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Smartsheet Forum Navigation-Back to View
As I started using this forum I was frustrated when opening a discussion and wasn't able to go back to my place in a long list on possibly multiple pages. Since there is no back button if you hit the delete/backspace key you will be returned to your previous view.
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Sheet showing blank
Hi All, I wonder if someone can assist me. I created a sheet by importing an Excel workbook. When I open the sheet via SS, it shows blank. But when I click on the link as in the email I send for the Invitation to VIew to users it opens up the sheet and all the data is there. I am concerned I know to click on the link but…
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Notifications
Is it possible to set up notifications to let someone know RIGHT AWAY when they have been assigned to a task thats in a sheet they're shared to? I'm trying to avoid individually sending update requests in the beginning, and I'm trying to avoid sending everyone shared to the sheet a notification about a task that doesnt…
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Update Request - Emphasize the link to "Go to the sheet"
On the Update Request email, there is a big "Update Form" button. There is also a hyperlink in tiny type at the bottom of the email that the user can click to "Go to the sheet". It seems the "Go to the sheet" functionality is more likely to be the desired usage of the Update Request email than to launch a web form. Could…
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Sales Pipeline Sheet information links to Project management sheet upon status change
Our company tracks sales opportunities and basic project management using Google Sheets. We would like to move this function to Smartsheets. Our basic process: (We design, fabricate and install elevator interiors) A new sales opportunity is logged into a googel sheet and given a status of "Bidding". We also input several…
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Replicating multiple worksheets in Excel
We use an xls file to manage our monthly staff rota. I want to transfer this to SS but we use multiple worksheets, one for each month, ie one for Jan, one for Feb etc. What is the best practice for replicating this functionality on SS please? Thanks. Michael
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Remove the Logo From Your Account
I was trying to figure out a way to remove the logo from my Smartsheet, account. I did not want the default logo, and I did not want to use my company logo, since there is no way to control the location of the logo. There may be a better way to do this, but here is what i did: * 1) On the Account dropdown menu, go to…
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Sorting
I have a question about Sorting and what may possibly be a future enhancement. Is it possible that when I add a new row and hit Save, it will know my Sort preferences and move that row to the respective place?
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Share reports without sharing entire underlying sheet
Hello, I would like to understand the best process to, once a month, update a sheet with data from 2 partners. then I would like to share just that partners data with them for viewing and possilby updating. is the best way a report on top of the sheet with a fitler? i tired this and it seemed that they could click through…
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SUMIF YEAR
Hi, I would like to do: SUMIF(YEAR(A1:A50), 2016, B1:B50) The above doesn't work. How else can I construct this formula? thanks, Column A is a date column Column B is a currency/number column
