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Automate archiving of completed tasks
I've copied a sheet of "Current Tasks" so that I can use the copy to archive my "Completed Tasks," otherwise they just fill up my task sheet. I notice that there's a feature for linking cells, but I'm trying to figure out if it's possible to have the rows marked as "Completed" automatically copied to the "Completed Tasks"…
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Encouragement!
Good morning, I sent an update request to one of our producers and only included the applicable fields for her to know what needed done. She clicked on the "Open Update Form" button and was quite pleased with it. I also appreciate that Smartsheet then auto-sends a message letting me know what she added/changed. Then she…
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Request for Smartsheet: consistent use of terms
I am creating an online course for Smartsheet and notice again (an many times before) that the use of Notification/alerts/reminders is very confusing in the helpfiles and the interrface. I understand what you mean but would it not be better to just use the terms in a clear and consistent manner in helpfiles/videos and…
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Status Order Tracking (similar to the Dominoes Pizza Tracker)
Was wondering if its possible to create an online sheet for my clients to be able to get Status updates? Ideally I would want them to go to an online sheet and put in their Invoice number and it will tell where their job is at (With Designer, Proof Sent, At the printer, Completed etc.) Does anyone know if this is possible?…
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Community Examples
There are a lot of communtiy examples that are generated and published. They are hard to find afterwards. Could there be a sandbox built that holds all these? Many of these aren't as fleshed out as a template, but have one or two usefule formulas that solve a particular problem. Thanks, Brett
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Updating projects when parent & child rows are involved
Hi, I have built a large projects register for my organisation which uses parent rows to express the Project Name, and children rows for each Stage of that project. So for example Row 1 would be "Park Upgrade". Row 2 would be "Initiation/Planning". Row 3 would be "Design/Development" etc. Also on the each children row, I…
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Time zone for recurring emails from S/S
What time zone are emails sent if I setup email as an attachment for a report within Smartsheet? It offers to select a time that the email is sent, but I'm unclear if it's sent at my local time zone, or based on some other time zone (Pacific?)
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I would like to send my sheet to users for viewing purposes and only want them to have the ability t
I'm sharing my sheets w/ external vendors and want them to view all the data but only update their comments (1 specific column). 1) The update request does not allow the abiity to change some fields from edit to view only. 2) The update report is ok but does it send a request to the spreadsheet owner? So far i'm not…
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Trying to create a fancy email with status reports from multiple teams
I'm trying to go a bit above and beyond, using SmartSheets to track the status of multiple projects across multiple teams. Currently, we have links to multiple sheets (one for each team) and they manually go in, add a new column per week, and fill it in with a bunch of text explaining the status of that project this week.…
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Making % Complete Column Accurately Reflect Work Done
Hello, I am looking for a way to make the % complete on my parent rows reflect only work that takes effort, rather than processes that are just elapsed time. For background, my group uses smartsheet for project management purposes, but we also use it for billing. Our parent rows in our project sheets are all billing…
