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Archives for July 2016
Discussion List
Card View using the "Contact List" field
If a Contact List is used, would like to be able to setup lanes in cardview using this field -- easy way to tell who is working on what.
Move to Completed
Our team is using the Team Tasks by Priority template. Is there a way to automatically move completed tasks under the completed hierarchy?
Notify When Task Added
Is there a way to set up a notification for when a task is added and assigned to you?
Improvement for 'Send Update Request'
After sending an update request (for 1 row), the receipient receives an e-mail with: Subject = 'Update Request: 'description of Primary Column'. This works fine and provides good information for the receipient. :) After the row is updated with only a Discussion, the sender receives an e-mail with: Subject = 'Update…
Add meetings to Calendar
Hi ladies and gents, Maybe I am trying to make this just all too difficult. Can I add multiple 'meetings' with start and end times into a calendar anywhere within SS? Everything I can find that is calendar based has only 1 line, for one task input. I think I am after something similar to say, Outlook Calendar, just within…
Missing email collaboration
I keep stumbling over my desire to collaborate with team members via email or discussions. Discussions work OK, but I'd call them "Notes", unless I'm missing something (and I hope I am!). For example, if I want to include someone in a discussion many of the other tools I use let me type "@Ste" and it will popup all users…
Auto format phone number
Good morning, I'd like to have our phone column (text) formatted so that when I input just the numbers (ex 7195555555) it would format the number as (719)555-5555. Help? Blessings, Loann
Real time & ressource management
Smartsheet is a great product with great features, but it lack in crucial features for any real event and logistic planning. Add time/duration management for task When selecting a start and end date for a task, we should be able to select a time for it as well. We cannot be limited to fixed hours work day or using "gaps"…
In Cardview - Best way to remember if you have updated the card.
We use cardview to get the status updates from co-works. As we work through the "cards" it becomes hard to remember which cards we discussed and which one we haven't. What is the best way to deal with this issue? It would be great if in the upper right-hand corner there was a bright color (maybe blue) letting me know that…
Master Smartsheet for all of our Teams Projects
We have around 25+ active projects with Smartsheets on our Project Management team at any given time. Has anyone created a template for a master template for your team's portfolio of projects. Any tips or tricks?