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Conversations: Add ability to quickly tag a comment for follow up and filter to find only those for follow up
I'd like the option to tag a comment for future follow up, and have the ability to filter all comments for those needing follow up. We use Conversations in our team meeting to capture ideas, changes, or follow ups needed. Also, for comments added in between meetings, I like to peruse what users have added and flag what we…
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"WBS Helper Columns->" column
Does anybody know what the "WBS Helper Columns->" column does in the Project with Work Breakdown Schedule (WBS) template? Is it just a helper column where a function could reside, or does it have an "Off the Shelf" purpose?
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Streamlining Automation Requests/Form Options
My team is looking to use Smartsheet capabilities as we continue building an dashboard for tracking KPIs across various project initiatives. Each initiative has its own row in Smartsheet, and we've included the initiative owner in the corresponding column. Some initiative owners are listed for multiple initiatives. We're…
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Construction Phase Count Formula
I'm trying to count how many projects are in the construction phase each month using this formula: =COUNTIFS({Master Project List Range 1}, "2 - Construction", {Master Project List Range 2}, <=Month@row, {Master Project List Range 3}, >=Month@row) It works, but I want to make sure it's also counting projects that are…
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'Save as New' no longer an option
Hello 😁 I used to be able to duplicate a folder by right clicking it and selecting 'Save as New'. This is no longer an option. Is there a workaround I can use to duplicate a folder? Am I missing something?
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Reporting by month
Hello! I'm creating a reporting dashboard from a Smartsheet that tracks all incoming project types and I'm hoping to report a breakdown of the number of projects that are due each month. Is this possible with a particular formula? I'm coming up with a lot of errors. Thank you!
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Best way to visually separate different phases in a Smartsheet tracker?
Hi, I often build trackers for workstreams that move through a process or lifecycle. Where these involve distinct phases, I’d like a clearer way to visually separate each phase within the sheet. At the moment, I’m just using coloured columns/lines as section breaks, but it doesn’t feel particularly clean or optimised. Does…
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Report adding and removing sheets
I have a report that consists of 27 sheets. Shared sheets and report with 3 people. These 3 people do not have the ability to add or remove sheets in this report. Is that normal? I would like for them to remove sheets as they complete a project. Attaching an image - the selection option is grayed out for them.
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Critical path not showing in Gantt nor list view though dependencies are enabled
i have dependencies enabled in my project, all start/end/durations populated, and critical path button selected, but critical path is not showing in gantt view nor list view with critical path filter
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Smartsheet equivalent to a popup window or pivot table?
Is there anything like a pivot table in the smartsheet ecosystem? I am looking for a solution that is somewhat like a sheet reference, but perhaps saves the time of double entry? Case in point: those of you that use Concur travel or something similar, how do you organize the data and make it retrievable but also something…
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Can't find or add a user
Hi, for some reason user rhea.tarin@weststarbank.com is not on the user roles and reports or seat types and true-up lists. We tried to add her using both of her emails and it looks like she was an existing user, and we cannot add her back or find her. Would you please guide us on a solution. Thanks,
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Are there resources that can support with making custom dashboards?
I work in real estate and I want to build a custom dashboard/template to track where we are at with deals. The pre-made templates are all too specific and hard to use. I've created my own sheet/intake form but am looking for support on building the dashboard and how information is shown.
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Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…
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Merged: Gnatt will Have mUltiple Start and End Date
This discussion has been merged.
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Best Practice - How to introduce a new dashboard that will replace existing dashboards across multiple projects
History: Our PM's have redesigned a dashboard (status report) that replaces our current dashboard format used across all our projects. Problem: I need to figure out how to replace our current dashboard (and supporting Sheet) with minimal effort. We have a Template Library (Control Center users) so both the sheet &…
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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Skip WBS vs. Deleting Task
Is it best to Skip WBS or actually delete the task? Are there benefits to either?
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Use dependencies to set start and end dates independently
how can i use dependencies to help set both a tasks start AND end date independently (not using duration)? As an example, i would like row 3 start date to be row 2 start + 5 (I can get that by setting predecessor = 2SS+5), but I want row 3 end date to autopopulate with row 4 start date.
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Predecessors Drop down list like MS Project
It would be a tremendous help in creating and maintain project schedules having the dropdown like in Project for selecting Predecessors it is very time consuming to have to jump out or have a second screen open to fined what needs added. This would be a huge help in schedule creation and monitoring.
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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…