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Can I change tasks visibility in a shared smartsheet?
Hi, I am trying to find out the best way to work with smartsheet in a particular scenario. I have project smartsheets that outline project milestones, and tasks within. This sheet is shared externally to my team for collaboration. In many cases, some of the tasks might drive subtasks, or small actions that the internal…
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Is there a way to automatically copy filtered content from sheet A to sheet B daily?
I have a sheet (sheet A) that is my source sheet, and the content is updated frequently. I'd like to filter sheet A on a particular column, and copy the filtered content to another sheet (sheet B) to share with my users, automatically at a daily basis. Before copy, content in sheet B needs to be cleared. I tried to use the…
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Legal projects/task management sheet
Hi, I’m part of an in-house legal department. The company has different departments and different types of contracts/advice they require us to produce. To track the work, I have created one sheet for the legal team to use, covering all main "legal work" categories and then broken down to sub categories, tasks and then sub…
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Applying Filter to Agenda
Hello all, I've been using Smartsheet for a few hours and i've been able to create in Gantt Mode without problem so far. The columns i've created allow me to filter tasks and help me read / correct / adjust the planning easily : Nice ! Now for the problem... The filters applied in Gantt Mode are effective in Agenda Mode…
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Row edit feature and sheets
Is there anyone that would be willing to work with me on the phone to work through this issue: I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by different areas. One of the areas prefers to work in the edit form to see the information vertically…
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Can you select columns when the "copy rows" workflow is triggered?
Hello! I have two sheets for contracts. On the first one people will submit a contract via Smartsheet forms and with the copy rows workflow, the information entered will go to my master contract sheet. Everything works perfectly fine, the only problem is that the form people use to submit new contracts contains a lot of…
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Transferring ownership
Hello! I am an admin at workspace of the company. I can't take ownership of sheets from an existing user with business license. I have this message when trying to get ownership: You cannot take ownership of this item because the current user is not in your organization. Can you please help to solve this problem?
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Creating forms
I would like to know if it's possible to create a form template associated with a Smartsheet. The purpose of this form would be to collect requirements for a request that a client enters into a Smartsheet. The client would access template, complete the fields, save it, and then attach it to a specific line item in the…
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#Unparseable error
I'm using the system to monitor and report progress to our client. We do surveys on their sites and perform installations. On top of the sheet, I have locked 6 lines that I use for summaries of the totals with simple countif statements. Any ideas on why?
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Rostering for Global Customer Support
Hi, I have been asked to create a roster that covers customer support across different time zones and shows who is available (human resources), who is on leave, time, names of the support person and who is on call. Also, includes our contractual obligations with customers in an easy display view to the eye. Do you think…
