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Meeting Minutes Crossover/Linking
Hi, we have numerous live projects at any one time, e.g. Project A, Project B, Project, C and so on. We hold weekly Project meetings on each project and keep notes and assign tasks in a Project Meeting Sheet. Separately to this we hold other a number of other meetings such as Design meetings, Production meetings, etc where…
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Choosing a Task List vs a Project
So, I have a question that on the surface might have obvious answers but want to think through the potential implications for choosing a Task List vs a Project. In theory a Project should have a defined start and finish for all tasks. A Task List essentially becomes a "to do" list. Tell me what I might be missing please.…
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Advanced Filtering by MAX value
Hi all I've created a report and wanted to know if there is a way to show unique rows by the highest date value For example - below I would like to see the bottom table as my report (colours are just to show the matching rows - they are not part of the conditions required) where only the unique rows are pulled through…
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Need help with creating report(s) with data from a Survey
Hello, I am still fairly new to Smartsheet and need some help turning around data from a survey I sent out. I have 600+ responses that I used the Request an Update function in Smartsheet to obtain, that I now need to summarize and I have no idea how to start the summary process. The survey is regarding Security Services at…
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Reports & Proofing to Person outside Organisation
Hello, we are outsourcing some drawing to a freelance CAD Technician outside our organisation. I have setup a Report that has a number of source sheets and have added a checkbox column in the source sheets if the drawing is to be outsourced. When checked that item shows up in the Report (for all internal organisation…
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Using "Current User" functionality
Hi Smartsheet Community! I have trouble utilizing "Current User" in report. This is my Grid. "Assigned To" field is mapped to user names, using "Contact List" as column Type Yet when create a report with this column, filter would not show "One of" as filtering option. Hence I won't be able to select "Current User"…
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Current User Views on Reports/Dashboards
Hello! I am trying to create a dashboard for internal, unlicensed users to see tasks assigned to them, and I seem to be missing something because I can't get it to work. I have a report filtered to current user: I have the report on the dashboard set up to show the viewer's data: I have the user shared as admin to the…
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Dashboard/Report link issue
Hi everyone, A person on my team has created a dashboard with a report widget that has a link at the bottom on it. The report itself has over 700 line items, which is over the 150 max per this article: https://help.smartsheet.com/articles/2482269-using-report-widgets We would like to remove the link. Alternatively, how do…
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Can I setup conditional formatting based on a time function?
Hello! Is it possible to setup conditional formatting based on a time function? For example, I want a cell to turn red if it hasn't been updated by 12noon. Or, I want a cell to turn red if the current time is after 2pm.
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Sharing a Report
Hello, I have created a report from master employee data. I want to share the report to another department that doesn't have access to the master data (for confidentiality reasons). How do I do this? Thanks, Hannah