Best Of
Notification Categories
While using Smartsheet, I have found that many people are losing certain notification (they are there, just surrounded by many others), I've been thinking about what a potential enhancement would look like to significantly benefit the user experience around notifications: the ability to categorise notifications within Smartsheet. Adding this feature would streamline communication and task management by organising notifications into distinct categories, such as:
- Alerts: Timely notifications for critical events or impending deadlines.
- Update Requests: Simplified communication for requested updates.
- Approval Requests: Efficient management of notifications related to the approval workflows.
I believe there would be support for this idea within the Smartsheet community and am sure this is not an issue isolated to my organisation.
I believe that implementing this feature would not only enhance the user experience but also contribute to increased productivity and streamlined workflows for Smartsheet users everywhere.
I'd like to extend an invitation to consider this suggestion for future updates. I'm certain that this enhancement would further solidify Smartsheet's position as a leading platform for efficient project and task management.
Thank you for your dedication to continually improving the Smartsheet experience. Your attention to user feedback is truly appreciated.
Dylan.Smith
Reporting Capability - Auditing on when and by whom a column has changed
Ability to create a report on change activity for a certain column and have details for auditing purposes. The activity log does not provide enough filtering and drill into for audit reporting to use and find information required.
Pam Ahles
Re: Deactivate form after set # of entries/submissions OR by date
Would love to be able to set a date/time for a form to automatically start or stop taking submissions.
Melissa Boehl
Re: Introduce yourself & get to know your peers!
Hello everyone,
I am Jacob. I am a former naval cryptologic technician in the Navy, and I’m now working for a major tech company in Texas! I am paving an efficient way for our security teams to manage events across many locations, while utilizing all of smartsheet’s core and premium features. Smartsheet has allowed me to sync all of these sites together and pull important metric data for weekly, monthly, and quarterly reports.
Smartsheet has opened the door for a lot of opportunity in my life, and I am extremely thankful for the community — who has graciously taken the time to answer so many important and difficult questions. Over the past several months of simply reading the community forums, and help documentation I was able to take the smartsheet core product certification and pass it with ease!
Outside of work, I enjoy the lake life, electric skateboarding, my dogs, and providing the same help back to the community which helped me evolve my understanding of smartsheet.
SteyJ
Re: Connect and hear from past ENGAGE attendees 👋
What would I say to someone who's considering attending ENGAGE for the first time?
- Go. Don't just "consider" it. Book the ticket. Get the hotel room. Arrange the transportation, and just go.
- Very comfortable shoes are a must.
- Check out every single booth even if it doesn't initially seem applicable to any of your use cases.
- Carefully plan your breakout sessions in advance. A lot of them are repeated throughout the day as well as on other days, so you may be able to catch more than you think.
- But... Leave plenty of time for networking and chatting.
- Plan to stay hydrated. #4 can dry you out pretty quickly.
- I like to keep cough drops on hand as well. I find myself talking so much more in just one day while there than I normally do in an entire week. Add in the always dry air from a hotel room, and it is easy to end up losing your voice if you aren't careful.
- Bring something that has plenty of room for notes. Lots and lots of notes.
- FOR THE FELLOW INTROVERTS: Just because you walked out doesn't mean you can't come back in. Step outside for some fresh air, take a walk back to your hotel room, find a quiet spot somewhere for a little bit to recharge on a regular basis throughout the day.
- Don't be afraid to approach people. I have found that the Smartsheet Community is a different one. Titles are just titles. People from every "level" come together for a common passion. No one in unapproachable (unless they are giving a presentation and then maybe wait until they are done hahaha).
- Nerd out. I mean really nerd out. Everyone is there for the same thing. WE LOVE SMARTSHEET. Collect the buttons, wear the swag, grab the stickers, share your stories, tips, and tricks, be excited.
- GET ENGAGED!!
Paul Newcome
Re: Hidden Fields in Card View
we use a lot of formulas in grid view to do some automation and update certain cells. We also use card view to facilitate team meetings. During the team meetings, if we need to update a card, we can see all the formulas (hidden fields from grid view).
