-
Automating Monthly Bar Chart Updates - Is There a Better Way?
I have a bar chart on an executive dashboard showing intakes assigned and completed by month and the bars are side by side instead of individual widgets for assigned and completed each month. Currently my process is: Add two new hardcoded COUNTIFS summary fields in my sheet summary each month (Month Assigned, Month…
-
Download List of Saved Automation Workflows into Excel?
Are we able to download a list of all our saved automation workflows within our workspace? We currently have many saved automation workflows within our workspace with some under sheets, some under reports, etc. and want to provide a list to our audit team so they can sign off on the new process. The only way they can see…
-
Smartsheet equivalent to a popup window or pivot table?
Is there anything like a pivot table in the smartsheet ecosystem? I am looking for a solution that is somewhat like a sheet reference, but perhaps saves the time of double entry? Case in point: those of you that use Concur travel or something similar, how do you organize the data and make it retrievable but also something…
-
Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
-
Merged: Revert Sheet to [Time]
This discussion has been merged.
-
Using a reference sheet to bring in reference dates (e.g., 6 months ago, last month, etc)
I thought it would be easiest to create a reference sheet to house dates so I'm not constantly creating timeframe stipulators in my sheets, especially now that I am trying to create portfolio level rollups. When I observe the switch over from Mar to April, it seems like in order for the reference sheet to show April 1, I…
-
Guest access set to Edit, but cannot attach files to sheet.
I have a vendor that is helping our company with a deployment. We have given their PM access to our sheet as Edit cannot share, but when they try to add attachments to the sheet it comes up stating they do not have access to upload to that line. Why?
-
ADA Accessibility Design in sheets
We have a Smartsheet accessibility concern. We have employees with vision disabilities, for whom the gridlines are difficult to distinguish between cells, and the gridlines literally vanish when using some cell background fill colors, such as grey or brown. We have attempted to use conditional formatting and alternating…
-
Skip WBS vs. Deleting Task
Is it best to Skip WBS or actually delete the task? Are there benefits to either?
-
New to Smartsheet: Does it have the functionality we're looking for?
Our office is analyzing if Smartsheet will work on a new task we've been assigned. We would like to 1) send a Smartsheet to about 250 users, each user fills in a variety of data (some will have 3 rows of information and others will have about 200 rows of information), and then 2) later combine those responses into one…