There is a restriction on the standard Project sheet template currently: if using the provided "Start" and "Finish" fields, users are not allowed to add a value to a row that has children - instead, the values must be entered in the lowest grouping of children, which will then roll up. My issue is that not all the rows I…
For sales I have been advised not to use heirarchies to group things by areas like likelihood, potential size, stage of progress, etc, because once they're a few pages long it's a bit unweildy. I was advised to use no hierarchies for a sales pipeline and instead rely on Reports for all of that. But I see that with the…
New to Smartsheet and hoping this may be a simple question.... I want to be able to create a sheet that anyone in my company can access, but with the following permission groups: 1. Admin (full access) 2.Edit rights (limited to specific users, columns and rows) 3. View rights (limited to specific users, columns and rows)…
We have five licensed users from three very different departments on our account. Is there a way for each of us to have our own contacts list? Currently, it pulls any/all email addresses and it would be helpful if we could each create our own. Also, is there a way to combine the "My Smartsheet Contacts" list with the ones…
In using the Assigned To column, I found that several Contacts did not have their First and Last name fields populated. So, I went into My Smartsheet Contacts and updated all of my Contact items so that all have their First and Last name fields set. I then saved the sheet, closed it, reopened it and went back to the…
Are there many other not for profit organisations (charities) using Smartsheet and if so how do you maximise its use for your purposes?
I have some groups already created and I'd like to make a new group and include the previous set up groups in the new group. I just see user names to add to a group. Is there a way to add a group to a group? Thanks, Eric