Trending in Smartsheet Basics
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Capturing Cost Savings by the month
Have any of you created a Smartsheet that would show the savings for a project by the month? In other words, if I saved $1200 annually and the project ended in say March, then the savings would go $120 per month, Mar 2025-Feb 2026. I have done it on Excel sheets manually, but I think there should be a way to do it with…
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Name changing
I have an automation setup to escalate to managers when a step goes beyond 2 days. I have that titled as Escalation for Purchasing, Escalation for Planning, etc. In my trial run, 3 out of 6 showed up as Reminder: New part number request log ( this is the name of the sheet) The only thing we could see was that the ones that…
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Using single-sign-on with external partners
We want to implement single-sign-on at work and have received approval. However, our IT department wants all external partners to have/use Mayo credentials to log into Smartsheet. Not all of our external partners ever set foot on our campus and don't have our company credentials. I have a couple of questions. Has any other…
