-
Need to transfer file ownership - Smartsheet won't let me!
Hello, I created a draft version of a workspace, now I need to transfer it to a licensed user and I get: "You have exceeded the maximum number of emails that your account can send" How can I get this fixed???? Thanks Karen
-
Auto-Refreshing Sheets/Grids - to auto update formula cells.
I saw a post in the community at https://community.smartsheet.com/discussion/auto-refreshing-sheetsgrids which had a similar question. But no answer was provided and the last update (from another member) was in Dec. 2018. Again, no response or answer was provided. I have a sheet, with formulas, to calculate today's date,…
-
Updating an aggregation sheet/dashboard with weekly data
Hi all, I'm struggling to think of a way to aggregate data that changes weekly. I will try and describe as best as I can! We have a sheet that financial advisers fill in weekly (separate sheet for each adviser) to show various information as attached in the screenshot. The adviser updates this weekly every Friday, and adds…
-
Managing Multiple Audit Sheets
I'm working on setting up a management system for process audits, which are required in various departments on either a monthly or quarterly basis. Each sheet contains several rows of audit criteria and yields a single score on the top parent row showing plant, audit, date, and score. Since there are multiple plants,…
-
Best method to update a project sheet
Hello everyone! I'm a project coordinator at a company specialized in manufacturing and installing irrigation systems, we have over 50 projects going on at the same time. We're trying Smartsheet to check whether it suits our needs, we're looking for a way to let a user supervising the project to update the progress…
-
Move sheets created by others into my Workspace
We have multiple licensed users, each of which creates their own sheets. But we want to organize the sheets by project workspace, which I've created as the PMO Director. Why can't the sheet owner or I move the sheets into the workspace created by me? If we can, please explain how. I'm at a loss. Thanks
-
Finding Duplicates
Hello, I have several sheets. One every month with at least 2000 rows per month. I import the information from an outside source via Excel. Long story short, there is a high probably ability of getting duplicate information from the outside source. Once imported from Excel into Smartsheet is there a way to fnd & delete…
-
Read receipt
Good Morning, Is there a way that if I @someone on my smartsheet and it sends them an email that I can be notified when they click the link and look at the smartsheet?
-
Limiting what customers can and cannot see for projects
We use smartsheets to run our customer projects. The approach we have used to date is to create a workspace for each customer, with the necessary sheets - all from a template. This works really well, as the customers need to review and contribute to several of the sheets that we use, and the workspace sharing feature lets…
-
Milestone Tracking Report - Numerous projects
Hi all I'm trying to create a status report which would roll up project tasks and their progress into an easily view-able report and/or widget The data will be across multiple sheets and I'm trying to find a way to trigger both active, complete and in progress data sets so that I can target the relevant stages inside of…