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Meeting Minutes In Project Plan
Hello All, I was wondering if anyone has found a way to have a link/button in a subsection of their project plan (for multiple different lines in the plan) where they can click and bring up a blank meeting minutes form for a call, complete that form, and archive those minutes still in that specific subsection of the…
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Notification Email Background Color
My notification emails are now coming across with a colored background. Is there a way to turn this off in SmartSheet so that I don't have to do it when I forward my emails?
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Add more than one column data to chart (x,y scatter)
Hello, I am trying to generate a chart from a report that contains three columns. The first is the subject (label), the second the day (time to be plotted on the x axis) and the quantity (to be plotted on the y-axis). Since I am plotting from a report, I don't want to reformat the x data to columns as other posts have…
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3 Month Compliance Tracking
Hello SS Community! I've read lots of answers over time but never asked my own question so here goes nothing! I need to create a tracker for individual employee Compliance for training. We have many tests that each employee performs, but they must stay compliant within 3 months. They can't go 3 months without doing one…
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How to return only the most recent entry before a targeted date range?
Hello, I currently have the following asset booking sheet: What I'm trying to do is, for the column 'Assignee in Possession Before Your Booking Date:', if the asset is available within the booking date range that the user has entered -- I would like the column to display what assignee will have the asset last (most…
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Auto Add or Remove Sheets from Report
Hello, I am creating reports for individuals with multiple sheets to review. I see that I can click on a folder to include all sheets in that folder under the "Where?" section. Is there a way to automatically add or remove a sheet from the report if it has been added or removed from the folder? I keep having to manually…
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Timeline end date not updating correctly - help needed
Hi, I'm having an issue with my end date at the top not updating correctly. I have all the subtasks below indented correctly; however, it will not reflect that at the top most level. Please see the photo attached. I added in a new line at the bottom with an end date of 03/09; however, the date at the parent task refuses to…
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How to include a cell value name in my automation list
To setup automation, the trigger part works perfectly fine. However, the response is to change the cell value, but the cell name doesn't appear in any of the options.
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Attaching files to Columns?
Is it possible other then the rows attachment field, is it possible to set columns to attach files?
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If statement in parent row to delete children row?
I am working on a sheet where a task is to validate a set of data. If the data fails there is a follow up task to revise, if it passes the next task is to launch. Right now I have these all set as rows. But I wanted to see if there was a way to insert a checkbox for pass/fail and then based on whether that pass or fail…