This creates a lot of confusion with the meeting facilitators who don't often know what these fields are or how to use them. We would love the ability to hide fields in card view!
Sean Larkin
Re: HYPERLINK Function
Please incorporate this feature, or at least add it to the roadmap. you can't even move links with datamesh. It can be very frustrating.
Samuel Mueller
Re: Connect and hear from past ENGAGE attendees 👋
Such great advice that I'm not sure that I have a lot to add. Good shoes, connect, schedule yourself are all good things to look out for. But I'll take a different approach and share some things I've started doing now that I've been to 3 different Engage (Engages? Engagites? Engage-athons?).
Mental Preparation
Prepare yourself mentally before you go. That is not to say that your packing lists and scheduling breakout sessions you want to attend aren't good things, but you have to be ready to take it all in if you want to get the most out of Engage. For me, a natural introvert (which some of you might not believe), that means preparing a week or two out to have my social battery absolutely drained. I take extra time with family, make sure I'm well rested, and schedule enough time to get into town and unpack/relax before the conference starts. Once it gets going, you really get the best value by talking to people and sharing experiences.
That also means, scheduling in enough time to rest between sessions. It might sound like a good idea to get into as many breakout sessions as humanly possible, but it could also lead to conference fatigue in a hurry! Skip a session if it has a repeat later in the week and take some time to explore the floor. Go decompress and take a call or just sit by a window and recharge before hitting it again. Yes, you want to maximize your time, but you also need to watch out for overload
Plan to Network
You don't necessarily have to have business cards at the ready, but make real connections at this conference. Everyone is there for the same reason, so if they are close enough to you for you to talk to them, they are fair game for you to ask how they use the platform.
Also, SMARTSHEET PERSONNEL ARE FAIR GAME! You are going to interact with the literal program managers for some of the features you care about most. Engage with them, ask them questions, grill them about why your favorite widget doesn't do the x/y thing you need it to. And get their name and email so you can continue the conversation after the conference.
Don't Sleep on the Labs
The design and idea labs are your chance to weigh in on the direction Smartsheet is taking with their product. Prioritize getting in and commenting on upcoming features or new ideas that Smartsheet has about their platform. Not only will that give you ideas about how you can use those features in the future, but you have the ability to shape their rollout with your opinions. This is also a hotbed for Smartsheet product owners to hang out/poll people about the part of Smartsheet they own. Don't miss your chance to tell the people building the product you use how you feel about their features.
Closing
Engage is great, but it is a lot. Take time to yourself, connect with everyone you can, make sure your voice is heard on the product. Just do it all in a way that leaves you energized and motivated, not a zombie the week after.
David Tutwiler
Make it so that a dashboard and all its components (widgets) belong to the owner of the dashboard.
Currently, a dashboard's components do not belong to the dashboard's owner. If another user adds or edits a widget on a dashboard, that widget does not belong to the dashboard's owner. Instead, it belongs to the person who added the widget. This means that if a dashboard changes ownership, the dashboard will break when the widget-adder is un-shared to the dashboard.
This issue is a big one, with far-reaching consequences which necessitate changes be made to its current behavior as soon as possible...
If you build a dashboard, it is assumed that all elements displayed on that dashboard are a part of that dashboard. It is also assumed that the ownership of that dashboard (along with all of its elements) belongs to the "owner" and not that each individual widget belongs to the person who last edited it.
This behavior is very puzzling. Why do the dashboards function this way when none of your other products work in this way? For example, if a sheet is shared with several users with admin-level permissions, the form doesn't belong to the person who made or edited it. Similarly, the automations for that sheet do not belong to the person who added them. Additionally, the sheet does not break when an admin-level user is un-shared to the sheet. The sheet and its automations and forms are seen as one unit. That is how a dashboard should function; as one unit.
The design of dashboard ownership functions poorly because a dashboard's widgets are not considered part of the dashboard's ownership/elements. This creates so many issues, including the fact that a dashboard will break if an admin-level employee made changes to a widget when they leave our employ. It is unreasonable to assume:
1) that we would give that employee access to our data in perpetuity or
2) that we will manually re-link hundreds, if not thousands, of widgets every time an employee leaves our employ.
Brooks