-
Assistance Needed with Updating Month-Wise Data and Dashboard in Project Management
Hello everyone! I've recently taken over a project that was previously managed by someone else. I've observed an issue in the project's dashboard where the month-wise data, used for generating graphs, is only available until May (please refer to the attached image). Upon inquiry, I learned that the sheet containing the…
-
Sheets
I am trying to convert my excel spreadsheet into a Smartsheet and I want to be able to attach pdfs of receipts that exist on my Dropbox folders to each of the relevant cells in Smartsheet. The data is worth 6 years (a lot!). Is there a way or a code that I can use so that I don't have to attach all the files manually one…
-
Copy changes from Clone Workspace to Live Workspace
Hello all, We are working on a Workspace for a client and they have asked various changes to be made on their Workspace. We created a Clone Workspace to implement all changes and make sure it works correctly. The requested changes had to do with: Adding new columns to a sheet & update columns order Adding column formulas…
-
Importing from Excel works one way, but not another?
Hi there, I am trying to create a new sheet from Excel data. If I create the sheet and then go into the sheet and click File>Import>Import from Microsoft Excel, I can pull the data in, but when I leave the sheet, everything is gone. When I import the data, I follow all the usual import steps, but the Save option is grayed…
-
How to assign task to multiple contacts and track for each contacts completion
Hi, I'm building a sheet of tasks where some tasks will be assigned to multiple contacts and each assignee/contact will need to acknowledge that they've reviewed/completed the task. Multiple Contacts is enabled on the "assigned to" column and the preference is to have only one column to track assignees. Looking for help on…
-
Forumla help sought so cancelled tasks are not counted as at risk
This formula surfaces 'At risk tasks' to a project rollup dashboard report. It does so based on the criteria of due date in the past and status other than complete. =IF([End Date]@row <> "", IF(AND([End Date]@row < TODAY(), Status@row <> "Complete"), 1, 0)) Question - What needs to be changed so that it does not surface…
-
Metrics Widget - Summarize from Many Sheets in a Workspace
I want to add a Metric widget to a Dashboard that totals the number of projects that I have in another workspace. Each schedule (sheet) in that workspace has standard summary fields that I use in Reporting. When a new schedule is dropped into the workspace, it is automatically picked up by all the reports that look at that…
-
Users having issues with accessing published sheets
HI I have had several users reach out to me indicating they are no longer able to access a published sheet. They have been able to access in the past but now they are not. Nothing has changed with these published. Yesterday for one user, I deleted their account and re-added. Once he accepted the invitation, he was able to…
-
Remove Reply in Smartsheet Button from Comment Notification
Hello, I use the Comments of the Sheet to communicate with other people regarding the Requests we have in the Sheet. The comment notification that is sent automatically when a user has mentioned another user in a comment is very useful. However, I would like to remove the "Reply in Smartsheet" button that is shown at the…
