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RISK - Projects
Does anyone use Smartsheet for Risk Assessments / Risk Management? If so, What template do you use and what is your process? I've found on the link below several templates for Risk Management. However; when I download the excel and import it into smartsheet, the functionality is lost.…
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Automatically repeat rows within a schedule (daily, weekly, monthly etc)
Hi, We use schedules to track publication output. Is there a way, when a form is completed or when a user adds to the schedule, an option can be selected to repeat the entry either daily, weekly, or monthly? Thanks, Dan
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Headers
Can someone help me how to make headers Bold with bigger font is it possible? Also,Can the Grid line be made solid like we do in Excel?
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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Tabs No Longer Showing
Sometime last week I noticed my view in Smartsheet (using Chrome) no longer has the tabs at the top of all of the current open sheets. How can I get this view back? It was much more efficient than the pinning option we have now. Also, the recently reviewed Smartsheets would be great if it actually filled up that column but…
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Reference a column in another sheet
Hello - My company is new to smartsheets but it has ALREADY made a huge difference for us. I'm playing with functions that reference other sheets and I have a very specific question - I'd like to sum all of a column IF two conditions are met: the dates match and the payment type is the same. The formula I'm working looks…
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Filter by Color
Is it possible to filter a sheet by color (either font color or cell color)?
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Reporting from multiple sheets into a single resulted row
Is there a way to run a report that looks at 2-n sheets that uses a common column (primary key like), like a Row ID, to import the data from several sheets into a single row of the report?
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Allow access to specific items only
Hi all, I am creating a set of sheets. * Main sheet: gathers all the tickets about issues raised from the field (customer). Ticket (row) will be added using a customized form. tickets are coming from several types of users.* Engineers that belongs to the company. * Engineers that are external and belongs to the customers.…
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Remove automatic hyperlink on rich text dashboard widget
I've created a rich text dashboard widget and the information that I am typing into the widget is automatically creating a hyperlink which I do not want. Any suggestions on how to remove the auto hyperlink?
