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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
Speedometer Chart: Core Product
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…

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Recent Discussions

Feature request: Portfolio roadmap view
Summary Introduce a new roadmap visualisation within Smartsheet that allows multiple tasks or phases belonging to the same project to be displayed on a single row. This would provide a true portfolio-level roadmap view similar to those available in dedicated roadmap products, whilst retaining Smartsheet as the system of…
Timeline View on Reports - Display Settings Enhancements
It would be great to have options on how to display items in a Timeline View in a Report. The options are very limited currently. The main options I am looking for are being able to show and timeline in a single row or only showing a single task per row. I would also like the ability to toggle on/off the dependency lines…
Adding New Items to Timeline Inherit Group Value
It would be super helpful on the timeline view if we were able to add a new item that automatically inherited the Group based on which swim lane we clicked on to add the item.
Removal of Parent category in the timeline view on Dashboard
It would be nice to be able to remove the "Parent Category" lane from my Timeline widget on the dashboard when there is no uncategorized data to show.
Expanding Categories by Default in Timeline widget on Dashboard
It would be nice to choose the default for Timeline widget on Dashboard either expended or collapsed. Currently it's defaulted to collapsed only.
Timeline Widget Default Date
Hi, I set up Dashboard showing Timeline widget. The issue is that this widget sets the date randomly, sometimes a few years back, meaning it doesn't not show any data on the timeline until you pull the bar and find it. This is not easy to be used by clients who expect easy UI. How can I set up the timeline in a way that it…
Issue with Fiscal Year
Hi! Our Fiscal Year begins in February. This means we are in fiscal year 2026, with the first quarter ending at the end of April. However, in my Smartsheet timeline, the year is off by a year. The timeline shows FY 2027 rather than FY 2026. Is there a way that I can change this?
Timeline View Export
Hi all - Has anyone found a good way to export their timeline views? My SLT likes the view of our product roadmap timeline which I have set up in Timeline View and share as a Dashboard in a Workapp. They request me to add screenshots into PPT decks which is very manual and not a great science. Has anyone found a better way?
Timeline widget in Smartsheet is taking the wrong date
Hi all, I am creating a dashboard make the cutover dates for parts more visual for the stakeholder. My smartsheet has two columns with dates. Last Update CutOver Date The timeline widget is always taking the "Last Update" for showing the part in the timeline widget, but I need the CutOver date. Do you know, how to adjust…
Merged: In timeline view - Use of Calendar to be able to jump to another date easily
This discussion has been merged.
Compiling a multi-department calendar/timeline
This may seem super basic, but I work in tandem with 4 different teams and need to construct a calendar/timeline for all of these separate departments. What is the easiest way to gather the information? Some teams use smartsheet, some use excel, but none have the same format and none really "talk" with each other - hence…
Customizing Views
Is it possible to customize views? For example, we work in grid view 99.9% of the time because when I choose any of the other views, such as timeline, card, calendar, etc, I can't see the client name & due date columns. There is no option to customize what data I want to see. Am I missing something?
Fields displayed in Timeline View - Reports
We're trying to use Timeline view in Reports and so far it's working great, however, we're unable to change the Fields that are displayed when you hover over the item. I've found this article/question from last year, and this seems to be the same problem that we are facing Discussion 141807 When we go to our sheet (that…
Timeline View (Reports)
Hi, Is there a plan to provide the option to manually re-order the swim lanes in timeline view? I am using a report that pulls from several sheets and it would be helpful to have this option without creating helper columns in each of the source sheet to do so. Additionally it would be helpful to have the "fields shown"…
Show empty lanes in timeline view of report
Hi, I am running timelines on a master sheet for high level tracking of a few different things. Rather than adjusting the timeline settings to get each view needed, I’ve created a set of reports set to timeline that are permanently grouped and filtered as needed. I want to use the “Show empty lanes” option under Group in…
In Timeline View, is it possible to show Baseline vs Actual?
I know in gantt view you can see a line for baseline below the bar for actual. Is there a way in the Timeline view to display bars for baseline dates along with actuals? I know you can show the actual baseline dates in text, but I'd like to have them displayed as bars. Has anyone figured out a way to do that?
Conditional formatting in new views, now generally available!
January 26, 2026 Conditional formatting allows you to automatically update the appearance of cells or rows when specific criteria are met—for example, highlighting a completed task in green or bolding a flagged row. Previously, creating or managing conditional formatting required switching back to legacy views, as this…
Timescale and zoom Gantt settings copied to new sheets
I noticed that when you copy folders or sheets as "new", some settings like Gantt chart zoom and timescale options do not carry to the new copies, forcing to be updated after the fact and creating extra overhead. It would be great that those configs. would be considered structural and hence be copied as the rest of the…
Timeline View Support for Linked Date Columns
Request: Please allow date columns populated through Column Linking to be treated as valid date columns for Timeline view. Currently, it is not possible to use Timeline View on sheets that have the Start and End dates populated via Column Linking (due to being treated as column formulas). In my organization, we pull…
Merged: Every Timeline widget tied to a report has stopped working
This discussion has been merged.

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