-
Getting Started Tutorial for Customers
We have built out a 'project portal' of sorts made of up several sheets, reports, and dashboards. I'm looking for anyone who has done the same and/or built a 'getting started guide' for customers to understand how the project will be managed utilizing all these components (information, status, collaborations, etc.). Anyone…
-
Counting criteria from a multiple drop-down column across multiple sheets
Hello, I'd like to show the number of tasks each person on my team is working on in a roll-up sheet. On all my project sheets, the 'Assigned To' column allows multiple names. When I attempt to aggregate the number of times a name appears in this column on all the referenced sheets, I get an incorrect number (no formula…
-
Resource view by row on sheet
We have a sheet in which we track the various projects on which our team is working. Is there a way to use resource planning to see what is making up the % allocation value in the resource view. For example, what I see now is this: What I want to see when I expand each name is the projects on the sheet that make up the…
-
Approval Workflow
I am wanting to create an approval workflow that requires different levels of approval. The number of levels depends on where the request is coming from. As an example request comes in that requires Director, VP, and CEO approval to proceed, but I do not want the next level to see a request that was denied by the lower…
-
Alert on broken links between cells
Anyone know if it's possible to perform a workflow/alert when a link between smartsheets has been broken? The app obviously knows this has occurred because of the red arrow the cell has, but I can't find a way to alert on this (seems like a really good condition to alert on). If not, FEATURE REQUEST ;)
-
Smartsheet Enhancement Request: Change Value Workflow
I would like to be able to use the current workflow system to be able to trigger smartsheet to change a value to a pre-determined static value specified in the workflow. This can be used to simplify many formulas, but most of all it would create a button like functionality for initiating move and copy workflows I have…
-
Reminders email notifications
Good morning all, I have a question regarding email notifications sent when a reminder is set in a row. Is there a way to set the reminders emails to be delivered at a specific time on the due date specified? Every time we set reminders, we are getting the notifications between 2 and 4 am. This is a bit impractical as…
-
Reminder visibility
When adding a reminder to a row in Smartsheet, is it possible to have the reminder visible only to the person creating/entering the reminder? I'm thinking this is not possible in Smartsheet now - if it is possible, please advise! Does anyone know if there is a plan to have this available in future? Thanks, Olli
-
Customize Auto Email
Hello, I am wanting to have completed forms auto emailed a confirmation (i.e., approval). This will help us cut down on manually emailing individuals that have submitted information to our form that they have been approved. So far, the only thing we can figure out is to send the attached image. It does not look that…
-
Can I break down my main sheet into sub-sheets?
Hello, Wondering if there is a way to break down my main sheet into sub sheets. The reason for this, is that my main sheet has a lot of data used to support a report and dashboard. I would like to make additional dashboards for specific groups. I don't want to build filters into my sheet summary that will reflect this,…
