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MS Project Import Question
Hello all! I did a search, but can't find this exact situation in the community. I'm currently creating and updating a schedule in MS Projects and then importing it into Smartsheet. I've found that when I'm in the schedule in Smartsheet, select "import" and choose the MS Project file, it seems to create an entirely new…
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Assigning multiple people to the same project, visible in Card view
Hello! I would like to be able to have multiple values per cell in either dropdown or contacts column, & to still be able to use that column as a swim lane in card view. eg: I have 2 people to assign to 1 project. When I select multiple names in the 'Responsible For' column then switch to card view, I can't view by my…
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Default Sorting
I would love to have either: A way to save a particular sort, so that if I add rows via forms I can click a button and sort all my rows with a default sort (rather than go through the process of sorting by three different columns every single time I need to sort my sheet An option to enter the row in chronological order by…
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Project Name for Project Status Log and automations
I'm working on a global update where I want to add a column to reflect the project name so all the automations include the correct project reference. We use a template that is consistent for every (new) project created. My goal is to add this new column to the overall admin template so both existing and future projects…
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Are there any businesses located in Christchurch that use Smartsheet for PPM?
Hi, I'm new to Smartsheet and am interested whether there are any businesses located in Christchurch, New Zealand, that make use of Smartsheet for portfolio and project management. I think this is the solution I've been looking for and would like to connect with local users to speak in person about the capabilities before…
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Creating Expiration dates based on products
I want to create a formula that will auto-generate expiration dates for individual products for an entire column. The sheet has a created date and column containing a dropdown list of products. The products have different expiration dates. Ideally I would like to format the expiration date column to have the product…
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What formula do I use to determine a value from multiple rows?
I have 6 centers. Each center has its own row and a status of On Track, Off Track, or High Risk. If all centers are On Track, the organization is On Track If one center is Off Track or High Risk, the whole organization is Off Track or High Risk. I need a way to change the status in a separate column if any of the six…
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Digital Signature
Hi all, I've searched for this topic, but i could not find directly what i was looking for. Is there on Smartsheet any functionality for digital signature that doesn't require pairing our service with another software? All the solutions i saw were about using another software to do it, but those were from 2017. I am just…
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How to attach notes to a line item
Hi, I need to attach notes to my line items. Setting a column as a Note Field is not practical, as I have too much informaiton than can fit on a short line. Using Comments is not practical, as I need to be able to easily access and edit the notes, not scroll thru a list of Comments. How to achieve this in Smartsheet? Thank…
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Creating Conditions that affect other rows
Hello, I am super new to smart sheets, but have done very well with 99% of what I have needed to accomplish, however… When trying to create a condition labeled "Yes | No," and if Yes is selected in that row, then I want it to highlight another row also in the primary column to red to highlight it being the next step to…