Best Of
Set up notification to notify me of any changes except those I make myself
Hi - is there a way to set up a notification so it will send me a notification if anyone other than myself makes an update to the sheet? Was thinking this could be achieved by creating a condition where Modified By does not equal myself, but I don't see where you can incorporate Modified By in the set up. This would be very helpful b/c I will be making 95% of the updates to a project plan and don't need a notification on anything I change but do need to know about any changes made by other users.
Thank you!
Re: Best Way to Facilitate Task Hand-Off to Different Assignees
Here are my thoughts. Hope it helps?
1. Add Key Columns to Your Sheet:
- Task Name – The main task
- Task Stage (Dropdown) – Track where the task is in the process (e.g., Idea Development, Research, Approval)
- Assigned To (Contact List) – Automatically update this as the task moves to the next stage
- Status (Dropdown) – Not Started, In Progress, Completed, etc.
- Due Date – Keep track of deadlines
2. Use Automation to Assign & Notify the Next Person:
- Set up an Automated Workflow that:
- Triggers when Task Stage changes (e.g., from "Idea Development" to "Research").
- Automatically updates the "Assigned To" column based on the stage.
- Sends an email or alert to notify the new assignee.
Example:
- When Assignee A marks "Task Stage" as "Research", Smartsheet:
- Updates "Assigned To" → Assignee B
- Sends Assignee B an alert: "You are now responsible for this task."
3. Optional: Use Reports for Individual Task Views
Each assignee can have a filtered report that only shows tasks assigned to them, making it easy to track their workload.
4. Optional: Use Conditional Formatting
To visually indicate responsibility changes, apply conditional formatting:
- If "Assigned To" changes, highlight the row to signal a hand-off.
This setup ensures a single-row workflow, prevents unnecessary duplication, and automates the hand-off process effectively. Let me know if you need help configuring the automation!
Paul.Woodward
Re: Happy 10th Anniversary Community + Giveaway!
Smartsheet is like excel on Steroids.
Kelly Kenney
Re: Happy 10th Anniversary Community + Giveaway!
In one sentence - How would you explain Smartsheet to a newbie?
You can build ecosystems for teams to streamline and automate they project goals and needs.
adam.b
Re: Is there a way to add a thin vertical line to a dahsboard?
Here are a few I modified from the many sites i downloaded from. Feel free to just open them up in your Photos/Paint Program and change the colors / size / rotations to your needs.
Here is one of many sites you can grab them from (limited free with no login or +10 w/ google login)
Web Dividers transparent vectors, photos and PSD files | Free download
Here are a few i threw on a dashboard with duplicated widgets so you can see them in action. Keep in mind, when stretching your dividers you have to play with their fit and their img sizes. I found that for a horizontal divider to span the entire page neatly was 6000x10. However, the ones i attached also worked for partial spans, but you can create these in powerpoint, or download your own and modify to your needs.
Julie Becker
Re: How to add a hyperlink to a form field?
@Joe Phelps My pleasure ! I even fixed mine ! :P
And after all my tests, it works better with the HEADING element. This way, you don't have extra columns for nothing in your database.
Don't forget to put a note in your form next to CLICK HERE reminding them to come back to complete the form.
LyndaRousseau
Re: Increase Bridge Run Log Entry Limit / Update Error Prompt
Hi all,
The run log limit has been increased to 20MB!
Cheers,
Genevieve
Genevieve P.
Re: What column type is required to use MONTH to return number of new lines in a certain month?
Hello @CatB
It looked like your Date column has either an empty cell or a non-date value so you need to account it using an IFERROR function. Since having either an empty cell or a non-date value will throw an error and that causes the #INVALID DATA TYPE error message.
Try this:
=COUNTIF([Date Opened]:[Date Opened], IFERROR(MONTH(@cell ), 0) = 1)
Melissa Yamada