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…
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),…
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…
Two part request -Allow Browse view to be set as a default - when moving items or work between workspaces you have to be in browse, but everytime you open an item, the Workspace view it triggered which does not allow moving items. Additionally changing to Browser view takes you to the top of a Workspace rather than to the…
Hello, I am currently using the Project Management Office Template. I have many many projects in here. I am having trouble visualizing the Gannt charts when trying to pull in a lot of projects and compare. I'd like to get something very simple like this: I need to be able to see: How many projects I need to close per month…
Need to organize, move, or edit a group of assets all at once? Instead of clicking each one individually, you should be able to click and drag your cursor over any group of assets to select them all in one go. This saves time, especially when working with large sets of images or files. Simply click anywhere on the canvas,…
I have many D.S. Workflows and would like to save them in folders for each sheet their tied to. This way I don't see all the workflows in a long list
Now that the ability to create folder structures within our Sheets folder is gone (WHYYYY????) I am curious how users are navigating with ease? I have hundreds of things shared to me within my orginazation with new things shared all the time, and now have no way to structure them for quick finding within my sheets. Any…
With the new update I can no longer organize sheets or workspaces if I'm no the owner of the sheet or workspace. Previously, I was able to organize all sheets regardless of organizer based on project status. (Active, archive, Bidding). Now I just have an ongoing growing list of sheets and workspaces with no way to organize.
Since Smartsheet no longer allows the creation of new folders in Sheets, I reorganized all of my items previously in Sheets into Workspaces. I deeply regret this, as I'm now having tons of permission issues with items I've shared with coworkers. I need to share some items with one or more people, but I do not necessarily…
Not sure when this changed, but it was recent. I used to be able to create folders for organization within my Sheets directory. Now there is no option to do so. The menu options are gone. If I create a folder in a workspace, I cannot drag-and-drop it into my Sheets directory. Right-clicking "Sheets" in the Browse panel no…
Hi all, long time listener and first-time caller, I was unable to physically select the "best practices" category, so this goes here. I work for a home builder, and we have a specification grid we utilize in multiple divisions that are placed around the country. The "spec grid" is organized into each division having their…
I would like to understand in which way a user could edit a smartsheet without holding a license for smartsheet.
Primary row 1 Status Up next:subtask 2 Subtask 1 Complete Subtak 2 Subtask 3 Primary row 2 Up Next: Subtask 1 Subtask 1 Subtak 2 Subtask 3 Primary row 3 Up Next: Subtask 3 Subtask 1 Complete Subtak 2 Complete Subtask 3 Is it possible to have a layout like this. So once everything is collapsed it will show what is up next…
This isn't really a "Basic" question but more for Admins or people with several Smartsheet Projects under their belt. I recently got a job working with a few people at a helpdesk that creates Smartsheet solutions for departments in our city. They don't have a system for project intake/planning yet. So typically we use…
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