Best Of
Urgent Collections Improvements Needed
- Give Collections their own icon on the left-hand side so that individuals can easily access their list of collections. Right now everyone is having to go on a wild goose chase in order to track down their different collections. Not very useful if it's extremely difficult to find.
- Ability to provision admin access via collections. If I'm not going to be able to give individuals access at the folder level, then I need to be able to give individuals admin access at the collection level. (Though folder access is still FAR more convenient, because the folders already exist and I don't have to create a new one every time I have give someone access, and I don't have to create multiple types in order to create different levels of access for different individuals.)
We just created a massive project intake process with smartsheet, but our individuals should not have access to areas outside of their specific project. This would be folder level, which is again why being able to share access at the folder level is still much preferred. For some reason, instead of creating that simple change, smartsheet has created collections which is just complicating everything. I have to create a new election for essentially every different access group. So now I'm creating 2-3 collections FOR ONE FOLDER, in order to manage the access to the assets within the folder. But also, no one find the collection. And some individuals have multiple collections. There is no icon or shortcut for them to go to in order access their collections. Instead they have to hunt and scroll in order to find a sheet that is in one of those collections, to be able to access it. They have access to dozens (and soon to be hundreds) of sheets. This is NOT time efficient. PLUS many of these individuals need admin access to the project sheets housed within the project folder, but right now the only way to provision admin access is either at the workspace level, or at the individual sheet level. Our projects have 14 templates. So I'm having to give 10 individuals admin level access, one sheet at a time for 14 different sheets. This is so time consuming! It would have been so much easier to allow us to provide access at the folder level. But if that's not going to happen, then I at least need the two improvements listed above. Without these items, our company will have to consider a different tool when our contract ends. It's simply not sustainable for large scale solutions in it's current form.
Dashboard automation of past dates
What I'm looking for is a feature in Dashboard that recognize which date it is in when I open the dashboard.
There would be a function to activate when building the different graphs, to say only to include from that date forward and/or month forward.
Example: I have a diagram of amount of open task per month.
Jan-25, Feb-25, March-25, Apr-25, May-25, June-25, July-25, Aug-25, Sep-25 and so on.
Today is 30th June, so the data Jan - May would be excluded.
If I next time go into my dashboard in Aug, the data Jan-July would be excluded.
I hope more people could benefit of this automation!
Re: Collections Bug
I did some further testing, and they do still get the notification after all, but the warning message pops up each time to say they won't. This could (and is) confusing users, it leads them to believe it is actually not sending the notification (due to fictitious message), would recommend that gets fixed if not already on Smartsheet's radar.
Ide AirTrunk
Re: NEW! Modern forms submission experience with accessibility enhancements
Navigation and form submission in a desktop browser requires nearly double the amount of clicks and keystrokes as before. Not to mention form submission does not reload the page and bring you back to the top anymore, you have to manually scroll back up to the top. It's very cumbersome.
Re: The ability to omit blank fields in email notifications
Having the ability to omit Blank Fields on the email notifications would help out massively within our company, we use Smartsheet for several forms and each form is filled out differently. It is very messy receiving all possible fields on the email and it makes it harder to find the information we actually need as some forms have 100+ options.