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Archives for December 2015
Discussion List
Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
Exporting into Excel - how do I create a timeline?!
Hi, I need to export my Gantt chart (timeline) into an Excel sheet to share within the business. but this currently can't be done in Smart Sheet. What workarounds/other options do I have? I absolutely have to show it visually! Thanks in advance!
Retrieve past reminders
Hi there, I use smartsheet for a lot of things incl. reminders for customer contact. I sometimes have a lot reminders in one day and the Email doesn't show them all but tells me that 'Additional reminders were set on xx more rows' Is there any way to change this so that it shows all the reminders in one Email or to…
Resources without an e-mail address
I have a number of tasks that I need to assign and track resources to that do not have e-mail addresses. I was told to create a fake e-mail for these users so that Smartsheet could show allocations. When I first did this the program worked fine, and now 2 weeks later, it decided to not show these users in my resource…
Incorrect resource management visual
Hello, Has anyone seen the issue below where the visual bar shown in the resource view does not match the working days? Mine are set to Monday - Friday (Individual days below are fine),but the top summary bar always shows Tuesday through Saturday. Any thoughts? Thanks!
Request Update -- Can you categorize assignees into TO & CC?
Hi - I use the request update feature a lot - but, would love the ability to send the main "request" to the person doing to task and perhaps their manager or teammate as a CC? When I send to multiple people - there is always confusion on who should answer the update. Those CC'ed would see that their are only a copy & not…
How do I make feature requests
Good morning, Is there a special location or process to log feature requests? I just don't want to clutter up the forums. Thanks Rob
In excel you can have multiple worksheets in one document. How does this work in smartsheet?
In excel you can set up multiple tabs or worksheets in one document. How can I best do this using smartsheet? Any tips? I have a excel sheet from finance using multiple worksheets and staff names, project codes and formulas for high level tracking of time against multiple strands of work. I would like them to use…
Sharing Data Between Sheets
Hello. New User Here. I have reviewed reports and cell linking, however I have additional questions. Here is the scenario. Lets say I have 10 web design services clients. I create a sheet for each one outlining the tasks that need to be done on their project. I create a column that indicates a Y or N response (Y wouild be…