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Sequential numbering not working (Project with WBS sheet)
Hi All, I am fairly new to Smartsheets, so please be kind :) I am creating a WBS with the Template the Smartsheets provides (Project with WBS sheet), but I am noticing that when I add new tasks between other already created tasks, the numbering goes all wrong. Also, Even if I add more tasks underneath, the numbering is not…
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URGENT! Account access terming! How to offload/archive data for access outside of Smartsheet
I urgently need your help! My employer recently sold my division and I just found out that we will be removed from the original enterprise account as of March 1st. I've built a complex toolkit based on the PMO Office template and use Control Center and Dynamic View add-ons. This toolkit contains data that is subject to…
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Templates
I have save a worksheet commonly used in our team as a 'Template'. Can free users use this template?
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I created a template from a sheet and now I cannot find the original sheet...help!
I created a template from the Schedule Call Tracking -November Election and I cannot find the original smartsheet in my list of available sheets. What happened to it, and can I retrieve it? I created a template from another sheet before and I was still able to retain the original sheet. How was I able to retain the…
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How to Format Date-dependent Color-changing Cells (3 total columns)
I need to create a Smartsheet for tracking documents, the date of last review and a color changing column reflecting the date of next review. In column A I need to list the document names. In column B I need to list the date of last review. I need help to format column C cells. 1. I need for Column C to populate a date…
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Im using Sales Pipeline Overview Dashboard, but want to have a pipeline sheet per rep
How would i link a new duplicated sheet to a dashboard, lets say i want to use the Sales Pipeline Tracking Template, but i want each of my reps to have their own Sheet-Sales Pipeline that reports up to the Dashboard. Is this allowed?
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How to create template dashboard and summary grids with formulas?/ Is it possible?
I need to create a set of templates that are personalized to our needs. The needs are the following: - We have a template that is pre-set with column names that is populated by us. 1. From this template after it is populated I need to create a summary template in a grid containing formulas. 2. From this Summary template I…
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How to import Microsoft Project Schedule into Project Management Office Template Set
Good day everyone, I am trying to implement the PMO Template Set for my PMO organization. We have been using MS Projects for our schedules for management of our projects. I would like to transition our existing and new projects to smart sheet. Is there a straight forward way to do so with out having to relink and…
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Can Smartsheet create a new project with the completion of a form?
I couldn't find a good answer amongst the posts already in the community but perhaps I wasn't searching in the right fashion. The way that my team has project intake setup is that once a new form is completed, it feeds the form information in to a sheet which is a pretty standard action. What I'm wanting Smartsheet to do…
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Calendar App Template
Is it possible to reuse the settings created in the Calendar app for one smartsheet as a template for another/new smartsheet? Smartsheet does allow for templates for its sheets (very useful) so didn't know if that is similarly possible with Calendar app. It would be particularly useful when using specific color coding…
