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Help setting up inventory tracking
Im using inventory template. Need a little help setting it up. We receive shipments of doors that we temporarily store in our warehouse. The doors go right back out to job sites, based on installation days. Here's are the processes I would like to design 1. receive shipments. check off that all doors are accounted for. 2.…
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Quickest way to create a new sheet from a template?
I can't remember exactly how I used to do it but I'm sure the old style smartsheet was easier than trying to do it now. We hadn't been using it long before the change. The process I'm currently using feels extremely cumbersome. Please tell me what you've found to be the quickest/easiest way to create a new sheet from a…
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Publish a shared google Calendar in a sight
Hi there, I've imported our team google calendar into a smartsheet no problem, and I can see all the entries, however when I try to present this in a sight the calendar grid is displayed without any entries. I've 'published' the source sheet with the calendar import, and both the source sheet and sight are shared with all…
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Supplier Management - Template
Hi, I cannot find a pre existing template in smartsheet templates Do any smartsheet users have an existing template on their smartsheet account for Supplier/Vendor Performance or Evaluation, preferably with pre defined criteria, and pre formatted score chart and graphs? If so, are you happy to share this template? Thanks
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Create from Template can only save in "Sheets"
I have created a template that we use for creating new sheets. The template is in a workspace where new sheets that are created should be saved to (within sub-folders within the workspace). I have a licensed user who is also an admin and when they create a new sheet from the template and hit "Browse to locate where the new…
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Importing Task Hierarchy from CSV file
We are looking to establish a daily import of our project portfolio into SS via a CSV file. When I look at the task import schema, I cannot see a way for SS to identify the parent and child relationships between the tasks. This means we cannot import nested tasks and the task hierarchy. Do you know if there is a field and…
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How to configure a project assignment and the assignment date and show the rest of the fields diseab
I have a problem. When Smartsheet sends the form on request to an area. I need to know if after receiving a project from a form, to be able to assign a resource and the date of assignment I can only do it from an update? or there are other ways of being able to assign people and date of assignment, automatically without…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Can't find forms as columns
This is my first day starting with SmartSheet so forgive me if this question is embarrassingly simple but I can't seem to find a video or an article anywhere which explains this. I selected a project management template and dowloaded the PDF instructions. One of the first things it asked me to do was to edit the form…
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Sales Pipeline Template
Hi I downloaded this template, it consists of 3 sheets, Dashboard, Report and Sales Pipeline. The instruction PDF seems to indicate that the Sales Opportunity form, created within the Sales Pipeline sheet, is the method for getting Opportunities in to the Sales Pipeline. Extract from ODF The Sales Opportunity form is how…