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Re: July Question of the Month - Join the conversation and receive a badge
My personal goal this year was to overall be healthier. Earlier in the year, I mentioned that I had officially quit nicotine and have remained that way ever since. This was a good first step into increasing my physical health; but I've expanded my goal of being healthier to also include financial health. One of my goals this year that I'm on track for is to max out my annual contribution to my ROTH IRA.
This goal is difficult because even though we're seeing record levels for multiple indices in the stock market, the economy remains precarious for many folks, including myself. The price of goods and services remains high, and there doesn't yet to be any major reprieve coming in the short term.
To combat this, I'm leaning on controlling what I can control, and trying to make the best of situations this year, while doing what I can to set myself up for future success when the opportunities present themselves.
Re: July Question of the Month - Join the conversation and receive a badge
What is a personal goal you've set for yourself this year, and how is it going?
This is a great question! One of my personal goals that I have set for myself this year is to begin documenting and recording everything about my role, duties, responsibilities, and position within our district. I am nearing my 40th year working for our local school district, and as I look forward to my eventual retirement, I was asked to not only begin documenting everything I do, but to begin recording all of the background knowledge that is contained within my brain and to begin to think toward how to transition someone new into my role while also passing along all of my historical knowledge. I am learning that this is a very daunting task, but so far, with the help of our Smartsheet tool, it is beginning to take shape. Being able to use Smartsheet to help me document all of my roles and responsibilities is essential, especially since my role was created as a new role in our district, all thanks to Smartsheet! In fact, I am also very excited that our district is truly embracing the Smartsheet tool, and our continued commitment to growing capacity within our district for using Smartsheet is also part of why my role exists. In fact, part of our commitment to growing capacity has led to our district allowing more than just me to attend Smartsheet ENGAGE! This year, I will be bringing 7 additional team members along with me in November. I am so excited for them.
Re: How can Salesforce implementation improve business processes?
- Choose Salesforce if:
- You need a robust CRM platform with sales, service, and marketing tools.
- Your organization relies on data-rich customer interactions and automation.
- You require enterprise-level security, compliance, and role management.
- Choose Smartsheet if:
- You are managing projects, resources, or tasks, not complex customer pipelines.
- Your team needs quick, customizable collaboration tools.
- CRM use is lightweight or secondary to operational or project work.
Naeem Ejaz
Individual allocations for persons assigned to the same task
Today, when needing different allocations (%) for individuals assigned to the same task, I need to have separate lines/taskentries for each person. While this is OK, it would be an improvement/ease managing a plan, if one could have one task entry for multiple persons and adjust the allocations separatly if needed.
Re: Metric chart - Pie chart - % update
Hi @Naeem Ejaz !
Sending you a tag in case you missed this.
Isaac A.
Re: July Question of the Month - Join the conversation and receive a badge
Back in January I wrote - "A shared bucket list item for my wife and me is to attend a Formula 1 Grand Prix at an iconic location like Monaco or Monza."
So far this year, I have only made it to the cinema to see the new movie - Clearly need to try harder on my goals!
Protonsponge
Form start timestamp
I've created a web form that will be heavily utilized. Managers are wanting to conduct a transactional analysis to see how long it takes the worker to complete. I'm looking for a way to capture the current time either when the form was accessed or find a shortcut to copy from the operating system and paste into the first visible field in the form. While O365 products have a hot key combination, it appears Windows 10 does not saying it relies on applications to provide that capacity. Any help would be appreciated.
New Form update is buggy!
I have multiple forms that have been in use for months that after the change to the new form in smartsheet this week has become buggy and will lock up and not allow people to make selections. Is anyone else having this issue?
Re: SLOW everything runs very SLOW
Hi All
We are experiencing extremely slow speeds on Smartsheet the last 2-3 weeks in South Africa. I have had our IT systems investigate, and the network speed issues sits on Smartsheet side.
Can this please be investigated. We are a big team working on a slow system in a critical time which is not productive. Please assist
