I'm new to smartsheets. I've set up a work tracking sheet with a number of status conditions. I'd like to create a view for folks to use - maybe a dashboard? Let them check the status of their requests, show a pie chart representing the total number of requests in each status, average time to completion, etc. Any ideas…
I have an existing sheet with a lot of information in it. I would like to create a template to populate based of the information in my existing sheet. Then I would like to be able to print or export the information to create a router or switch configuration template. Sounds easy enough but have never done this and would to…
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
I needed a better platform to describe what I want: See it there: http://ronin-global.com/2018/08/01/smartsheet-enhancement-requests-for-templates/ Comment here. Thanks. Craig
If you create a template in Smartsheet, does that template have any type of document control, history, or revision numbering assigned to it? We need to keep control of revisions to the templates and would like to know the best practice for this in Smartsheet. Thanks
We have to archive (over several years) and be able to search our meeting minutes for accreditation purposes. I can use the Meeting agenda sheet (Meeting Management set) for both agenda and minutes. How can I save the July agenda/minutes and create a new agenda/minutes sheet for the August meeting? Should I create a…
I'd like to establish a row that holds our release schedule. Every three weeks I'd like some visual marker that indicates that we've got a new release. That seems possible in Smartsheets, but establishing a cadence of milestones seems to require individual rows for each release. Is there a way to place markers without…
I've figured out how to automoatically share sheets and templates to multiple people with workspaces. Is there a way to build a template so that every time I create a sheet from the template it will also have the same notifications built in as well?
Hi, I recently realized that Smartsheet has a major flaw in rolling up % Completion. In Smartsheet %complete for a Parent is calculated as a weighted average of %completion of the immediate children times the duration of the Parent. For example in the following Project, the overall % complete shows 50% where the correct %…
Is there a way to create a hyperlink on a form that then leads to a Create as New menu so that people can easily create copies of an existing folder?
