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How to create formula to count upcoming tasks in the next 90 days?
I want to see how many tasks each project I have are upcoming in the next 90 days. I can run a report to see this information, but I want to be able to display it in an easy to read chart with each project showing how many tasks they have. See attached example. I built the attached chart by running the report with the…
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Automating the addition of a task list to a sheet
My department is working on a change management process, the steps of which will be standardized for each change. We're using a web form and alerts to notify the team of a new change request, and managing the workflow with a separate sheet. Is there a way in the workflow sheet to populate the list of tasks without having…
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Suggestion for dynamic lists
A feature that would be fantastic for large scale project work would be dynamic lists that could be set up on a sheet and then referred to by drop-down lists in other forms/sheets. E.g. As more projects or names are added to a sheet these then automatically populate drop-down lists for an "Add new risk" form.
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Can we show Sheet Summary data on sheet itself to avoid inputting data twice?
Project Sheet 1 and Project Sheet 2 have detailed data. Sheet_report_summary pulls the "Sheet Summary" data (icon in the right pane) for executive summary. In our engineering meetings, we drill down into the details of each sheet. Can I show the "sheet summary" data on the sheet itself? For example, a project is RED-…
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Populating a Second Sheet
I have a form created for a sheet so that when it is submitted it adds a row to Sheet 1. How do I have a second sheet recognize that a new row has been added to Sheet 1 so that it can pull data from a few of the columns? Thank you, Matt
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Webhook "Error Code: 1151 - Scope 'sheet', object id <id> was not found"
Working on implementing a basic webhook based smartsheet connector to fetch usage data for users under one organization. During the Oauth2.0 flow, requested for following scopes "READ_USERS, ADMIN_USERS, ADMIN_WEBHOOKS". I am making the following javascript-sdk api calls : - - smartsheetClient.users.listAllUsers…
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Best way to export a Dashboard?
Print view looks terrible, especially when we have an embedded Calendar view widget it shows up blank. We have widgets: - Report - Shortcut link to sheet - Calendar view We would like to "back up" the dashboard view to PDF or image format and attach it for those that want to view offline (and back up in Dropbox).
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QBO and Smartsheet
Is there a way to link an invoice from QBO to a field in Smartsheet?
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Can we export a set of detailed files along with high level report?
I would like to create a Smartsheet for 10+ programs. Each PM will update their own sheet on a weekly basis. PM Manager will generate an Executive Report from the data of all 10+ sheets/programs to management team. When sending status to the executive team, also include the detailed information from each sheet in the email…
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Report Builder and Sheet Summary Report - Auto add new sheets
I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking…