-
Update Requests, reminders, notifications
I'm wondering if there is a way to set up automatic update requests, reminders, and notifications to be sent on a reoccurring basis until a task has been marked as complete? I see where I can choose to have these emails sent daily, weekly, and so forth. But I don't see where I can tell Smartsheet to stop sending these if…
-
Manually Adding to Reports
I'm looking for a way to pull information from other sheets, while also being allowed to manually add data. The reason I'm doing this is to allow for staff to go to one place where we can share individuals goals, tasks and progress. Is there a way to do this? I have tried formulas, but I do not believe it updates when that…
-
Automatically marking something as complete when requirements are filled
Hello, I was wondering if someone would be able to help me with a problem that I have been struggling with. I would like to make it so that when a checkbox is checked, in another column, called status, that it would switch and say complete. The status column is a Dropbox, containing Completed, In-progress and Not started.…
-
Editing an email sent from a row
I was wondering if there is a way to have someone edit a field when you just send a row to someone. What I mean by this is would be the person receiving the email able to check completed or update a date from just the email rather than sending someone an update request?
-
Spreadsheet Filters vs Report Filters
I have a text column that has formulas and conditional formatting already added to it preventing me from changing the column type to a dropdown list. It is spread across several years of spreadsheets making a larger conversion to a list time consuming. I have a request for Report Filters to have the drop down list similar…
-
In excel you can have multiple worksheets in one document. How does this work in smartsheet?
In excel you can set up multiple tabs or worksheets in one document. How can I best do this using smartsheet? Any tips? I have a excel sheet from finance using multiple worksheets and staff names, project codes and formulas for high level tracking of time against multiple strands of work. I would like them to use…
-
produce a report.
Hello, ive been asked if we can produce a report with the percentage done column like the illustration shown below?
-
Modified Date and Conditional Formatting/Alerts
I have hit a problem that Smartsheet can't seem to deal with. My goal is to create a sheet that runs conditional formatting based on the differential between 'Modified date' and a TODAY equation. Firstly I tried to create a TODAY based formula in the conditional formatting tool. However, this acted as a figure once…
-
Automatically archive info to new sheet once hit limit .. ?
Hello there, Was hoping someone could have some insight on this. We are looking to see if smartsheets can be the platform for an operators log.. the features of the dashboard and filters to help ease searching ... But our issue is; the size constraints .. we probably would use 5000 lines in a few weeks and to manually…
-
Automated Alert & Action Issues
Hello I am trying to solve an issue with a system I have set up for Automated Alerts & Actions. See screenshots below. As you can see by screenshot 3, I have created a trigger column based on date surpassed; once that date is surpassed the cell will change from N to Y. The idea ultimately is when it changes to Y it…
