-
Automatic Phase from WorkBreakdown
Hello all! I'm modifying the Simple Portfolio Work Breakdown Schedule and having a little trouble. I like the way the Work Breakdown structure works but I'd really like an automatic way to track which Phase something is in. I know I could just add a column and manually select which Phase tasks and sub tasks are in, but I'm…
-
Edit in Proofing
What would you suggest to a customer who is looking to use the proofing tool to collect comments and request approval but would also want to be able to make changes to the word document without having to leave Smartsheet? At the moment they have to go out of Smartsheet, find the document in Sharepoint and edit the…
-
Sort column containing dates in chronological order
· Problem: It is not possible to sort a column containing dates by chronological order · Use Case: list of annual leave for employees working on a project · Ideal Solution: Enable sort by: chronological order for a column containing dates
-
Permit formulas in columns with the "Restrict" value toggle enabled
I have columns that are set to take certain types of data, and they contain formulas that fill the cells with values permissible within that data type. For instance, there's a field where a formula fills in one of several options based on a cell reference, or the user can manually select one of the options from a dropdown…
-
Copy Row automation brings original sheet 'Created date' instead of showing date it was moved
Please help, I have a helper sheet that I am using to capture time stamps of when a row goes to different statuses (ex: capture time stamp when request status changes from: In Review, Pending Response, and Completed). To do that I set up a copy row automation that triggers when those statuses change. Then it copies the row…
-
Favorites - Pop-up
I frequently use the "favorites" star on the left to quickly go to my sheets. I have had some trouble quickly accessing the sheets because I scan with my mouse up and down the list. Each sheet creates a pop-up when you hover over it. This makes it difficult because I end up clicking the pop-up instead of the sheet I…
-
Ability to sort column property values in ascending and descending order
Often we will need to update/edit a column properties Values and when the new values are added, they are not always sorted in any particular order. Currently to workaround this, I open an Excel sheet → put the values in a column → sort the column. It would be a heck of a lot cooler if I could do that in when editing the…
-
Why is a brand new user able to request access to a deleted sheet?
I deleted a sheet no longer used on 12/11/2024. A new employee with a new user account hired on 1/3/2025 was able to request access to this sheet and it appears from the request that she had the same folder structure I had before I deleted it, unless the system was identifying the item structure from my account. My…
-
How can I update data in one sheet from another sheet?
I have a New Hire Master sheet to keep track of our New Hire's onboarding tasks. The first eight columns contain data that needs to be pulled from the New Hire Master Sheet over to the Membership Tracker sheet. I'd like to use a formula to update the the 8 columns in the Membership Tracker with the latest data that is…
-
Merged: Wrapping cell text in reports
This discussion has been merged.