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Automated Workflow - Assigning Multiple Contacts to a Cell
I have create a project intake form for my program. In my form, I ask the user to select the departments that a project will involve (e.g., Communications, Product Development, Field Team, etc.). I then created an automation where, depending upon the department selected, a person was assigned in a contact column to the…
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Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…
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Roadmapping with data living in SmartSheet
Hi all - Currently some functional areas of my organization are doing roadmaps similar to the image attached for their leadership. There's a desire to have the data for these roadmaps live in SmartSheet and push towards report automation. They really like the condensed view with multiple items in a lane (vs rows on rows on…
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Admin Center has been Buggy
Hello All, While Smartsheet continues to be a critical tool for our teams, the issues we’ve encountered in the Admin Center are beginning to impact efficiency and confidence. Some of the recurring areas we’ve raised include: User Stability: Users who we delete seem to randomly come back into our user lists. Has this…
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Portfolio Visualization
I've created a report in Smartsheet that looks at all active projects and pulls specific columns in. This allows us to look at a high level Gantt of individual tasks across all projects. I'm struggling with two aspects, though. I want to be able to filter to see what activities are happening in a given quarter. To do this…
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Anyone have a BRD Template?
Looking for a BRD template that someone may have built and wants to share.
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Smartsheet Solution - Dynamic Configurations
We are trying to develop a Smartsheet solution to replace an Excel file that is bursting at the seams and is running slowly due to the number of columns and rows. The existing Excel spreadsheets break down configurations, determining the number of units based on total volume and percentage. The ultimate desired end state…
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How do all users populate in a contact column as I type?
We connected our new account to SCIM and added in all employees in the company to Smartsheet. As we are using a contact column in a grid, those people are not populating as we start to type their name. We are not able to find information on why this is not working. Does a user have to accept an invitation and log in before…
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Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…
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How to recover deleted calendar from Calendar App?
My colleague accidentally deleted a calendar I created in the Calendar App that our team shares. How can I recover this? It's not in our deleted items. I do have the URL, currently seeing this error: Oops! The page you were looking for doesn't exist. (ErrorCode: 404)