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Advice Needed to Optimize Workflow
Hello, I am looking to build a workflow for a review process in Smartsheets. There are multiple stages to this review process. For example, the item is submitted for Group A review. It must be approved by Group in order to be Submitted to Group B. What would be the best and most user friendly way to track who is reviewing…
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Report that features tomorrow as due date
Trying to create an automated report that pulls items from multiple sheets with a due date of tomorrow only. I have one that does the same for today, but tomorrow has proven to be more challenging. I could manually update the report every day by changing tomorrow's date, but I'm trying to avoid that. And using "is in the…
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Pulling a report from multiple workspaces
We are already using personal workload reports to pull tasks from many sheets within one workspace (for us, project). I would like to build on this by seeing: 1. My tasks from two workspaces/projects in one single report, showing chronologically 2. Tasks from my personal task list sheet within that report too Bearing in…
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Dashboard information depending on a selection
Hi, I just began using Dashboards and I have a question I´ve not able to answer. I have a project portfolio and several projects. The project portfolio is a centralized Smartsheet and its related to all the individual project smartsheets. I´m trying to build a Dashboard where you can select one of the projects of the…
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Can I highlight non-working days and holidays in report based gantt charts?
I have a report referencing several worksheets that I use primarily in gantt chart view. When I print it's gantt chart, I would like the weekends and holidays highlighted the same way they are in a worksheet based gantt chart. Is this a check box I am missing somewhere?
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Report based off Check box?
Hi Smartsheet community, Under "What" in Report builder, I am trying to go based off of a checkbox column but that column is not showing up as an option. Check box columns have shown up under "What" in the past. Any idea what the issue could be/how to solve?
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Determining duration in Hours:Minutes
Hey guys, I have read several posts with several workarounds for calculating a value between a Start Time and an End Time where the input and result need to be in HH:MM. I have an idea and a beginning: 1. I created two System Columns. [Start Time] as 'Created (Date)' and [End Time] as 'Modified (Date).' 2. I created a…
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Report Builder: Include Only Top Level Gantt Chart Rows
Hello, I'd like to design a report of overdue projects in my Gantt chart. I can easily design a report showing all incomplete, over due tasks. But what if I only want the top level items on the report ... those that are not indented? Using this forum, I read an answer to another question that prompted me to add a new…
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Merging Cells and Exporting Reports to PDF via the App
Hi there, I love Shartsheet, but one constant aggravation for me is the inability to merge cells. In my quest for a solution, I've come across a few posts on the blog (some as old as 2015) where similar requests were answered with a generic "we'll pass this along to our developers" type response. Just curious: is this…
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Best Practice: Sharing a Report
I have several sheets that contain course development information. Some of the information is private and not intended to be shared . I created a report for a vendor that pulls information from one sheet (and that one sheet pulls data from 4 or 5 other sheets). Our goal is for the vendor to update the Status column in the…