any plan. I don't think I'll need 3 licensed…
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Projects per sheet?
I have 10-12 projects each year that will use the same project steps. Is it better to create one sheet to house all 10-12 projects and seperate them using the parent/child relationship. OR, is it better to create one sheet per project? I'm also thinking about how this will report up to a Smartsheet Sight for status updates.
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Managing Resources by duration and not % allocation
Is there a way to manage resources by time rather than having to use % allocation please? Any way aound this? Its actually not that easy to manage using a %. Sad that smartsheet didn't think it would be an important feature. I'm no software expert, but seems like not too difficult a fix if they already implemented it for…
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Hiding Rows, Columns from Client or User Access
Hello. I've searched and thought but I want to ask the question anyway: Is there some way I haven't found, to hide a row or group of rows (or only show the ones you want) from a user or published view and keep those sent rows in an interactive environment? Heres the situation: Out of my 200 row sheet, I only want to show…
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Formula return Column date plus 7 days IF column value is less than 3
Hi, I am new to smartsheet (spreadsheets in general) and I am trying to create a task list sets a due 7 days after a task was created if the priority of that task is less than 3. The formula i have so far is: =IF([Priority]1 < 3), [Created]1 + 7 I get an error saying Missing or invalid parameters. I'm not sure what im…
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Use more row content as the default text of the subject field when sending a quick update.
We would have a huge increase in productivity if we could use more than just the primary column row content as the default text of the subject field when sending a quick update.
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Allowing for unresourced time requirements
I'm evaluating using SmartSheet for project managing construction projects. So far, so good. One of the requirements is to allocate time for processes such as plaster drying out. So no resource is required, just a number of calendar days, which can include weekends/holidays. I can set up a "task" for this with dependency…