Jeremy Myers’s Profile

Community member since September 2015

Zen Broker Systems, LLC
Product Development
Area of expertise
Workflow Automation
How I Use Smartsheet
We provide transaction workflow management to real estate brokers and teams.
About Me
Decades of sales and sales management experience, licensed real estate broker.


What is the formula that will send me a reminder if a task due date is in the past and the progress ball is red?  I have my team track task progress with the RYG balls. If a task has a due date and it hasn't been completed by that due date (as stated by the red RYG ball) I would like to receive an


I would like to sort rows by Status column. Currently I have to click on the dropdown below the column heading , click on sort then click on the way I want to sort. In Excel I can sort by clicking on a column heading if I set it up that way.  Is there a way to sort automatically when the status


I want task due dates to auto populate based on one date that I enter as the event date. For example, I will set an event date and certain tasks will be due 2 weeks prior to event date. When I create individual event sheets, I want to enter that event date and then due dates will auto populate for


Looking at long column of dates is cognitively challenging, but everyone understands a range of numbers, negative to zero and then positive.


I originally used this scheme to simplify my conditional formatting setup but found that users really liked it so now I keep it visible.  It also makes