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…
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…
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…
Hi all, I have a bunch of underlying sheets that have the exact same setup due to a template and it has a status field with a drop-down of about half a dozen different options that go sequential order from not started to complete and verified as complete from leadership. We also have hierarchy so there is level 0, 1 and 2…
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 -…
Hello Community, We’ve published the following new content. New videos on these topics: How to create a custom welcome page in Create a custom welcome message or help page How to use Approvals in File Library in Approvals in file library How to use File Library in File Library overview How to create a Dashboard in…
Hello Community, We’ve published the following new content. New articles: Filter your data in table, board, and timeline view Introduction to timeline view Smartsheet essential glossary New videos on these topics: Manage your True-up Process in Get started with the User Subscription Model How to use Column Links in Create…
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