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Enhancing Workflow Management on Consulting Projects
Hello! I need some help enhancing how we track our current projects in Smartsheet. I work for an engineering consulting firm. We have been using Smartsheet over the last 9 months to track tasks and manage workflow. The majority of our projects are labor-only. Due to the nature of our work with public agencies and…
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Weekly Update Text Column
Hi Community— Need some advice. My team uses an Excel spreadsheet to track account updates. Weekly we add a column to the right and the team inputs a paragraph of text. So the existing Excel sheet is up to column "AH" since we are at calendar week W42. So next week ... "AI" and so on. The previous week's column is then…
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Turning a Paper Report into Smartsheets
Greetings, While I appreciate consultants, I'm not currently seeking to hire anyone to do this for me, I just have general questions to accomplish my goals. My direct supervisor sends out a request for certain data to various people on his staff once a month. It's a "Service Report" of sorts that is used to provide data to…
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how to receive excel file notification for the newest update in smartsheet ?
Hello, for the current smartsheet, for each new/update records in smartsheet: we receive an email notification for these updates. that is great.., however, in stead of receiving an email with all the new/update records on that email. are we able the send all the update/new records as an attachment - (excel format) via that…
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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Automated feedback using forms
Hi there, After we have a speaker attend an event and deliver a speech we have prepared, we would like to automatically send them a form to fill out asking what worked well, what needs further work etc as many speeches are different versions of similar material. I can link the cells from the original event to a new sheet…
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Switching a subtask to a main task?
Is there a way to switch a subtask to a main task? Projects have the same annual processes that need to be tracked but i want to display the current year as the main task and drop the previous year to a subtask. Is there any way to do that? And, is there any way to automate that? Thank you in advance!
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Turn average working days to projected date using WORKDAY()
The basic ask is to calculate a projected due date based on historical data and duration that a certain task takes. So if x, y, and z parameters are checked, it will find the average amount of time (from a different sheet) that those parameters take and then calculate a suggested due date. I want to use WORKDAY(), but am…
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need a function to set permission to one cell,or one column
need a function in smartsheet to set permission to one cell,or one column, it means, the viewers can view most of the datas in the sheet,but one or two cells,one or two columns,take the classified column within revenue for example, the datas inside of this classified column just can be viewed by owner and admins, the…
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Formulas For Metrics
Good afternoon, Looking for some help on setting up formulas to capture the following metrics per attached. Any help would be greatly appreciated. Thank you !
