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Editing rows using forms or some other android UI
I'm a freelancer, and I want to use smartsheet to schedule jobs and do basic accounting. I have a 'new job' form to create a row with customer and job info. I need a way to then add more data to that same row later, once the job is completed (total price, material cost, etc). Is there a way to do this with a…
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Creating a KPI Metric for a specific Project dashboard then up in the Portfolio Dashboard
I'm trying to create a KPI for Client attended meetings. We have 32 weekly meetings and a sheet with a Yes or No for Client attendance. I created a sheet but want to add a widget in the Project Dashboard then take that up into the Portfolio Dashboard. I would like both to be a colored percentage pie chart for Yes and No on…
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Multi-Project Gantt Chart with 1 Swimlane Per Project
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
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Automate when cell has contact added to remove all Pending Update Request for that row
When a form is filled out, and a row is added to my sheet, I have automation send to 3 recipients to update the "Owner" field. I want that Update Request to clear for all users and the whole row when an Owner/Contact has been added either through the button it sends/updates with or if anyone goes in and updates the…
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Best Practices for Scalable Sheet Templates in Exec-Level Project Portfolio Reporting
Hi Community, I'm working on building Smartsheet templates that will support executive-level reporting across our project portfolio, and I’d love to hear your best practices and lessons learned. Specifically, I’m trying to design templates that are scalable, easy to maintain, and dashboard-friendly. Here are a few…
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Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
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Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
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How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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Roundup of top timeline view enhancements (January - August 2025)
Hello Community, If you’ve used timeline view, you already know it helps teams visualize and manage date-based work in real time. It reimagines how work is managed in Smartsheet, allowing users to easily track tasks and milestones, group information by theme, and adjust plans with clarity and speed. Whether you're building…