-
How do I include field changes in an email (Automation Question)
Hello: I am creating automations for several of my SmartSheet projects. I have successfully created an automation that alerts me when there are changes to any of 5 critical values in a row within my sheet. However, I am trying to determine how to include which of those 5 values changed in the alert email.
-
Export formula to Excel
I am trying to export a budget sheet that has formulas to Excel and still have the ability to manipuate the numbers with the same formula, but it does not carry the formula with the export. Is there a way to preserve that formula during export? or is there some other way to export the data and keep access to the original…
-
Parent Task to Child Task Automation
Quick Question; Is there a way or work around in automation such that when a child task is past due, the parent task status can move to "At Risk"? Seems like something that should be simple, and maybe it is, but I'm not able to develop a work around. Thanks in advance.
-
Post most recent comment to dashboard
I have a project tracking sheet that is updated weekly with the most recent updates for project progress, issues/concerns, barriers requiring intervention and next steps. How can I display only the most recent updates for these 4 columns in a dashboard?
-
Merged: Symbol column - Empty, Quarter, Half, 3/4 and Whole - Update Color
This discussion has been merged.
-
Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
-
When Smartsheet is down
Hey all! Just coming to the community board to see what options are out there or what others have done. I know today we have experienced a downtime with Smartsheet. Has anyone come up with a downtime procedure for times like this when it's down for longer than an hour? I am just trying to see what options are out there. I…
-
Make Rows From "Active Projects" Sheet Transfer to Another Sheet ("Invoicing") Upon Job Completion
My company uses Smartsheet on an extremely rudimentary level. We are not tech savvy; we are tragically behind. We have only figured out to use one automation so far, which is when a new cabinet-related "project" gets automatically added to our "Active Projects" sheet from our "Sales Pipeline" sheet. But we have a major…
-
Smartsheet Help
Hi Smartsheet community! I am looking for guidance on best approach to create an individual tactical plan w/ embedded milestones and general timeline that rolls up into a Team tactical plan w/ milestones/timeline. Hoping for functionality where individuals are notified a milestone dates and progress to goal is tracked at…
-
Reminder Date Column
I want to take a smart sheet and have a reminder date column. East task that I have I want it to calculate off the duration to give me a reminder to do the task. Ex: Send pricing → Nov 1 of the year before the class Send brochure → 6 months before class date Check website for class → 90 days before class date Check in for…