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Table View - Activity Log
Hi there, is there a way to make sure activity log is running when people open the new "table view" in Smartsheet? At the moment, the collaborator shows up as an icon in the top right corner, but there is no record of the collaborator viewing the sheet. If opening in grid view, the activity log works as expected. many…
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Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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Submitting forms for approval
Any help would be greatly appreciated! We have a 3-step process for travel approvals. I am able to get the forms to the correct people. I now have a request for the ability to add comments during the approval process. Staff submit request via Smartsheet form Automation forwards the form to the manager for approval Once…
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Automations no longer including attachments in emails
I cannot see that this has already been escalated, but I apologize if I'm duplicating a question. Earlier today (around 9AM) my automations were working perfectly and all emails were including attachments as normal. Around 12PM that suddenly changed and now emails no longer include attachments. I've confirmed no changes…
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Creating new Sheets in "Sheets" folder
As someone who has used Smartsheet for the past 6 years, I'm embarrased to say this but I can't figure out for the life of me how to create a new sheet in my "Sheets" folder! If I browse to the Sheets folder and then click on Create (in the upper right corner or in the left navigation pane), it takes me to the page with…
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Unable to reply to comment with "Edit by Anyone" Publish Option toggled on
Hello! Please help me settle a debate: If a sheet is set to publish and it's set to editable by anyone, can a viewer reply to an email to post a comment? OR do they have to always access the publish link directly to respond to the comment? Someone's "Viewer" collaborator on an asset is receiving a "Your recent reply…
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Tutorial for users not builders
Hello, I'm creating smartsheets for my team, but they have never used smartsheets before. I'd love for them to watch a tutorial on the basics of using a sheet, but that skips all of the building/editing. They won't have to create automations or link anything; I've built all of that. They will just be responsible for…
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Is Smartsheet HIPAA Compliant?
I work for a behavioral healty practice and we are interested in using this tool to manage several projects NON related to any patient or confidential information. We would have to integrate those record keeping systems for this to become an issue with compromising that type of personal data?
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Notification Bell Shows Alerts but No Notifications Appear
Has anyone else encountered an issue with the Smartsheet Notification Center where the red badge on the bell icon doesn’t clear? Mine has been showing “2” unread alerts for several days, but when I click on the bell, the panel says I’m all caught up with no notifications to review. I’ve already checked for update requests,…
