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Can you send multiple Docusign Templates based on the row criteria?
We have setup the docusign + smartsheet integration but I am trying to figure out a way for me to pick and choose which of the 8 documents I need to get included in the docusign envelope as each row will be different. For example, one row may need documents 1, 5, 7, & 8 while another may need 2, 3 & 4. Without building out…
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Template and use of formulas
I am using a project plan template and have some formulas on the Health prebuilt - however if someonee adds another task via insert (which they should be able to do) it does not carry/maintain the formula on the newly added Health column. Please advise.
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Creating a Very Basic CRM
Hi, I have the need to create a very basic tool for tracking the interactions between 12 internal employees and 80 external doctors who we work with. This seems like a mini-CRM (Customer Relations Management) tool, but is far more basic as it doesn't worry about sales and such, so many of the sales facing CRM's are way…
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Legal projects/task management sheet
Hi, I’m part of an in-house legal department. The company has different departments and different types of contracts/advice they require us to produce. To track the work, I have created one sheet for the legal team to use, covering all main "legal work" categories and then broken down to sub categories, tasks and then sub…
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Can I add something to color code for blank cells?
Hello, I am using the following formula to represent health color for individual rows: =IF([Start Date]40 > TODAY(), "Blue", IF(AND([% Complete]40 < 1, [End Date]40 < TODAY()), "Red", IF(COUNTIFS(CHILDREN(), "Red") > 0, "Yellow", "Green"))) This formula works well for what I need except that I use a template project sheet…
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When saving as a Template do the shared filters carry into a new sheet created from the template?
I have tried this several times but the filters I create before saving as a template do not appear in the derived sheet. The check box above leads me to believe the filters should be in the template.
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I don't want grid lines to display on my dashboard. Can these be removed (or made not to show)?
Using the Employee Contact List - Template Set, I have created an employee contact list, with reports broken out by teams. When I add the reports to my dashboard, the grid lines show. Is it possible to remove the lines so that just the text shows? Thank you! Pam
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Getting Started Tutorial for Customers
We have built out a 'project portal' of sorts made of up several sheets, reports, and dashboards. I'm looking for anyone who has done the same and/or built a 'getting started guide' for customers to understand how the project will be managed utilizing all these components (information, status, collaborations, etc.). Anyone…
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How to Edit an existing Template
Is there a way to Edit and Save an existing Template? It appears the only way is to create a sheet from the Template, edit the sheet, save it, and then Save As a template. It's cool if that is what is required, but wondering if I'm missing a more direct way
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Using Project Management Templates
I'm using the PM templates and the templates utilize a section in the project plan that is called Project Information. It's handy b/c you can use this non-task related information in dashboards. What my issue is w/in the Finance section under Project Info - there is budgets and actuals. I am trying to utilize the children…
