-
Parsing Text into Child Rows
Good morning. I am running the Jira Integration, and I would like to create a view or report that lists linked issues (in the 3rd column from the screenshot) as child rows. The text will always be in the format ("includes OR-X") but I have several problems parsing the text. The key number (ex: 2437) could have up to 6…
-
Which formula to use to set conditional rules between 3 columns in a sheet?
Using formulae in sheets, I am trying to create a template for Stakeholder mapping by embedding the below conditions and results. For Instance If (1) is entered in Column A and (B) is entered in column B, column C should pull in "Keep Informed". Or if (2) is entered in column A and (C) is entered in column B, column C…
-
HELP! How do I get row updates from a request copied to another sheet?
Hi Team, I'm new to Smartsheet and initially created a build that may not have been the best. I built my request management master sheet and copied requests to Department 1 for assigned PMs to work. Unfortunately once the row was copied, the master sheet was not updated. Now projects have ended (and moved to either a…
-
Linking External Sheets for Conditional Formatting
I am currently working on conditional formatting for a spreadsheet that connects to several spreadsheets. We have a Master Log (spreadsheet) that pulls project dates from multiple Project Schedules (Gantts) so we can keep track of project timelines of milestones. We have roughly 45 fields. 17 fields are linked to Project…
-
Multiple approvals process
I'm creating tracking for a change process through various departments. What I need after project submission into Smartsheet is: Team 1 - intake, review, notes and approval (either approved - no comments, approved with comments, or hold - with comments) Teams 2-15 - same as above No one team's approval is subject to any…
-
Using Smartsheet Template "Project Issues Log"
The Product Issues Log is a template from the Creating Risk and Issues log training. This template is supposed to automatically move an item from the Open area of the sheet to the lower closed area when it is closed. I know there is something that has to do with the formatting of the issue in the description column that…
-
Introducing baselines for project management, available now!
Hi Community, We are excited to announce the launch of baselines - a fixed reference point in time to measure and compare a project’s progress to completion. Capturing and comparing variances between the current actual schedule and the originally planned schedule is essential for tracking any deviations and allows project…
-
Schedule Variance
How can I copy columns from one template and add them to a different template? I want to add the date variance column from the Project Gantt and budget template and add them to the Project plan template. I just want a way to baseline and track schedule variance.
-
Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
-
Keep Health Status Formula When New Row Created
I am really close getting my health status formula that is based on both Status and Date to work. I need the formula to stay when a new row is added. I also want the status to be GREEN with DUE DATE = TODAY. Here is what I am trying to have happen If the DUE DATE is in the past turn the health symbol "Red" If the DUE DATE…
