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Expand Project Row
Hello, I would like to know if you are able to expand a row into a dashboard view. For example, if one row shows a project I am working on, and I have included several notes.. is there a way I can blow it up into a quick view of all items of included in the row (notes, dates, etc.). I would like to show/send the project…
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Meeting agenda item reports
We're piloting the use of the template set including the past & future agenda item reports. The issue is the reports aren't pulling the correct data. I added a column to the meeting sheet that is the meeting date (function pulls it in date format from the parent row where the date is entered as text) so each child row is…
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PICK CHART and Smartsheet Template
A PICK Chart is a very effective Lean Six Sigma tool used to categorize process improvement ideas https://www.vertex42.com/ExcelTemplates/PICK-chart.html I am still a newbie using Smartsheet -- is there a template or can SS be created to match the example "Action Item List with PICK Ranking" shown in the above URL (near…
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Resource Assignment based on a Vlookup?
I am creating templates for repeatable "projects." I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role. Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the…
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Recommend a solution set?
Hello Community!! I am attempting to build a solution set for an internal training/learning organization who has to go build very complicated trainings for technical staff. Each agenda will contain modules.... Modules will house the table of contents for topics needing to be covered under each module. There could be a few…
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Create a Smart Form to update a row data
How do I create a form to update a data? For example, I want to just click the row line and a form will pop up so I can update it and save rather than scrolling the line item from left and right to fill in the blanks. Hope anyone could help. Thanks.
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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…
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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…
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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?
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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…