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Dynamic Sum from Multiple Sheets in a Workspace
Hello, I have a workspace full of our active projects. Each tasks has a status (not started, in progress, complete) and I would like be able to see the total numbers of these tasks statuses across all the projects. I already have columns that count the number of each task status in the individual projects, but I would like…
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REALLY don't like the new layout!
The new look/functionality of the sheet is much less friendly. Takes a lot more clicks to get through and I now always have to close the left pane to see my sheet properly. Also, the left pane list keeps changing so I have to hunt for my sheet each time. When you had the tabs at the top I knew where to find my sheets…
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Resource Allocation and Manipulation
Hi, I am new to Smartsheet and I am trying to create a view for my team where I can see all of the tasks, across multiple sheets (projects), that individual team members are assigned. In other words I want a view where I can see all assigned tasks, with task names, who the tasks are assigned to, dates, and a Gnatt chart if…
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Card View / Contact List
Hi there:) I have a sheet used as a "Maintenance Request" sheet. It is populated by a form. Each person submitting a request provides their name/email into the "Submitted By" column. This allows them to receive an alert once the job is complete. I have frustration coming from the maint dept. when assigning a job/task…
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Sheet rules missing
I am an admin user. I updated a sheet with multiple rules. The rules show up the sheet when I open it. But, when one of the other users on our account open the sheet, it is missing 4 rules.
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Security assessment fields for each project
Our security certification requires that we provide answers to several key security questions for every project (risk assessment, project justification, etc) and I was wondering what the best way to handle that in Smartsheet would be. They're not really tasks, since it's just several sentences for each that need to be…
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How can I display a date range based on week/month numbers?
Here's the situation: I have a bar chart on a dashboard that displays the dollar value of bids submitted by week going back the last five weeks and another for the last five months to help the estimating team track where we are on meeting goals. At the moment the labels under the bars are Last Week, 2 Weeks Ago, etc.…
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Quickest way to create a new sheet from a template?
I can't remember exactly how I used to do it but I'm sure the old style smartsheet was easier than trying to do it now. We hadn't been using it long before the change. The process I'm currently using feels extremely cumbersome. Please tell me what you've found to be the quickest/easiest way to create a new sheet from a…
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Keeping old and new data when needing approval/decline
We use Smartsheet for forecasting budgets per team. Each team has its own sheet with each line item that rolls up to sheets, reports, and a dashboard (with graphs and metrics). The columns represent both forecast and actual money spent per month (two separate columns per month). When a product owner adds a forecast amount…
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Open enclosing folder or workspace
When I am on a sheet view, how do I go to the enclosing folder or workspace?