Hi!! We have a large program & want to change where some of our Profile Data fields are being entered without breaking things / renaming fields / doing a ton of avoidable repairs. I'd love some advice on common issues / the best approach! ------- Program Setup (for reference if needed, feel free to skip to the goal 😊) Our…
Hello, I am hoping someone has an idea for a solution to my problem. I have an inventory that keeps track of giveaways. I created a second sheet with a form to fill out how many of each giveaway I pack for each event. I count the giveaways that come back after the event, and I need a way for this to reflect the number…
Hello everyone, I hope you're doing well. I'm new to SmartSheet and currently working on my initial projects and automations. I have a project group and would like to create a report in the project management office that allows me to identify all the collaborators involved in each project and in which months they will be…
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
I don't understand why Smartsheet changed these icons? They no longer match what is used in a Workspace or Folder. When I teach Smartsheet, I use the icons (sheet/grid, report, dashboard, template, folder, workspace) to help people understand at a basic level what Smartsheet is made up of. THESE make absolutely NO sense…
Hi, I've spent way to long trying to figure out if Smartsheet can do what I want it to do so I thought I'd ask the experts. I have about 70 events a year and 150 tasks to complete for each event. It is just me working on this so I don't need to assign or escalate. I need to have reminders on certain tasks for different…
I am looking to create a streamlined system in Smartsheet to collect monthly report data from faculty members efficiently. This would include updates on publications, grants submission, presentations, etc. The main goals include consolidating all of this information in one place, providing a user-friendly interface for…
I've created a Testing template for UAT/SIT that I have used internally and would like to share with Smartsheet, does anyone know the process of doing that? Is there an approval process?
Has anyone created a successful Safety Management System using smartsheet? If so, do you have a template?