-
Stakeholder Mapping
I am looking to use smartsheet to set up stakeholder mappings and communication plans, etc. I found there are a few templates for stakeholder map, stakeholder analysis, stakeholder management, etc. Has anyone used these? Any best practices to share? What did you use for your key column (we will have mulitple stakeholders…
-
Looking for a template option
Hello - I currently work with a spreadsheet that has multiple TABS - I am looking to move that spreadsheet over to Smartsheets and I was hoping someone could offer a template I could use. I have 6 different TABs - each tab has about 30 columns and 20 rows. (It is a multi-layered event planning checklist of sorts) Any help…
-
Using Hierarchy Formulas & Conditional Formatting to Color Code Rows in a Sheet
I’m always interested to hear if someone else has figured out a better way to do something, so feedback is welcome and appreciated! (: Example Sheet: Hierarchy Formulas & Conditional Formatting I like to use colors to help guide me through a sheet and I have settled on a process that works for me. *See Picture* Minimum…
-
Favorite Smartsheet formatting tricks!
One of my favorite formatting tricks is the disapearing checkbox. This trick allows your header rows to look clean (without blank checkboxes). Check it out: https://www.smartsheet.com/blog/support-tip-formatting-tricks What's your favorite formatting trick?
-
Updating an aggregation sheet/dashboard with weekly data
Hi all, I'm struggling to think of a way to aggregate data that changes weekly. I will try and describe as best as I can! We have a sheet that financial advisers fill in weekly (separate sheet for each adviser) to show various information as attached in the screenshot. The adviser updates this weekly every Friday, and adds…
-
Is there a formula that will help me to determine if a task has any dependencies (IE: the opposite o
I work on some pretty complex projects and the templates we use have hundreds of tasks that are linked together using the predecessor column. Each project is slightly different and we usually need to delete certain tasks to refine the template into a new project plan. It can be a pretty big pain to delete some of the tasks…
-
Automated export and Automatic upload
Each time a row is added (which is requiring an approval) i need the sheet to export the new data, to either an excel spreadsheet or google doc and upload to a secure site. The other option would be to do this based on frequency like nightly, but I guess the real question for me, and yes I am both new and green here, can…
-
Automation, Reports and Projects
Hello, I'm trying to find a way to automate my Reports. I want to create a Report that uses an entire folder under Data. So that when I add a new sheet to that Folder the Report automatically updates and I don't have to modify the Report after every new sheet. Another automation I would like to do is create a site…
-
Can I Auto Assign Tasks to Myself?
When creating a new task can I have it automatically assign it to myself?
-
Freeze row or rows at top of sheet or column info mouse-over
Since the column header are fairly limited in max length, it would be nice to be able to add some info on the column purpose to either a row that has been frozen (does not scroll with rest of sheet), or to a mouse over field. Is there any plans for such a feature. Kind of surprised it isn't already in place. Maybe I am…
