-
Historic Project Status Tracking on Multiple Projects
Hello, We want to track the project status over multiple years on one sheet for all current projects (around 200 projects). We currently have this tracker in Excel with columns for each week that continue on for each week and 'roll behind' the other columns needed for the sheet, such as project name, client, PM, etc. Is…
-
Salesforce Connector & Smartsheet
Hello! I've been reading into the Salesforce Connector for Smartsheet and had a question that I can't really find a clear answer on. Is there a way to assign tasks through Smartsheet that would then send a notification through salesforce letting them know they have a task assigned to them. I want others in our office to be…
-
If cell matches string criteria in one column, THEN return value of another column (same row)
Hello all, I have the following problem. In my first Smartsheet under the column "Revised Catalog Release" I want to output a date value if a criterion is meet. Now this is the other sheet I am referencing: In lay man words what I want is: If column "Task Name" = "Packaged Part Catalog Release" then please return the value…
-
Pipedrive + Smartsheets
When a deal in my pipedrive reaches a new stage 'Job Scheduled' it automatically adds a new row to Smart Sheets with a Task Name and Duration. What I need Smartsheets to do next is automatically enter a starting and end date based off of the row above Predecessors and autofill a new Predecessors for the next row that will…
-
Sorting Favorites
Hello - Is there a way to sort order of the items that appear in the Favorites section? I don't see the 'Pin to Top' option in Favorites and do not see a way to drag sheets to the top that I would like to appear first. Thanks!
-
Tracking actual time in percentages, reporting in hours?
A component is adamant about tracking their actual time on projects based on percentage of an 8-hour workday, but senior managers want to see actuals based on hours. Is there a formula or other way for staff to enter a percentage and convert that to hours for reporting purposes?
-
Is there a way (or workaround) to make the "Send me a copy of my responses" a mandatory field in the
Is there a way (or workaround) to make the "Send me a copy of my responses" a mandatory field in the forms? Thank you
-
Representing Milestones landing in Financial quarters
Hi, I'm new to Smartsheet and hoping that what i'm trying to achieve may be possible but have drawn a blank on the help and community topics so far. I need to be able to represent that a project milestone is landing in a specific financial quarter and then have this represented on the Gannt chart. Ideally i would have…
-
Formula to add a number in a cell based on other figures
Hi hoping for any help I can get on this. Using the image as a reference. Im trying to make [Length score] show a number between 1-4. the scenario being if the length is 30 days or less it equals 1 and between 30-90 it would show a 2, between 90-150 show a 3 and between 150-365 show a 4. Would love any help on this people…
-
Keeping Formulas When Downloading to Excel
Hello, I found online that it says when you download a sheet into an Excel sheet that it does not keep the formulas as they are different. Now just in case, I thought I'd ask: Is there a work around for this at all? Is there absolutely no way to keep your formulas when you transfer them to an Excel?
