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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…
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Week Numbers
How do I display a week number in a field, that references of a date field.
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Can you schedule a report to run?
Hello, I just recently setup some sheets to help with payroll which tracks piece work (we're a manufacturing shop). They input the date they did the work and the number of pieces (I've built a sheet with every single part on it and put their respective price per part that calculates the total for that part). There is also…
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Gantt & Calendar Views on Reports
Thank you Smartsheet for the new feature allowing Gantt & Calendar Views on Reports! Best thing since sliced bread and dental floss!