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Program Toolkit: How to rename program through control panel & Keep existing cell links.
I have several program folders with smartsheet templates connected to a blueprint, managed by Control Center. My question is this; How do I change the program name of a folder and its sheets while retaining all existing cell links? Additionally these programs roll up into other sheets for reporting and dashboards, These…
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Several Master Sheets vs Just One
Hi Smartsheet community, I would kindly ask for your best practices/recommendations to handle the following situation in a large company where we are using the PMO Template for managing IT Projects. When we built the solution, we started with two main files: DataSource → List of demands and details, sourced from our…
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Organizing lots of Smartsheet
Howdy, I work on a large-ish team (70+ members) where only a 4 of us have Smartsheet licenses; we have developed a lot of tools and sheets using the Smartsheet platform, but because the majority of our team doesn't have the ability to create folders or organize files they are ending up with a long list of lists. We were…
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Best Practices on Managing Changes to Smartsheet Items
Hi all, My organization uses smartsheet to manage our projects and we're are currently running dozens of projects out of it. We use standard templates we built for our projects that include: sheets, reports, and dashboards. Every time a new project starts up we make copies of those templates and tailor it to the project.…
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Difference between managed and unmanaged resource in Resource management
Hello everyone, I’ve recently started to use Resource management in Smartshet and I’m still learning how to fully take advantage of its functionalities. I have a few questions, because som things are bit unclear for me and I hope that community can help me. I understand that there are three types of users in resource…
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Help Article updates May 2025
Hello Community, We’ve published the following new content: Column links overview Create column links Manage column links Dynamic View best practices To view the entire catalog of help articles, visit the Help and Learning Center. Were the articles helpful? Let us know by providing feedback for each article.
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Chart widget with AI - Static or Dynamic?
Curious if anyone has had luck with creating charts using AI and adding them to their dashboard and the chart updates when refreshed with data changes in their sheets?
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What would be the most effective way to add annotative data to a grid view?
Hi all, long time listener and first-time caller, I was unable to physically select the "best practices" category, so this goes here. I work for a home builder, and we have a specification grid we utilize in multiple divisions that are placed around the country. The "spec grid" is organized into each division having their…
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March 2025 - Help Article Updates - Control Center Best Practices
Hello Community, Check out Control Center Best Practices, a new resource to help you build scalable solutions in Control Center. Some topics include: Programs vs blueprints Design your intake sheet Dynamic Report Scope To view the entire catalog of help articles, visit the Help and Learning Center. Were the articles…
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Best Practice: Intake Sheet & Secondary Sheet when 2-way sync is needed
We're working on a solution for a department that is similar to Uber without the bells and whistles. A call comes in when there's bad weather, a city employee "aka Dispatcher" looks to see who is available in our list of drivers and assigns them to pick the employee up. I think my question is pretty simple? I'm having…
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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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Best Template for Task
If my goal is to handle the overall progress of a number of projects, which template would be best to start with? It will be for the whole lifecycle - from application, setting meetings, follow up paperwork filled out and submitted, check ups, and request for final research results. It'll likely be laid out in a sequential…
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Citation du jour sur le tableau de bord
Nous aimerions présenter une solution pour savoir comment créer un widget ¨Citation du jour¨ sur le tableau de bord. Tout d'abord, un grand merci à @jmyzk_cloudsmart_jp pour avoir créé cette solution au début du mois. Vous pouvez trouver le fil de discussion original ici. Étape 1 : Configurer la feuille de données Créer…
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Citazione del giorno su Pannello di controllo
Desideriamo presentare una soluzione per creare un widget per il pannello di controllo "Citazioni del giorno". Prima di tutto, un grande applauso a @jmyzk_cloudsmart_jp per aver creato questa soluzione all'inizio del mese. Può trovare il thread originale qui. Passo 1: impostare il foglio dati Crei un nuovo foglio chiamato…
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Cotação do dia no Painel
Gostaríamos de apresentar a você uma solução para a criação de um widget no painel: o ¨Quote of the Day¨. Antes de mais nada, um grande agradecimento a @jmyzk_cloudsmart_jp por criar essa solução no início deste mês. Você poderá encontrar o tópico original aqui. Etapa 1: Configurar a planilha de dados Crie uma nova…
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Scheduling automatic reminders for vérification revie
Salve community, vorremmo presentarvi un'ottima soluzione creata da uno dei nostri membri @Neil Egsgard. Grazie Neil, per il suo eccellente contributo alla community. Ecco un modo per creare promemoria per i revisori di bozze. Questa soluzione sarebbe: Inviare un promemoria 5 giorni dopo l'invito iniziale, se nessuno ha…
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Programmation de rappels automatiques pour la vérification
Bonjour à la communauté, nous aimerions vous présenter une excellente solution créée par l'un de nos membres @Neil Egsgard. Merci Neil, pour ton excellente contribution à la communauté. Voici un moyen de créer des rappels pour les réviseurs de vérification . Cette solution te permettra : Envoie un rappel 5 jours après…
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Agendamento de lembretes automáticos para revisores do comprovante
Olá comunidade, gostaríamos de apresentar a vocês uma excelente solução criada por um de nossos membros @Neil Egsgard. Obrigado, Neil, por sua excelente contribuição para a comunidade. Aqui está uma maneira de criar lembretes para os revisores dos comprovantes. Essa solução irá: Enviar um lembrete 5 dias após o convite…
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Conseils pour écrire des commentaires dans Smartsheet.
À quelle fréquence utilisez-vous la fonction de commentaires dans vos feuilles, rapports et espaces de travail Smartsheet ? Nous aimerions vous donner quelques conseils pour écrire des commentaires pour une communication efficace. La fonction de commentaires se trouve dans le panneau de conversation, à gauche de votre…
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Suggerimenti per l'utilizzo dei commenti in Smartsheet.
Quanto spesso utilizza la funzione commenti all'interno dei suoi fogli, rapporti e spazi di lavoro Smartsheet? Vorremmo mostrarle alcuni suggerimenti per utilizzare i commenti per una comunicazione efficace. La funzione commenti si trova nel pannello di conversazione, sul lato sinistro del foglio. Per aggiungere un…