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Creating forms
I would like to know if it's possible to create a form template associated with a Smartsheet. The purpose of this form would be to collect requirements for a request that a client enters into a Smartsheet. The client would access template, complete the fields, save it, and then attach it to a specific line item in the…
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Product Development Testing Template Set
I've reached out to our account manager and also sent a request via the web form, but have not heard back from anyone. What I've been looking for is the "Template Set" for the Product Testing solution (Test Plan, Test Log, Bug Tracking & Submission and Bug Report). I've reviewed it "Create New -> Browse Templates" but…
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Do not want Cells with "N/A" figured in my formula
=SUM(CHILDREN()) / (COUNT(CHILDREN()) + COUNTIF(CHILDREN(), "")) I am using the above formula for percent complete in my project plan as seen by my picture. My question is when certain parts of the project have not been started yet how do you exclude the cell with the "N/A" value in it from being calculated?
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Full year calendar - accounting month/quarter end
Hi All! I am at a loss at how to even start this design. I have approximately 15 tasks that occur every month on the same BUSINESS day I have another 5 tasks that occur on the same business day every quarter. I would like to see this in a calendar view Any suggestions on how to build this? ie: Formula for the 'due date'…
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Rostering for Global Customer Support
Hi, I have been asked to create a roster that covers customer support across different time zones and shows who is available (human resources), who is on leave, time, names of the support person and who is on call. Also, includes our contractual obligations with customers in an easy display view to the eye. Do you think…
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Templates for Architecture Projects
Are there any templates available for architectural design project? I know there are several construction templates but I am more interested in architecture / design specific and the workflows related to the specific processes.
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Creating a PMO functionality
I have just been assigned the task of setting up the Project Management Office in my company. For now I need two things, firstly a project tracker for tracking and monitoring individual projects and then a master portfolio tracker where all the info that's updated in the individual trackers feed into. This master tracker…
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Set default text for a given cell
I am creating a template and would like certain cells to give an example or show what type of information should be entered. The default text should be in that cell always unless other text is entered in. If the newly entered text is deleted, the default text would show up again. In doing some research, this type of field…
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Can Smartsheet get data from custom HTML forms on a website?
Hello, If I'm building a website, can I create a custom HTML form and get the data into Smartsheet somehow? Smartsheet's native forms don't have the capabilities that I need (conditional logic) and I would like to make my forms a bit prettier. Thanks in advance!
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Status Report based on certain conditions, i.e. dates, status etc
Hi Smartsheet community, I'm trying to come up with a status report to display information on what has been done in our projects between certain dates. I would really appreciate your expertise and help!!! For example: Project A Status Report for the period 04/Nov/19 - 17/Nov/19 What I want to show is: 1. Completed…
