-
Scheduling an Update Reminder like an Alert
This is a test sheet (screenshot attached). I am trying to set up a method to where an Update Request is automatically emailed to the sales rep 3 days after the trigger date (Bid Date). This functionality is in the Alert Module, but in the Update Request you have to manually set a date each and every time; keep in mind I…
-
Kanban: Delete Columns / Edit Column Values
Can you delete some of the default fields in a Kanban if you are hoping to use it in a nontraditional way (e.g. assigned, size, etc.) Addendum: not finding how to delete any fields actually, even those manually created. Addendum #2: not finding any way to update column values after they've been created. I'm striking out!
-
Help wanted
We re looking for a subcontractor to assist in design and implementation of construction scheduling, task management, and resource allocation for a small construction company. Presently, working with Microsoft Project and need to revamp our solution with Smartsheet to be more detailed, efficient, and useable.
-
Multi-Sheet & Few Clicks
I have an assessment sheet where 2 different rating columns are linked to the rating key at the top of the column. Would it be possible have the Rating Key Sheets linked or formulated so that when a rating is selected on the key, it'll enter it into the cell on the Assessment sheet? Does anyone have any suggestions / best…
-
Change Start Dates from a Template
If I have a 30 Day project Template saved and it's start date is 1/1/17, is there a way to easily change the start date on new sheets I create? Essentially, I would like to create a new sheet that would start on, for example, 3/3/17. Everything from the template would be moved over exactly, except the first item would now…
-
Duplicating projects with cell linking
We set up our each project with individual department sheets that link to other department sheets. The issue we have is each new project, we replicate the prior project, but have to redo all cell links. What I'd like to be able to do is set up a template project that can be in total so that all the new sheets link to each…
-
Change Column Name in Multiple Sheets
Is there a method to change column names in multiple sheets? (I'm aware of the impact on reports that include those sheets.) It is very labor-intensive to change the column names in multiple sheets, but that is how we work in the real world. Change, change, change. I've already updated the template, but wow what a pain to…
-
speed of sheet
I solved it never mind. Thanks if anyone was looking at this. I have a sheet that is moving very slowly, in fact the entire page doesn't seem to work when I have the sheet open. It is less than 30 columns and 100 rows, however it has many lookups and column references due to the nature of what I am trying to do. below is a…
-
One Sheet with Many Projects vs. Many sheets with One Project?
We're new to Smartsheet and our web and content team are going to have multiple tasks that are going to be repeated again and again. We're going to create a checklist of steps for each one, for example, steps for creating an e-book. Since we're going to be creating lots and lots of e-books, should we create a new sheet…
-
Stakeholder Management template
Hi there, I found some Stakeholder templates I'd like to use: https://www.smartsheet.com/free-stakeholder-analysis-templates When I click download the free template - it downloads an Excel file. In the file it has a button "Click here to create [template name] templates in SmartSheet". All it does is open SmartSheet. No…
