Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
October 28, 2025 Users can now reorganize Smartsheet items in Workspaces quickly by dragging items between Workspaces folders and subfolders. Drag-and-Drop movements will simplify how users organize Smartsheet items between folders quickly and with ease. Environment Availability: All Plan Availability: All Subscription…
Two part request -Allow Browse view to be set as a default - when moving items or work between workspaces you have to be in browse, but everytime you open an item, the Workspace view it triggered which does not allow moving items. Additionally changing to Browser view takes you to the top of a Workspace rather than to the…
October 15, 2025 Users will now know which plan their workspaces belong to with a new plan identification chip located at the top of the Workspace panel. Learn More Environment Availability: Commercial US, Commercial EU, Commercial AU Plan Availability: All Subscription Model Availability: Legacy and USM Stay informed by…
Hi, I was creating new dashboard and thought it'll be so nice to have easy drag and drop Report widget capability from Workspace Panel since I always group set of reports under one folder (for ease of finding them what goes on the dashboard). I think this would be great time saver especially if you have similar name…
I often have to grab Folder URL when I'm working on projects. (It helps to not grab each reports/sheets URLs when I have lots to reference to several reports/sheets. Since we have so many, I usually try to locate the sheet/report to find out where they exists, then I have to back track where they are in "Browse" mode. If I…
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