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Sight View by Log In
I have a Sight that I built for a customer to view and interact. Is there a way to set there view by Log In. I.E. customer logs in and they see the projects and data they are assigned to. I have been told that this is not supported. Anyone have any ideas?
System Generated emails?
One of our clients is still experiencing missing system generated emails, which stated before this week's incident report and has continued afterwards? Support suggested the issue was as the client end but after extensive testing their email is 100% fine. Anyone else suffering? I certainly am not personally nor my…
Send Reminders to Multiple Contacts
I want to send reminders to multiple contacts listed on my sheet at the same time. Contacts are listed in separate columns on the same row. This is for use in a template, so the names in those columns/cells will change. Smartsheet will not allow me to select multiple contact names (from columns) in a reminder. It does let…
Recurring task with a checkbox and reset?
Hello All - We currently use a smartsheet pipeline to track our clients progression through our service delivery. This serves us very well. One area that we need help with is scheduling and tracking phone conversations. I have looked into coordinating a crm to schedule and call, but I am not thrilled the tracking…
upgrade from individual to... individual
Hi! I have an individual plan. When I try to create a report I get a popup window asking me to upgrade to an individual plan, which I think does not make sense. Any ideas on how to sort it out?
Show ONLY 1 Project's Gantt in a Sight
I am building a Sight for just 1 project. It has the project's title, an overall report, and then a report that shows just the status comments. The last widget I want to put on the Sight is JUST the Gantt chart for that particular project. How do I show that?
Assign new users to multiple sheets
We have a couple new hires who need access to various workgroups and sheets. Is there a mass way to do this? Such as selecting from a list of sheets and workgroups and choosing assign?
Sights - can't pull in attachments or apply fill color to data?
Hi, wondering if anyone out there knows if there are work-arounds for some issues I'm encountering with a sight I created that contains data from several reports. Issues are: 1. The reports include the attachment (paper clip icon) column, but this column is not displaying in my sight. I've checked the column settings, and…
Approvals process
How would we notify the person submitting a request that their request was declined?
SS Governance
Has anyone established best practices / governance for Project Managers and team members using SS that can be shared with me? The types of projects we use SS for are IT and Facilities related. Thank you.