Using Smartsheet for project risk and issue management

[@joehagen4328]

hello-thanks for the helpful vid. Would you mind sharing the formula you use in the Ref column of the RAID (how do you generate the I-001, R-002, etc)?

[@Smartsheetexpert]

Hi Joe - I have a helper column that takes the first letter of the RAID type, so =LEFT([RAID type]@row,1). I use auto-number with a - prefix, then in the column you see, I join these two columns together by clicking on each column in turn separated by +. Hope that helps!

[@toyinadesoji]

Hi, Could you please do a video on this, I am having trouble getting the auto number up to start with the correct prefix

[@Smartsheetexpert]

will do!

[@Smartsheetexpert]

Here you go... kzbin.info/www/bejne/iqbKd5x7hJeErdE

[@thomasking4057]

Thanks for the great tutorial. interested in creating the form you used on the shortcut to create a new item - where can I find information on creating that?

[@Smartsheetexpert]

Hi Thomas - are you using forms currently? If so, then you need to copy the form URL and in the dashboard add a shortcut widget and paste the URL.see help.smartsheet.com/articles/2482267-using-shortcut-widgets. If not using forms, then you’re missing out! Have a look at www.smartsheet.com/content-center/product-news/product-releases/3-ways-youll-accomplish-more-smartsheet-forms