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Not receiving any updates or reports today
Not receiving any updates or reports today. Is there anything wrong? I have automatically scheduled reports to be delivered daily at 10am via email. I have received nothing today. It is almost noon. I also get notifications from smartsheets when they are updated. I have received nothing today which is also unusual.
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Web Form - Weekly Project Updates
Is there a way to create a WebForm that would allow my Project managers to do Weekly updates on each "sheet" or project? If so, Can that information be placed in a central point? It appears I can only create a webform that update to a row in a sheet? Any thoughts, advice or comments would be appreciated. Sincerely, Scott S.
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ideas for department wide status report
The director of our department wants to use Smartsheet to consolidate status reports across multiple managers showing the latest status update for a Task(Row). We could do this in one sheet, but we want to be able to have historic (older) updates for the Task stay on the sheet. My idea is for each mnager to have his/her…
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Rollup report missing rows
Can't figure this one out. Hoping someone can help. I have 6 sheets for various projects we are working on. Each sheet has at least one level of heirarchy and some have up to 3 (parent/child/grandchild?). I have used cell linking to create an "amalgamation" sheet that lists all of the projects with their related…
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Key Milestones / Deliverables - Output
I am using smart sheets for project planning purposes. Each plan will have hundreds of tasks. About ten of these tasks will be what I class as a 'key milestone / deliverable'. I use another system (Salesforce) to show a graphical representation of the status of each of my projects (Tasks, issues, risks, budget, next steps,…
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Reports output
I am really looking forward to any updates on the reports output. currently the output into Excel is not very professional and needs to be tweeked each time. Really looking for a mechanism to set up the output each time so that it eliminates the additional resource for this.
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report to create form letter
Has anyone used the report function to create a form letter. The report would pull static data from one sheet and dynamic entered by a web form from another sheet. Thoughts?
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How do I run a report based on multiple smartsheets with varied column headings?
When I select the "What?" criteria for running a report, it wants a number and not all columns contain numbers, some contain tasks written in text. Is there a workaround? Do column headings need to be labeled the same across all smartsheets/workspaces used to generate the report? Do separate reports need to be run for…
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Tracking stage changes in a sales pipeline
I am looking at Smartsheet for a potential CRM application. The primary use cases are Manage Contacts and Track Opportunities. In the latter use case, a user has asked to report on durations between opportunity stage changes. Has anyone figured out a way to do this automatically? I know that I can use View History on a…
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Minutes of meeting
I am looking for a template to do minutes of meeting in smartsheet. The purpose is to pull out the tasks out of various MOM or other sheets and be able to pull a report for all my open tasks - no matter where they are. Minutes of meeting, to do lists, punch lists...
