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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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Portfolio Template with Capacity Waterline Help
I'm thinking of transitioning my current project portfolio to this template that includes a capacity waterline but I'm having trouble getting started. Usually the templates include a guide on where to start and how the data flows between the sheets, reports, and dashboards but I can't find it for this one. Thanks in…
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Invalid Operation Error on Dashboard but not on Report
Hello, I am using the Smartsheet Dashboard to communicate production status to colleagues. I have a widget on the dashboard meant to display the overall status of the manufacturing run by pulling the status of the last item on our task tracker (Condition37). The tracker is displaying the correct status, in this example…
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License for Update Comments?
Hi! We have a project management team that has created a very thorough tracker through smartsheet so most meetings are very quick and to the point as it is but, I was wondering if we could be even more efficient if I have people that are completing the individual tasks comment on the line item to give their update ahead of…
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Automatic AI Analysis
I use Smartsheet’s ‘Text and Summaries’ AI feature with the following prompt: “Using the Project Name, Overall Status, Scope Status, Timeline Status, Budget Status, and Status Comment, identify projects that are in trouble or trending to red and insert an explanation why.” After running the analysis, I paste the AI’s…
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AI Capability in Smartsheet Reports
I am able to use the AI functionality in Smartsheet worksheets but not in Smartsheet reports. I would love to be able to create a report and utilize AI functionality to analyze the data specified in the report that was created from a worksheet.
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Does the change in value within a formula not count as a change?
I'm trying to create an automation. In this automation, I want to copy rows when a value changes based on a formula (a count from another sheet), but the automation isn't triggering. What could be causing this issue?
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Why isn't the cog wheel "Edit project settings" visable in grid view?
When working in a sheet, why isn't the cog wheel "Edit project settings" visable in grid view?
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Share multiple assets from SCC at once
Good morning, everyone! I'm looking for a way to share Smartsheet objects in a different way than the one currently available, but it is possible when creating the project from SCC. Just as it is currently possible to share an asset with more than one group/user at a time, what I am looking for is to share several assets…
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Several Master Sheets vs Just One
Hi Smartsheet community, I would kindly ask for your best practices/recommendations to handle the following situation in a large company where we are using the PMO Template for managing IT Projects. When we built the solution, we started with two main files: DataSource → List of demands and details, sourced from our…