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Re: March Question of the Month - Join the conversation and receive a badge
I'm working on my project management, and Smartsheet is a godsend for this!
Lynne D
Re: Allow New Users Under the New User Subscription Model to be set to Viewer
Agree with everything above as well. They have taken away any Admin control that we previously had to manage our licensed users and Smartsheet spend. In addition, they aren't giving us the tools to manage people who we have determined should be a Viewer, but have requested Edit rights and the Owner approves them as an Editor. They need to create an immediate notification to the Admin to address the situation, otherwise, that User is back on the True-Up list the next quarter. They don't give us the tools we need to manage this change appropriately, but they will automatically make someone a Member if we revert them back to a Viewer in 2 True-Ups. That definitely doesn't sound reasonable to me.
Smartsheet, or rather their PE, needs to understand the inefficiencies they have caused and be reminded of why Smartsheet used to be a great tool for organizations.
kim.parker79706
Editing Start & End Date w/dependencies enabled
I have a worksheet with a Start & End and Project Settings set. I really need the durations and predecessors for the Gantt chart. However, I want my users, ELT, to work only from a report of Dynamic View and they need the ability to edit their dates as needed. According to the article below you can only edit the dates in the worksheet. Is there a reason for this that I am not understanding. I really don't want my users having to navigate a worksheet to edit the dates.
Does anyone have a workaround?
Paul Reeves
DocuSign handling multiple accounts
My company has multiple accounts in DocuSign, but Smartsheet's mapping tool can only see the default account. Significantly limits the utility of this feature
agreene
Re: Option to Not Include Sheet Link on Notifications
I'm trying to capture external form information and then process through a workflow. Although we want users to approve/decline as necessary we don't necessarily want them to view the sheet in it's entirety as it can become quite complex/confusing for those not involved with some of the processes. It would be great if Smartsheet allowed inclusion of the sheet link as an option that we could turn on as we saw fit.
Jodie Le
Re: March Question of the Month - Join the conversation and receive a badge
Prioritization! Recently implemented an Eisenhower matrix and that's helped, but I still have to remember not to mark everything as Urgent AND Important…
Sam_Harwart
Re: Automations: include attachments
Attachment In Automation - without needing to click into Smartsheet
With utilising automations to send emails to external parties, the ability to attach a document to an automated email would greatly help the process be more accessible to public users (as we currently always have challenge with people accessing) without the need of fiddling with Sharepoint links as we currently do.
JScreen
Re: Automations: include attachments
Definitely would be beneficial to have the ability to send attachments directly in an email without a request for update or link to the sheet. Automation for generating documents should also allow for the option to email an update with attachment.
Just wanted to keep this request alive!
Geilisa
Re: Folder-level permissions
Share a folder within a workspace to someone without having to share the whole workspace
alitghu
Re: Is there a way to view Notifications/Alerts that were sent out?
Hi @UserZero,
It looks like @Naeem Ejaz may have used a form of AI when sending their response. Having tested this on my end, I can advise that the Activity Log will show when automations were created and modified and the user that took the actions, but it will not show when automations send out notifications/alerts and who they were sent to.
I found a similar product idea here: Record of workflow alerts. Please add your vote to this idea if it matches your request. You’ll then receive updates when the status of the idea changes!
In the meantime, you could use update requests so that when a user receives an alert, they have to take an action and submit it. You could then set up an alert to notify you when changes have been made in the sheet so that you know the update request has been completed. The activity log will also show that changes were made by that user and will show an icon </> which displays “Other Source - Update Request Form” when hovered over, as seen below:
Hope that helps!
Georgie
Georgie