-
Send notification without access to sheet
I am wanting to create a workflow that will send a notification to a contact listed in a row without allowing access to the sheet itself. Specifically, when I receive a notice to vacate from a resident in one of our apartment buildings, I would like to send them an acknowledgement that it was received when its added to the…
-
Color of Progress Bar in Report in Gantt View
I am running a report and when I do, the color of the progress bar in gantt view changes colors. One the individual sheet the bars and green, but they change to blue, orange, red, yellow, etc in the report. I cannot find any correlation to what colors they are changed to. Has anyone else seen/experienced this?
-
Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
-
Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
-
Add "active" email addresses into Dashboard
I have a list of project team members on the Dashboard. Is there a way to show email address that will create an email when "clicked on"?
-
IF Formula Question
Hi there, I am kind of new to SS formulas and I am trying to create a function that adds an amount to a column IF that column is a certain deal type. The columns that I need the addition to are labeled "Development WAG $" and "Implementation Costs $". IF the "Deal Type" column has "Lease/ Purchase" I need the $350,000 to…
-
How to make a "Tasks by Status" Widget on Dashboard
Anyone have a clue how to make this Tasks by Status Widget on a Dashboard? Is this made using a report or is it just a widget? My goal is to list how many Tasks are on a report that are green, yellow, and red in the same exact format shown. Thank you!
-
Resource Allocation – Multiple Task owners in one Task
Hi, How can I allocate the resources in single task when I have multiple task owners or multiple Task managers? * How can i allocate the hours based on individual manager? Best Regards Saqib
-
RTF in Dashboard Widget
I downloaded an example dashboard which tracked multiple projects. Looked good and decided to build my dashboard to match example. Example dashboard has a Rich Text Widget which has multiple formats within. However when I try to use the rich text widget it does not allow me to have varied formats (different text sizes,…
-
Desk reservation form
Hello, How do I create a form that will allow a user to reserve a desk for a particular day and remove that desk from a list of available desks? Within the same form, I will also need to allow for recurring dates? For example: If an employee comes to the office every Tuesday and Thursday, they could reserve that desk for…
