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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…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
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…

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Recent Discussions

Help Article updates November 2025
Hello Community, We’ve published the following new content. New videos on these topics: How to use Brandfolder insights in Brandfolder insights How to create advanced automations in Trigger blocks: When your workflow is executed And new Help articles, including: Create linked dropdown columns Use timeline view in reports…
Can we publish the timeline view as a read-only HTML?
Is it possible to publish the timeline view as a read-only HTML file for people who don’t have a license? I’d like to share the Project Roadmap in timeline view with everyone at the company.
Timeline View - Printing
Would it be possible to have the printing option for the Timeline view?
Timeline View - Printing
Can Smartsheet confirm how a timeline view can be printed? The ability to be able to print a timeline would be super helpful and a basic requirement If this is not currently available can Smartsheet confirm if its on their development roadmap and when its likely to be released?
Forms are now available in board and timeline views
November 20, 2025 Users can now find and create forms in board view and timeline view. Simply click on the forms icon in the toolbar to get started! Learn More Environments availability: Commercial US, Commercial EU, Commercial AU Plan availability: Pro, Business, Enterprise, Advanced Work Management Subscription Model…
Timeline view in reports, now generally available!
October 29, 2025 Users can now choose to view their reports in timeline view. Please note: Timeline reports will reflect the source sheet(s), columns, filters, and groupings applied to the rest of the report. To change any of these, simply switch the report back to grid view. If you want to edit the Start Date or End Date…
Help Article updates October 2025
Hello Community, We’ve published new videos on these topics: How to use columns in Insert, delete, or rename columns How to use timeline view in Introduction to timeline view Widget types in dashboards in Widgets for Smartsheet dashboards To view the entire catalog of help articles, visit the Help and Learning Center. Were…
Sort feature in Timeline View
I would love the ability to Sort within Timeline view. Having the two groups is not enough and with no sorting ability, it really limits the effectiveness of the information I am trying to show. For example, I may want to to see the projects that are being worked on. I would group by Resource, then Project Category, but…
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:…
Planned vs Actual Charts
Hi everyone! Looking for suggestions on how to show planned vs actual in chart format. In Excel, we can have a line that shows numbers or percentages for planned and another for actual and then put it into a chart which shows the planned line and then actuals in a bar graph. I've provided an example below. Looking to do…
Help Article updates September 2025
Hello Community, We’ve published new videos on these topics: How to use sheet settings in Sheet settings in table, board, and timeline view How to use filters in table, board, and timeline view in Filter your data in table, board, and timeline view How to set up a sheet in Create a sheet To view the entire catalog of help…
Roundup of top timeline view enhancements (January - August 2025)
Hello Community, If you’ve used timeline view, you already know it helps teams visualize and manage date-based work in real time. It reimagines how work is managed in Smartsheet, allowing users to easily track tasks and milestones, group information by theme, and adjust plans with clarity and speed. Whether you're building…
Timeline widget - change start period for scroll bar / zoom / hide
A couple of questions on this: How do I stop my widget from allowing someone to scroll too far to the left? I can scroll back to the 1950s! I don't want it to go back any earlier than where my tasks start. Is this not an option? Once you scroll back far the scroll bar then shrinks in size. 2. How can I zoom out so that…
Timeline - Bar color
In the Grid view, it would be helpful to have a Conditional Formatting option that allows carryover to Timeline view bar color. For example, a checkbox to the right of a Conditional Formatting row that states "Apply format to Timeline view bar." Currently it is a manual process to switch back to the Gantt view, then click…
Analyze data now available in board, table, and timeline views!
August 05, 2025 Analyze data is now accessible in board, table, and timeline views! The analyze data AI tool helps you quickly get insights into your data, instantly generate charts and metrics, and then add those AI-generated charts to your dashboards. Previously, analyze data was only accessible through the Generate with…
Dates in Timeline View are not the same as Grid/Gant View
Does anyone else have the issue where the dates in the Timeview line (mainly Milestones) are a day ahead of what they are in Gant/Grid View. It seems to be correct for some milestones but not others- I can only assume it's to do with predecessors with/without lag. As you can see on my screenshots, the ones highlighted…
Timeline settings not saving
I created a grid sheet with the following data - Project Name, Start Date, End Date, Project Status, % Complete, along with other columns. When clicking over to Timeline view, nothing is showing up. When clicking into Settings, the Start and End date are flipped. If I try to correct these and click Apply, I'm seeing this…
What is the best template to create a time tracking tool?
I need Task, Note, Priority, Ststus, Created by, Assignee, Start date and time, End date and time, Duration in days and time. And a dashboard to see an overview.
NEW! Timeline view widget in dashboards
We’re excited to announce that the highly requested timeline view widget in dashboards is now generally available! With this new widget, you can easily bring timelines from large-scale projects into a single, centralized dashboard, giving stakeholders a clear, at-a-glance view of key initiatives and milestones. When adding…
Arbitrary dates for projects
When creating a workspace, there should be an option to use dates based on calendar year, fiscal year, or arbitrary dates from project kickoff. Furthermore, one should be able to change this on the fly. Use case and potential solution: I am planning a project with no concrete start date, and I want to communicate how long…
Year in Timeline View shows as 2026 when clicking 'Go to Today'
Hi Everyone! Not sure if I'm missing something embarrassingly obvious, but for some reason my Timeline view shows FY 2026 when I click on 'Go to Today'? As far as I can tell, it's an issue specifically in relation to this particular sheet, as I've tested it on empty sheets and it reverts to 2025. However, I can't pinpoint…

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