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Individual Task List Report (aka "Look Ahead" Report)
We have about 12 projects underway that are using Smartsheet. I'm planning to send each resource on the projects a "look ahead" report that shows all the tasks they are responsible to complete over the next 2 weeks. I've created the report. consolidating the sheets, but have two questions: 1) It looks like I need to create…
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Need the ability to filter reports based on project status
Here is what I need. I have about 50 projects within a workgroup that I am trying to manage. I have a report of tasks that are due within the next 5 days. Took some cluncky work to differentiate tasks vs summary tasks, but it was easy enough to do. Next issue / challenge. When a project stalls for some reason or another, I…
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Suggested Visual Enhancements
On the Home tab View you currently display the left panel the number of Sheets there are in each of the Categories (Sheets, Folders and Workspaces). In the Centre Panel you display Name, Owner, Shared status and last updated, all very useful. I believe that there is room for two more columns which I suggest would be: ·…
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Collaborators and Reports
I have a workspace for my team of 10. 3 users are paid licensed users. 7 users are non licensed users The non licensed are setup as Editor - cannot share I created a report within the workspace. One of the non licensed users would like to edit it; however, in the report builder, all the options are greyed out. Can only…
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Recurring Reminders
Is there any way to set recurring monthly reminders for each row for content which doesn't get updated? I am doing up a rental collection sheet, and need to set reminder for the person in charge on a monthly basis. Thank you.
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Update start date with report
Hi all a quick question from a relative newbie: I am setting up a project sheet and want to be able to issue report updates to our outside contractors on a project. I am struggling with a feature in smartsheet. I would like to have my engineering firm provide a start date on a task with a dependency without having to…
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Trying to build a good, dynamic task list
I'm working on getting a good personal task list system going within Smartsheet. I've gone through a small number of efforts to get what I need, but I still have a problem around getting something dynamic and quick functioning. 1. Built a task list based on the task list template. With no automatic sorting, I have to sort…
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Resource Availability
I need to figure out a way to view resource availability for a given time period, besides just visually scanning the resource view. Is there a way I can create a report that would tell me the dates that a given resource is not scheduled/assigned to a task across multiple sheets, so I can assess that resource (or group of…
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If N/A checkbox is marked note % complete as 100%?
I have a "Not Applicable" and a "% Complete" column. I would like to create a formula that will automatically set the % complete to 100% if the Not Applicable checkbox is marked. Any suggestions? Thank you!
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Assigning Colors to Contacts
I use the gantt charts and calendars to make sure my contractors are not in two places at once. Is there a way to color code each contractor so when I assign a task, it automatically shows in gantt and calendar view as the color assigned to them? I seem to have to do it to each individual task. Then the color coding doesnt…
