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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Automation template not working
I am trying to use the automation template in a work plan sheet, where when I change the project status column to "completed" the "% completed" changes to 100% on the row. I have even tried to reverse it, and say when % completed = 100% change project status to Completed. This seems like a very simple ask, and is a baked…
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Using Smartsheet for "Severity 1" project issue updates
Hello all: Brainstorming ideas here. Instead of sending multiple emails out to stakeholders throughout the day ('Reply all, Reply all, Reply all'), does anyone have any suggestions on how to use SS to update stakeholders regularly when there is a serious technical issue on a project? Keep in mind that I would only want the…
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Formula to calculate task completion by owner by referencing parent rows
Hello all, I am looking for some help with a formula. I'm super close to getting it but can't figure out the last piece. Goal: I have a sheet tracking task completion and want to calculate, month by month, the percentage of tasks completed for each person. Setup: Level 1 rows = person’s name (owner of tasks) Level 2 rows =…
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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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Why are we unable to resize anything within the Browse menu?
The Browse menu is really unwieldy and as someone who loves to have side by side windows, so much of this space is wasted because the menu is both unconfigurably and unresizeable. Is there anything we can do about this? I would love to be able to just close the "Workspace Shared To" menu (the share button is literally…
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Issue with unable to save a project template in the same folder
Hello Community, I am having a challenge in saving a project template in the same folder, when I am trying it to save as new it gets saved in the sheets and not in the same folder, even when I am trying to set the location it doesn't show options and also doesn't give any list when trying to browse, can any one help me.
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Protect Integration-Critical Columns and Rows While Still Letting Admins Add Content
In our organization, Smartsheet sheets are more than collaborative tools — they act as data sources for integrated applications, dashboards, and automation workflows. These integrations rely on specific columns, rows, and cell references remaining consistent over time. However, users with Admin rights can currently rename,…
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Why does the date default to 2025
I'm working on a Smartsheet for items that are in 2026 and I have some columns that are set to the date field formatted like 15-May-26. The issue is that when I enter the date like 15 May, normally I can hit enter and it would enter the year, but for some reason, it is still set on defaulting to 2025 as the year. Of course…
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Need formula to dynamically populate multiple rows from cross-sheet reference
I need to create a sheet that dynamically displays all projects assigned to me from another sheet called "Project Request Intake & Validation." Requirements: The sheet must update in real-time (if a project is removed from the source sheet, it should disappear from my sheet automatically) Each assigned project should…
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basic formula im sure, but Im new to this
I am trying to write a formula that says the if the end date is before today that it selects the "Late" option out of the drop down in Status. I got most of the way there but keep getting an error. HELP
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Timeline View: Center on Today with Options for Visible Date Range
Timeline view is great. It has become our new favorite. One drawback is that it currently opens with the blue line (indicating today's date) way off to the left. Most of our projects have been in play for some time, and we like to see full bars in the visual, from the Start Date to the End Date. To accomplish this, we are…
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How to Cascade Task List Updates Across Multiple Workshop Instnaces
We run workshops multiple times per year (e.g., quarterly). Each instance uses the same task list and are all on the same worksheet. If someone updates the list for one quarter (e.g., adds a new item to print) they have to manually update the list for every other quarter. Is there a way to cascade updates so that changes…
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Free Collaborator User Bulk Upload - exclude Premium Application
The concern is that Free Collaborators should not have access to premium applications. However, during bulk uploads, premium apps are still being added. There is an option to 'Edit User Properties in Bulk', Furthermore, removing premium apps through 'Edit User Properties in Bulk' is only possible after users accept their…
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Calculate percentage based on drop down response from one cell and value of another cell
I have a list of properties that I'm keeping track of. I have each building divided into suites (children) and each suite has a cell with its square footage. The total square footage rolls up to the building name. I also have a drop down column that shows if the suite is occupied or vacant. I need a to calculate the…
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How to calculate the % of complete activities under each parent row.
Hi! I'm fairly new to SmartSheets but have been trying a number of things that havent yet worked. I want to be able to show for each parent row, the number of child rows completed as a %. So for the parent row Process Overview there are 7 tasks and 6 tasks are complete so I want it to show as 90%. Can anyone help me?
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Multi-Print Functionality
Currently Smartsheet only allows for one sheet/dashboard/etc. to be viewed and printed at a time. This requires users who may want to print multiple sheets/dashboards as a single document to access each item individually, print to PDF, then consolidate each individual PDF into a single document, all as separate steps. This…
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Update Requests - New Row
I've set up an automated Update Request with the following fields, Date, Update (text field), Details, Start Date, and End Date. All I'm looking for is for colleagues to provide a weekly update on their projects with it's a simple Date and text update in the Update field or to include the Date (Start or end) fields. I want…
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NEW PM Porfolio Template questions
In the Project List, I would like to link a project update cell located in each Project Plan to a cell in the Project List. The project list only gives me the option to link a column. How can i link data to come into the Project List? I can link data out.. When I attempt to link by column, the target column in the project…
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Possibility to add a new row to provisioned projects through Control Center