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How to default your view setting
Hello Smartsheet community, I am wondering if there's any way to default your view setting to Gantt (or others) when you created a new blank sheet? I want to avoid changing the view setting every time my team and I are going into the sheet. Thank You!
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Enhancement Request Searches
Is there a way to search the existing enhancement requests?
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Resource Management - Organization-Level (Roll-up)
Hello Everyone, We are new in using smartsheet and is in the process of preparing for a pilot. I just want to ask if there's a way for us to report out resource allocation/overallocation on an organization-level? I have seen an option to turn on resource management on a project-level, however, unsure if this function has a…
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Audit Trail with Admin modification
Is there any option to notify business owner (after modification done by admin or sheet owner) in case of manual approval in the sheet instead of workflow process. Management or business owner should aware the changes done by admin or sheet owner. Thanks
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Approval Workflow
Dear Sir/Madam, Kindly note that email is not capturing while Approver forwarded to another user in absence of Approver. If Mr. Sam is approver for request # 123, Mr. Sam is in leave till end of month so he has forwarded approval request to his Personal Secretary Ms. Tina as a delegates approval. Tina approved the request…
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Open a new tab when clicking the sheet link on a Dashboard
Hi All, I got a dashboard as shown below. When I click the sheet link on the dashboard at the red circle , it opened the sheet on the same tab of the browser that replace the dashboard screen. How can we open that sheet on a new tab so that I can see both the dashboard and the sheet on two seperate tabs? Thanks in advance…
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Long labels in Forms breaking words at random
When labels in a form are written out as a question, they can become quite long. We are noticing that labels that may be two or more lines are breaking words across lines. Is it possible to format the labels in some way, or prevent this from happening? Or should all labels in Smartsheet be limited to a specific character…
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Import Malfunction
Hi there! On 3 occasions now I have noted that when I try to utilize the "import" feature within SmartSheets, the information that I import never saves. Post importing, saving, and confirming the "properties" (that is in fact saving/registering that this is a new sheet), once I leave the sheet and come back all the…
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Webinar Recording: Create Custom PDFs Faster with Document Builder
Missed the webinar? Watch the recording. Create custom documents with row data and advance your business processes faster using document builder, the newest product capability from Smartsheet. In this webinar, learn how to: Map columns in your sheet to the fields in a fillable PDF. Quickly generate custom invoices,…
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Can the naming conventions for Card View Levels be customized?
I would like to rename Level 1, Level 2, Level 3, etc... to Epic, Feature, Capability, etc... Is this possible?