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Is anyone else struggling with duplicate assignments (i.e. Assigned To field)?
Hello! We recently moved a manual task assignment process to Smartsheet. The issue we're experiencing now is duplicate assignments. 10-12 team members are accessing the sheet at any given time. Changes are happening all the time. And while they are refreshing and saving consistently, team members are stepping on each…
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Solution to analyze multiselect dropdown data and visualize in a reporting dashboard
Hello! I'm somewhat new to creating reporting dashboards in Smartsheet and I'm running into issues since one of the key metrics my sheet has is a multiselect dropdown. I'm aware that you cannot group by a column that has a multiselect dropdown, but what would be a workaround for that so I can visualize that data in a…
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Kanban or something else?
Hi all. I'm teaching myself how to use SmartSheet in way that works for me. I have a weekly check in with my boss and her boss. Right now I'm just using a grid but I really want to try to use a Kanban. What I cant figure out, and maybe I'm overthinking it, is how can i have it so that they can see the progress I have made…
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Form fields to include Comments
It would be really great if, in the manage forms section, form builders are able to insert a comments field that would populate as a comment on the row once the form is submitted. I have searched many product ideas and did not see this, but I did find older conversations in the community stating that it would be desirable.…
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Target range in graphs
I would like to be able to have a highlighted/shaded section on a graph indicating the target range desired for the data being displayed in the graph. For example, The graph is depicting the average number of patient's seen per therapist per shift… the target range is 6-8…. is it possible to have a shaded line parallel to…
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Hyperlink Color on Dark Background
Hi, I'm new to SmartSheet so I may have missed something. When I add an hyperlink on a cell with dark background, is there a way to make the text white or any other color that would allow to read it? I thought the automatic mode would change the color, but it does not let me do so... any ideas? Do I have to stick with…
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Creating data to populate a dashboard
Hi all, I want to display a count of a particular item from 1 column (dropdown with multiple options) but need it to also cross reference another column (dropdown with multiple options). So example is if first column (Site) is "Preston" and second column (Contact) is "Warehouse" then give me a count of this combination.…
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Ability to remove all source sheets from a report
I currently have a number of reports, which are having 100+ source sheets of active projects, once a project is complete I need to remove it from the report and respectively add new sheets. However, there's no easy way to remove those completed/cancelled projects from the report today, because I'll need to look at that…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Reporting functionality on dashboards
I am trying to pull together a view of my portfolio that takes 7 projects and pulls the milestones. I want to be able to have the seven projects each be able to expand/collapse individually, ideally from the dashboard, however, I'm having difficulty figuring this out. Seems like it is an all or nothing setup. I have my…