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Using IF formula to set conditions for RYGB ball color
Hi there! I have been trying to set conditions with a formula to change the color of a RYGB ball based on two columns, the percent complete and the due date. I wish to use the RYGB balls and not just change the color of the cell, which is why I'm using formulas instead of the conditional formatting. I keep receiving the…
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Nonworking Days but tasks must be completed
So I'm setting up a smart sheet so that I have a holiday break for Christmas and Thanksgiving. My problem I'm having is that when I go to start one task after the next, it'll start a task and carry it through the holiday break then complete it after the break. Is there a way to set it so that if a task won't be comlpleted…
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Exporting Red Yellow Green status to Excel (not using words)
When exporting a sheet that uses status symbols (such as the RYG status balls) to Excel, the symbols/graphics do not convert, only the words. How can I change this on the Excel document?
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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…
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Publish sheet in multiple views?
I'd like to show a sheet in the dashboard in both: 1. Grid view 2. Calendar view WHen I publish the link to put on the dashboard, it only one or the other. Please tell me there's a way to publish in multiple formats!
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Can you automatically apply a format to parent rows?
I would like parents rows to be formatted bold automatically in my sheet. I looked into conditional formatting but it did not have an option to reconize parent rows. Is there anyway to do this?
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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-…