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Any templates or sample of multiple project dashboards?
Our small company does several projects at a time and all of them basically follow the same project plan. We created a nice template that contains the dozen or so tasks in our project. Most of the reports and dashboards I've tried to create capture a single project but I'm not finding a nice way to show multi-project…
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Is there a webinar or video tutorial on how to set up the Project Management Office template?
I seem to get stuck whenever I try to add an additional project and the formulas between sheets don't seem to transfer properly. I've reviewed the written instructions several times but I can't figure out what I'm doing wrong. I would love to see an example of how to set up multiple sheets that roll up to the dashboard.…
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Dynamic Drop Down lists from another column either within the sheet or from another sheet
I've searched, but everyone seems to say that this is not an option at the moment, are there any work arounds? I want to create a page where someone can create a product id number based on several factors, i.e. category, model number, color, country, end customer I'f like osmeone to be able to select the category (call it…
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Sheet Template, Microsoft Teams, Automation Error
I have a question about a template I’m using in smartsheet. I set it up to send notifications to Microsoft Teams, but when I use the template to start a new sheet, it clears out all my automation rules for notifications to those teams channels. Is this normal behavior? insight would be helpful
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VLOOKUP or INDEX,MATCH - how to deal with situation when source will change?
I have a MASTER contact list, which has every contact that we ever have. Primary key is email address. Then i have a template where a person picks a user from a Contact List and a bunch of columns get populated with phone, city, etc when the email address for the user is matched against the Master. So that template has…
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University Permit or Special Event Request From
Hello, I am wondering if anyone in this group uses Smartsheet for Permit or Special Event applications? We are looking to utilize Smartsheet to streamline our Alcohol Permit process and I wanted to see if anyone is already using Smartsheet for something similar. Thank you in advance!
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Licensed vs Admin status
Does anyone else have a challenge with this mix of functionality? As a "free user" with admin access to a sheet, someone can move or copy entire rows somewhere else. But that same user cannot lock a row or columns. (And, while I am at it, there is no workflow that allows programmatic locking of columns). (This became an…
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Time Tracking - Hours and Minutes
I was working on a way to track some task hours and minutes... came up with this: One of the problems I ran into is that if you put "00" (double-ought) or any minute with a preceding zero, it would error. You can see the work-around I made, not the most elegant, I admit.. If Smartsheet could ignore preceding zeros, it…
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Project Management Template- Why headers in row 1?
Hi all, Smartsheets newbie. I've been playing with the project management templates (they're terrific!) and working on customizing them for our needs. My question is, why are column headers repeated in row 1 of in most (maybe all?) of the elements of this set of templates? I thought maybe they were used as references in…
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Auto Send Email Template
Hello guys, I'm trying to build Hiring Candidate Process so I want to build an automated sending email with a premade template, can smartsheet do that? for example: 1st interview => fail => send "thank you" email Thank you very much, hope you guys have great day
