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Introduce Yourself
I'm thrilled to introduce myself to the SmartSheet community! With over two decades in the financial services arena, I've honed my skills as an IT professional, focusing on process improvement, risk management, and, like you, project management. I'm passionate about aligning IT strategies with business goals, ensuring that…
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Introduce Yourself
My name is Debbie and I was hired just a few months ago to eventually become the Smartsheets go-to person at our firm. We are hoping to transistion all of our project management into Smartsheets. I am excited! I am very impressed with how much help is available for newcomers and love learning all the the tricks of the…
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Shortlisted as Finalist for an industry award, in the category of ''Rising Star'' 2023
I'm thrilled and excited to share with my Smartsheet community, that I am a finalist for the Access All Areas Conference & Awards, in the 💫 Rising Star category💫. This was based on my implementation of Smartsheet WorkFlows /Reports /Dashboards /Data Analysis ... in the workplace After a few months in the company (2021), I…
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Proposal / Quote software integrations
Hello, I've been trying to use the PDF generator for a while now with the docusign integration to generate quotes / proposals to send to clients. However, due to the amount of data needed to generate this document, it has become very time consuming to set up and limiting in terms of structure. I just wonder if anyone has…
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Introduce Yourself
Hi everyone, my name is Jervic and I am currently a Project Manager providing digital solutions to my clients, one of the most solutions I provide is developing a SmartSheet Data Frame for them to use in their accounts and or projects. About me: I play the piano, I love dogs, I love to go adventuring (i.e. hiking,…
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VIRTUAL EVENTS!
Hi everyone, I am Marco from the Philippines! I'm currently working with Vertiv as a Senior Lead Specialist for their Virtual Events taking place around the globe. I am new to Smartsheet and I believe this will be a helpful tool for us in order to device our own Global Event Request Forms and Trackers. As for my interests,…
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Local Government Clients Using Smartsheet With Workday
Hi Community, I wanted to poll the user community for any State, Local Government and Education clients using Smartsheet for Contract Administration and also using Workday as their Finance or ERP solution. Whats been your experience? Do you have an integration set up? Did you consider any other options for CLM before…
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October Question of the Month 💭 Join the conversation and receive a badge
Hi everyone, We're ready to kick off October with a new question and opportunity for you to earn some badges and points while getting to know your peers! What is one thing that scared you until you did it? Could be joining a new company, taking on a new project, sky diving or something else. Drop your answer in the…
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Document Control Using Smartsheets
@Chris Mondeau thank you for your help in my original post. I thought I would re-post here for everyone else within the industry could share. Hi Team, I work in the construction industry as a joiner and as part my day to day, I received architectural plans. Is there a way to set up a Smartsheet as a Document Control…
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How are you documenting your processes and workflows for training/reference?
We have been creating and modifying our marketing intake and implementation workflows for close to two years now, and (despite these being ever-changing) we're ready to officially document these processes for users to reference. I was going to just use Word (and a table of contents) to document, but I'd like to hear from…