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Smartsheet for email management via Zapier
I would love to start a dialogue with anyone using Smartsheet as a case-management/CRM/email tracking tool. We will be moving to a true case management tool later this year, but in the meantime...we created a Smartsheet and are using Zapier to forward emails to create a line in the sheet. Trying to figure out the most…
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Repeating list of tasks
I'm often finding that I have a list of tasks/checklist that are often repeated, so I'm looking for the best approach to manage this. For example, suppose I have five business units in a company I'm working with, and that I'm tasked with transitioning each of the business units to a new system. I'm required to maintain ALL…
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Exporting Gantt Chart
For the Gantt chart, is there way to hide the grid (make borders white) or other way to export the Gantt (Image,pdf..) where it does not show the borders of the cells. Thanks in advance
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Connecting AgilePoint form data to a Smartsheet
Hello all, I'm looking for some information on how to go about connecting a form and workflow to a Smartsheet. I would like the AgilePoint form to update a SmartSheet when anyone makes a submission. AgilePoint workflows support REST Service method. I've looked at the service and done some setup, as well as setup my token…
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Counting Checkboxes of all Parent rows in a sheet
We have a sheet that has a multiple level hierarchy. One of the columns is a checkbox and I used the formula ="" + COUNTIF(CHILDREN(), 1) to count the number of checkboxes below each parent row. This created the number of checked box in the parent row. Is there then a way to count all the numbers in the parent rows (to get…
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Sharing a Folder in a workspace
How can I share a folder with specific people in a workspace while limiting them from seeing other folders in the same workspace?
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combining project plans and task lists
I am working on a fairly complex project plan with a large team. To keep track of miscellenous tasks, we also have a tasklist ( all in Smartsheet, of course ). The idea was that there are often many misc small tasks that dont have precise start/stop dates, categories or dependencies, and really don't belong on a project…
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Is there a way to remove someone from Resource View without removing them from a project?
Unfortunately people come and go. They are assigned tasks, work on projects, etc and then if they leave, they need to be removed from the Resource View. Reassigning future tasks is acceptable, but we need the history and want to keep them listed on completed tasks. Is there a way to do this? I would rather not have to…
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Webform email address change available?
Hi Hope someone can assist in confirming something. When i send a link to a customer to complete a webform, the current email address noted in my inbox is - forms@smartsheet.com. Is there any way that I can customise that email address to be one of my companies instead? Is there a white label approach to smartsheet at all,…
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Smartsheet User Meet (UK)
Would there be any intrest in a UK Smartsheet user group where we could meet up and discuss all things great and good regarding Smartsheet. It would be fantastic to meet other Smartsheet users and find out how they are using it and adding value at their organisations. We could also have some other guest speakers maybe…
