-
Timeline view is now available in AU!
September 29, 2025 Timeline view is now available for customers in the Smartsheet AU environment. This new view empowers teams to visualize tasks along a timeline and manage date-based work in real time, helping them instantly see the big picture and adjust details with ease. Learn more Environments availability:…
-
Best Practice Inquiry
Good morning, We have an expense report that I pull from our system 2 times a month and put into Smartsheet. I have about 100 Department IDs I share it to split between different 10 bureaus and 4 centers. I am trying to find a good way of splitting up the information. Currently I have 10 grids for the different bureaus…
-
IF AND OR not working properly, last IF not triggering anything
Please help me figure out why this is not working: =IF([% Complete]@row = 1, "Completed", IF(AND([Start Date]@row <= TODAY(60), [% Complete]@row = 0), "Not Started", IF(AND(NOT(ISBLANK([Start Date]@row )), NOT(ISBLANK([% Complete]@row ))), "In Progress", IF(AND([Start Date]@row >= TODAY(61), [% Complete]@row = 0),…
-
How have you secured buy-in from other departments (business, sales, etc) to use Smartsheet?
Hello! Any tips and tricks to encourage the other departments (outside of Project Management/PPM) to use Smartsheet?
-
Parent/ Grandparent Cell Value
Hello- I am looking for a way to make every row return the same value as the highest level of its hierarchy (usually just children and grandchildren). I want it to report the top row in a column. In this example, I want all of these rows to return the value "Top Line" in a column.
-
Hello
This is the third company I have used Smartsheet at. I am currently templatizing project plans for rollup reporting with additional form for UAT. Automated notifications is one of my all-time favorite features.
-
Add "Links" to row action indicator column
With so many organizations using Sharepoint, Teams, etc. now, it would helpful to have a dedicated spot to include Links to documents/files just as Smartsheet has made available the Attachments window to attach documents to sheets (even if it is to just document the link existence versus a "click to go to" feature).
-
Editing rows using forms or some other android UI
I'm a freelancer, and I want to use smartsheet to schedule jobs and do basic accounting. I have a 'new job' form to create a row with customer and job info. I need a way to then add more data to that same row later, once the job is completed (total price, material cost, etc). Is there a way to do this with a…
-
Automate when cell has contact added to remove all Pending Update Request for that row
When a form is filled out, and a row is added to my sheet, I have automation send to 3 recipients to update the "Owner" field. I want that Update Request to clear for all users and the whole row when an Owner/Contact has been added either through the button it sends/updates with or if anyone goes in and updates the…
-
Best Practices for Scalable Sheet Templates in Exec-Level Project Portfolio Reporting
Hi Community, I'm working on building Smartsheet templates that will support executive-level reporting across our project portfolio, and I’d love to hear your best practices and lessons learned. Specifically, I’m trying to design templates that are scalable, easy to maintain, and dashboard-friendly. Here are a few…
-
Project Cutover Planning
I have been working to transition my Excel based cutover plan to Smartsheet. I have read the posts about the challenges with Date and Time and having the ability to calculate duration with these challenges. Has anyone identified a truly viable option to track tasks at the minute, hour and day level for both child and…
-
Creating a KPI Metric for a specific Project dashboard then up in the Portfolio Dashboard
I'm trying to create a KPI for Client attended meetings. We have 32 weekly meetings and a sheet with a Yes or No for Client attendance. I created a sheet but want to add a widget in the Project Dashboard then take that up into the Portfolio Dashboard. I would like both to be a colored percentage pie chart for Yes and No on…
-
日別タスクの集計方法について
martsheetでEVMを実現したいと考えています。 しかし、各タスクの日ごとの稼働実績の集計方法に悩んでいます。 現状は通常のWBS方式でタスクを管理しています。タスクごとに「開始日・終了日・計画工数」を持たせ、稼働したタスクごとに実績工数を日ごとに入力したいと考えています。 ■やりたいこと ・各タスクの稼働実績を集計したい・さらに日ごとの合計（全タスク合計）を出したい ■イメージ 【入力（縦持ち）】 日付 | タスク | 工数 10/1 | タスク① | 5.5 10/1 | タスク② | 6.0 10/2 | タスク① | 6.0 10/2 | タスク② | 3.0 【出力（集計結果）】 日付 | タスク① | タスク② | 合計…
-
How to delay the execution of a workflow whose trigger occurred much earlier?
I have a workflow that detects a row(date) that is changing its Fiscal Week Finish Date and send this row to other Sheet. Long story short: I collect delayed tasks in separate file & I tag reasons for delay for these tasks. It happens that plan are analyzed 2-3 hours and dates are being changed several times. I would like…
-
How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
-
Edit Intake Form
Hello, During my Intake process I have a number of fields that allow "TBD". After Control Center creates a project I have a need to later address those "TBD" fields. I can go into the sheet and make the changes, but I'd like for the project manager or team manager to be able to make the changes. The data will then cascade…
-
Export Cell and Row History
It would be great to be able to export the activity log for a single row or a single cell. Right now, the export of the activity log does not allow for easy filtering to a single row or a single cell within a sheet, and is limited to 90 days at a time. We document our project portfolio with each project as a single row, so…
-
Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
-
Smartsheet access
A collogue of mine had been using Smartsheet and is no longer with the Org. Im the administrator and can't find where the timelines and Gaant charts are. Is there someone at Smartsheet who could help me?
-
Multi-Project Gantt Chart with 1 Swimlane Per Project
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
-
Automatically Updated Reports
Reports linked better-essentially when you link a report to a folder have it update the report automatically when more items are added to the folder. If that is how it's supposed to work, the link in the folder breaks constantly for me. When you go to pull in sheets to a report that already exists, the folder and or sheets…