- Bucket sections according to status
I have a task list for setting up a vendor. Several teams will update the sheet when they have completed a step in our process. We want to make this as easy and simple as possible but what I would like is to put the Vendor Names sorted by Status and group them that way. And when their status changes they move to the next…
- How do you make a Program roll-up
How do you make a roll-up of multiple indivdual projects. Wtihin each of the project dependencies is turned on.
- 出口List of People a Sheet is Shared With?
Is there a way to export a list from a sheet that shows the user's security level? And if so, can this list be imported to a new sheet so that each team member does not have to be added manually to the new one? This is not necessarily for a template that is used repeatedly. It is a group of about 150 people, various…
- Is there any integration between SS and Microsoft Groups
We currently have too many document repositories that we use for project info. We use Microsoft Groups to to collaborate with internal teams for discussions and other info including have a Group email address we use. Does SS integrate at all with MS GROUPS? I know it does with MS TEAMS, but we cannot use TEAMS currently…
- Contacts
I am using smartsheet to manage insurance claims. We are independent adjusters who go out and inspect a property for damage, then we write a report and submit to the insurance company. I am using one row each for individual's claim data. When the report is approved by the insurance company, I am supposed to email a copy of…
- User e-mail used by another account
Hi, We are a software development company that discovered smartsheet through one of our customers. They use smartsheet internally to manage part of a project we are collaborating on; therefore created us us users with their account in regards to the management of the project. We have now purchased licenses to use…
- Sort order affected by other users
Hello team - I am one of many users that updated this sheet on a minute by minute basis. Every time I do anything, I update the sheet. Problem is that even thought I've set up a filter so that I only see the items is want to see, whenever another user sorts the columns, my view get's sorted too. It makes it very difficult…
- Guidance on using Smartsheet to support PMO processes
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc..…
- Convert date format to mm/dd/yyyy
Is there a setting or a formula to convert the standard yy in smartsheet to yyyy?
- How to allow tasks to flow up and down
Hi I'm a teamleader that keeps track of all tasks and put them into smartsheet. So I'm the connectionpoint for all stakeholders. But I don't solve the tasks, my team does. The priority of which task should be solved first is alligned with 5 other team leads. So right now I have an overviewsheet with all tasks and the…
