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Managing @Mentions
I developed a comprehensive End-to-End Testing platform using Smartsheet. After my client completed their initial 4-week testing cycle, we held a feedback session. One key area they highlighted for improvement was managing the volume of @mentions using conversations they were receiving . They found it challenging to keep…
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Automation to Move cells without individual logic
Hi Smartsheet Community, I’m looking for assistance with optimizing our workflow for our project intake process. Here’s our current setup: All project requests come in via a single intake form. They populate into our Prioritization Tracker Rows are triaged as Declined (move to Declined sheet), Backlog (move to Backlog…
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Prioritization Best Practices
We are looking to implement a more quantitative, objective prioritization method for our project portfolio. What are some of the best ways to set this up in Smartsheet? If you include on your intake form, how do you count on those submitting to be objective?
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What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…
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How to go about custom landing page? or pin an intake form ?
Hello, We primarily use Smartsheet for project management. We have an intake form for PMs that triggers automations and populates a project template. I’m trying to figure out how to set up a customized default landing page (not the one-time welcome window). I was able to add branding to the home page, but I haven’t been…
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K-12 Education
Hello everyone, my name is Alan Miller and I am an Executive Assistant working in K-12 education in Grand Junction, Colorado. I would just like to introduce myself and share some of the uses of Smartsheet that I use within my industry. I have been using Smartsheet for 4 years now and just returned from my second time at…
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Best Practices for IT Portfolio Management
Hello Smartsheet Community, I'm brand new to the Smartsheet community and I wanted to get the community's thoughts on best practices on using Smartsheet for IT Portfolio Management. We are planning to utilize Smartsheet in the following ways and have done some work creating a proof of concept: - IT Project Intake Form -…
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Automatically move records to different sections based on their status in my Project Intake sheet
I’m trying to build a workflow to organize projects in my Project Intake sheet based on their status. In the sheet, I have several sections: Active Completed Archived Test Projects Cancelled Each section corresponds to a specific Project Status. I’d like the workflow to automatically move a project record to the…
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Smartsheet Support Issue
I'm currently having issues with my Smartsheet environment. I pay $72/mo for 3 licenses when I only need one, yet when I have issues my support ticket has remained open for 2 weeks without being assigned. I've looked for help within the community, however when I posted my question a simple response by a random user marked…
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Contact List Type Time Outs
Has anyone been experiencing any difficulty when you add a Contact Column type and try to add names? Seems to be happening on all my Smartsheets instances. Two separate accounts on two separate machines, only on the contact column when I try searching for names. Basically when I go to add a name for the drop down this is a…
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construction cost estimate for installations
Can someone help me and give me an idea on how to create a cost estimate for installations, with a total for each chapter by groups, subgroups and types of work, but at the bottom of each chapter. https://us.v-cdn.net/6031209/uploads/0OSH46KSC2LH/cost-estimate.xlsx Thanks
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help with auto numbering my projects that have children and grandchildren
I want to assign project numbers to the main project, and then append that project number with .(letter) for the Subprojects, with Tasks still being assigned to the main project number, with the letter of the Subproject, and adding more hierarchy, such as I'd like the task to read 40.c.1, or something similar that…
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Burndown Chart
Hi Everyone, I have a question about how to drive a burndown report in a Project summary: I've built a burndown sheet that contains the Application Name, Baseline Finish, and Actual Finish dates. (Those three columns are linked to other project schedule sheets.) I've also built a Cutover Date column that lists every…
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Resource Allocation and Output Tracking in RM
Good day, We recently encountered a situation on our manufacturing floor where a bottleneck in one area was impacting downstream processes. To address this, we explored options for reallocating cross-trained employees across the facility. Each workstation produces a fixed volume of product based on the number of operators…
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Operations Intake, portfolio & capacity management
I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members. What are the best practices or…
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How to explain Smartsheet?!
Please check this video it can help you to position Smartsheet in your company all credits to . Cicero. The video is generated with GoogleNotebook its awesome i think. We explore why thousands of organizations trust Smartsheet to manage work smarter, not harder. 💡 Key Takeaways: Smartsheet goes beyond spreadsheets it…
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Embedding
The embedding widget currently does not work with all content, improving this can drive more users to smartsheet and its functional ease of use, also having an output similar to microsoft project will encourage more AGILE users, the Gantt chart view is a plus but having the resources sheet and project progresses option…
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Which template to choose?
My small civil engineering company is brand new to Smartsheet. I will be overseeing about 70+ projects spread out over 8 engineers in the company. I want to track the status of each project, and add milestones/tasks to each one along the way. Each project also has its own budget. I want to be able to track each project &…
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Need Help Transforming an Excel Checklist into a Smartsheet Form
Hello Smartsheets Community, I need some help in taking the attached Excel Checklist and turning it into a form. The checklist is broken out by category and then by "need" and "want." What is the best way that I can layout this checklist into a Smartsheets form? Any help / ideas would be greatly appreciate it!…
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Weekly Email Automation
Hi there! I am trying to set up 2 weekly automatic emails. I have 57 active projects, each have there own project plan in sheets. I have a RAID log report containing all 57 projects that I have turned into a dynamic view. I want to notify the individual that has something on this log but not the whole team every Monday and…