Smartsheet: Multiple Contact Selection is Here. NOW WHAT?

The Gist At ENGAGE 2018, Smartsheet released a feature that has been long requested and much demanded on the Community Posts and I assume elsewhere. Assigning Multiple People to a Task I won’t go into my opinions on it1. There is no time to waste. Really. It is here and what should you do aboutRead more

Passing the Torch

Sports Sometimes, change is bitter sweet. I am not a sports fan. I might need to take my shoes off to count all of the current American Football, Baseball, Hockey, or Basketball stars’ names I know, let alone their teammates. Some of those might not play anymore. Usually I can’t tell you who won lastRead more

Smartsheet Tip: Chart Changes

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Introduction This post started out as just personal documentation so I could recall later how I had done something. It kind of grew a bit from there. Backstory: Recurring Widget Tasks One of the task types I sometimes want/need to track is what I sometimes referring to as ‘recurring widgets’. This type of tasks mayRead more

So, this happened last night…

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What to expect here: While I discuss Smartsheet , this isn’t a post about Smartsheet. It is about me and includes: An example of one of my ‘customer types’ An example of a problem, the solution, and the journey and This is part of a series of posts 1, discussions with friends and family, andRead more

Smartsheet: Bulleted Lists

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Today’s Tip (2018-08-22): Based on this Community Post Smartsheet does not have a rich text field and the user requested bullets.   Here’s a quick way to get the result. I wouldn’t use this very often, but I don’t need to use all of my work-arounds, though it helps.   I set up a secondRead more

Smartsheet: Sort by Parent (Ignore Children)

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Today’s Tip (2018-08-03): Based on this Community Post. The user wanted to sort a hierarchy, but only on the Parent Row. Here’s how: I created a column named [Sort Order]. I added this formula: =IF(COUNT(ANCESTORS()) = 0, [Primary Column]@row, COUNT(ANCESTORS())) to each cell. It checks if this is a Parent Row (COUNT(ANCESTORS()) = 0) andRead more

Smartsheet Enhancement Requests for Templates

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This post is different than my normal Smartsheet related posts. I’m going to try to put down my current thoughts on Smartsheet’s Templates and what’s missing for me. This post can not be all-inclusive, but I hope it helps me consolidate some of things that have been rattling around in my head for a while.Read more

Smartsheet Tip: Release items from memory (Chrome)

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This tip refers to Smartsheet, Google Chrome, and Windows (I’m on Win 10 as I write this) I found this tip recently as I was trying to figure out which Chrome tabs, of the many  I had open, were causing my work (which I often do on the Internet) to slow down. I tend toRead more

Defaulting to A Date in a Smartsheet WebForm

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Smartsheet‘s Forms allow a date to be selected when building the Form. Unfortunately, that [Today] button only selects today’s date, not setting the default to whatever date the form is used. This has never really been a major problem for me. Once the form is submitted, I captured the row’s creation date, in effect capturing “today”. BasedRead more

Finding “Next” Task in Smartsheet

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Today I was trying to get some energy and motivation by perusing the  Smartsheet Community and I ran across a question that helped with those. I will paraphrase the problem: A main task has a series of sub-tasks. The user want to check the status of each sub-task and return the status of the first non-completed taskRead more