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Flag first occurrence as “Unique” and others as “Duplicate” by person + date
Hi Community, I’m working in a sheet with a bunch of historical data that has these key columns: [Personnel Name] (staff contacts) Date (date) [Duplicate Check] (text, where I want the formula to live) What I’d like to do is: Treat each combination of [Personnel Name] + Date as a group. For each person+date group, mark…
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Managing dates
Hi SS Community! I have a feeling this maybe a simple answer, but I have looked on the internet with no resolve: I have "Project Plans" for each one of my projects. I use dependency settings. For dates I have Start Date, Due Date, ESTIMATED NUMBER OF DAYS TO COMPLETE, Estimated Completion Date and Complete Date (Record)…
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Adding date ranges to column headers
Hello Smartsheet Community, I saw something at the conference in November and I'm having a hard time remembering what it was called so that I can figure out how to use it, I think it was a "series". Here's my problem: I have several sheets that I am using to create "block based" schedules, each block is defined by dates,…
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Workflow Notifications for sub-subtasks
Hi, I set up a workflow notification to request updates on projects due today, or past due for an entire project sheet. But I would like to know how I can setup notifications only for the sub-subtasks row, if possible, without a helper column. Thanks!
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Blurry image on Mobile app
Hi, I had attached an image on my sheet and tried to view it on the mobile app and the written details and the image itself are quite blurry and unreadable. Is anyone else encountering this. Please advise a work around as my customers prefer using the mobile and viewing images is important for our project. Its inconvenient…
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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Color Code Headers
It looks like this feature is already been requested several times. However, in case no one has filled out the form, being able to color code the headers by adding a background color to them would make breaking up tracking sheets or calling out specific columns in the grids so much easier. Seems like a feature a lot of…
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Desktop app - copy and paste in Table view.... or lack of
When are we going to get copy and paste in table view - the lack of this basic function makes this view unusable.
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Smartsheet Automation Sheet Links and Bug Report
I had an automation that would copy rows to a duplicate sheet with test formulas / API connections. I moved this sheet to a new workspace with more limited permissions of other users, and the automation broke. I deleted and attempted to remake this Automation but searching the sheet name in the copy rows section it cannot…