Hello. I will be working on building out a claims denial management work plan but was wondering if one already existed within the abundance of templates?
We are looking for a Smartsheet freelancer that can help develop additional reports and dashboards. Prefer local to Charlotte NC but open to telecommuting.
Is there a way to save a report as a template? Like, so all the columns & criteria stay, but can just choose a new sheet for it to look at? My team & I all need to print our sheets each week, and our manager wants them to all look the same & be uniform, which I thought the easiest way to handle would be to set up a report…
I found a dashboard chart on a SmartSheet template that I'm trying to duplicate. I've verified the data in the chart is the same between "My Chart" and the "Template Chart". I've verified the chart config is the same. What the chart shows is different and doesn't seem to reflect my data accurately. What am I missing?
Sorry if this has been asked and answered, but..... Is there a way to have all the sheets in a workspace (or by some other means) open simultaneously (think excel "workbook" with mutiple "worksheets").
Is there a way to make predecessors either/or? For example, I have my task on row 3 tied to tasks on rows 1 and 2. But in my project, both tasks 1 & 2 aren't required, they are an either/or kind of task. So I want my predecessors to be set up that task 3 will start when either task 1 OR 2 have been complete. Is there a way…
The New Smartsheet Navigation Experience is GREAT! The #1 feature I'm excited about is Browser Tabs and Direct Links. Being able to copy the URL straight from the browser. I spent a LOT of time as a champion and mentor explaining how to get the URL to share a specific sheet. I really believe this will enhance the new user…
Is there a way to copy or save a dashboard as a template. Instead of having to make new ones from scratch?
Interested to hear if anyone has setup a process in Smartsheet to track document review and approval. SOWs and Cost sheets need to be reviewed and approved by multiple people prior to being reviewed by the customer. I'd like to embed this process into an existing customer tracking smartsheet if I can but am undecided on…
I have an existing sheet that used from a template. It was imported from Project. There are currently no task names beside the bars in the Gantt chart. Is there a way to add the task name to show up to the right of the bars in the Gantt view?
