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Product Portfolio Rollup Templates and Guide
I was looking around the Smartsheet site and watched a couple of webinars on Smartsheet solutions, such as the Product Portfolio Rollup solution. From what was said on the webinar, these are a group of sheets/templates that work together to create a Smartsheet system of project management tools. Also said in the webinar is…
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New Smartsheet Solution Category: Project Management
Hi Smartsheet Community, We’re excited to announce the release of our new Project Management Solutions! The Project Management Solutions includes 5 categories, each with a bundle of templates and a detailed how-to guide based on best practices from experienced project managers. Take a look at the different categories we…
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Cross Sheet Resource Leveling
Here's my dilemma... 13 simultanious projects with a single team of 12 -14 people plus a few outide vendors and contractors. I can set dependancies within a single project and carefully arrange schedules to maximize effeciency and make sure no one is over allocated. OK, no problem. And yes, before Craig asks, I can even…
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FF dependecy to push Finish Date, while holding Start Date
Let's say I have two activities, A & B. A has a Start of 3/1/2016 and did indeed start on 3/1. However, it cannot finish until B finishes. So we put down B as a predecessor to A with a FF dependency. The problem I'm seeing is that as B Finish Date gets moved around, the Finish Date for A also moves, which is great; but the…
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Downloading Submitted Forms as PDFs
Can I download a form as a PDF that has been submitted or do I just have to look at the row in smartsheet? It is a very long form, so looking at the responses in the row is not the most user-friendly method.
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Outlook Integration
why do i ONLY get the option to add an email to a specific existing row on some sheets and then on other sheets i get the option to attach the email directly against a specific row? if you see the attached, if i wanted to attached 50 emails to sheet at the top then I would have to create 50 new rows....help please!?
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Create dependency reminder by date
I'm looking to create a content tracker that includes a reminder to review once a document has reached a certain age. For example, Content piece one contains a column for "publish date", once 6 months have passed since that date, I'd like a status column with options of "current, needs review, outdated" to reflect status…
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Workflows with alerts
How do I create templates for common workflows that trigger alerts when predecessor tasks are completed?
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Assigning Team Memebers to Task/Duration
Let say you have a task with a set duration, start and end date. The duration was based on 1 person doing the work but if I want to assign it to 4 people so it theoretically goes 4 times faster. Is there a way to say to smartsheet "This task has 4 people working on it" and for smartsheet to then adjust the duration, start…
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Organize Worksheets
Is there a way to organize Workspaces? I've got a lot of Workspaces and they are in no kind of order. They seem to just be randomly saved with no rhyme or reason to the order in which they are saved. Would LOVE for there to be a way organize them like you can emails.