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Checklist Summary Reports
Id like to summarize status for a list of users involved on multiple project checklist. The dashboard function tells me I can only use numerical data in reports/widgets. Is there something I am missing? I want to provide a quick glance at overall status of multiple checklists.
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Report & Dashboard information not live
Reports and Dashboard information are not updated right away when the sheet information is changed. I noticed it since yesterday. Is it a bug? How soon can you fix it?
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Count Task Status across Sheets
For each of our sheets, we use a "Health Status" of Red, Yellow, Green to indicate how that task is going. I would like to create a report which looks across all sheets and simply counts up the total number of tasks which are Red or Yellow. I can easily create the report which shows the list of individual tasks which are…
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Copying cards and substasks
Is it possible to copy cards and subtasks in the card view and have the new lines generated in grid view? Make sense? Im trying to copy all subtasks for a new card but just have the user update the main task name. Thanks
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Question about embedded webform and filtered sheet in confluence
Dear all, I did some research about the following topic but somehow got stucked and every helping hand is appreciated. What is the current status: Currently we are using smartsheet (lets call it "project_overview") to keep track on all our projects. After a few years this list is quite big (around 700 rows) so we are…
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Resource Management
Hey Guys, unsure if this is possible but lets see. I am going to be using card view as a kanban style work stream for my team, each card will have an estimated effort as to how long the job will take and an actual field for the actual time. each of my staff i could say has 5 hours a day free. what i am trying to achieve is…
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Report sharing access
Hi, There are 7 individual sheets with information on various industries in each of the sheets. I have created a report to pull information on a particular industry and have shared that with a collaborator. However, as he does not have access to the individual sheets, he's isn't able to see the information on the report. I…
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Totals By Date
Hello, Has anyone successfully used dates to pull totals? I'm trying to do the following: Columns: Start Date | End Date | Status 1/2/18 1/10/18 Completed 1/5/18 1/7/18 Completed 1/5/18 Open 2/8/18 2/15/18 Completed 2/16/18 2/20/18 Cancelled Output: Total 'Completed' for January 2018 = I'm wanting to use the dates and…
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Filtered Views for External Collaborators
Hello, i am not sure what the best way is to accomplish this. I have a smartsheet that i would like to collaborate with outside vendors. I would like to avoid chopping up the data and giving every vendor their own sheet. I will be adding new data weekly. Update request won't work because they could be getting 20+ lines at…
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Updating Dashboard
So I have created a Dashboard with Metrics and Graphs only to learn that as the underlying data in the sheet is updated the widgets do not update they are static. Given the number of dashboards to be built it is not feasible to manually re-point the widgets to the latest data. So I need a workaround. Given that the widgets…
