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How do I set up something in Smartsheet for Multiple Projects with the same tasks for each?
Hi, I've spent way to long trying to figure out if Smartsheet can do what I want it to do so I thought I'd ask the experts. I have about 70 events a year and 150 tasks to complete for each event. It is just me working on this so I don't need to assign or escalate. I need to have reminders on certain tasks for different…
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How will the new email OTP login method impact Live Connector?
How will the new email OTP login method impact Live Connector’s 32-bit ODBC connection?
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Formula to automate the symbols on a sheet.
The Task Progress column is linked to the % Complete column. when someone inputs a value of 100% in the % complete column, the task progress changes to a Green dot, and the same goes for when the % complete is 0% - Red dot, 1-99% - Yellow dot. I would like to add a gray dot in the mixture so I need a new formula to reflect…
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Why does Smartsheet add a single quote before an integer that begins with 0?
A single quote keeps getting added when a 0 precedes an integer regardless of the entry method for the cell’s value (e.g., when the values are imported into Smartsheet from an Excel file, when the values are copied and pasted into Smartsheet or when the values are manually entered). Example: 099999999 changes to ‘99999999…
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Proper Safety Management System (ISO 45001)
Has anyone created a successful Safety Management System using smartsheet? If so, do you have a template?
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Formula to calculate and copy dates based on form submissions and standard timeframes
I am very new to Smartsheet and I am struggling to find the right formula for a sheet. I am working on a access sheet linked to a form. Different access categories have standard timeframes, for others, the person submitting the form will have to indicate a specific date. I was planning to have a column where to have all…
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Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
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Bring Data From Another Sheet (INDEX, MAX, COLLECT, MATCH)
Hello Community, I need to bring data from one sheet to another. I usually accomplish this using INDEX, MATCH combination. My challenge right now is the following: Sheet 1 has unique records. Sheet 2 references Sheet 1 on a unique identifier (taskid), but there might be multiple records in Sheet 2 for the same taskid. I…
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chart - create % of task per assigned to
Hi I have a task list sheet where I assign user to tasks. Those tasks are marked as In progress, Complete, Not started, etc... I want to create a widget on the dashboard that will display something like the screenshot attached. Being new to Smartsheet, can someone provide me step by step instructions on how to achieve this?
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…