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Dashboard / task health workstream
I’m using Smartsheet dashboards as slides for a bi‑weekly meeting. I have 10 dashboards, one for each project. Each dashboard pulls data from its corresponding project plan, including workstream health (IT, Operations, Commercial, Marketing) and completion percentages. Currently, the only way I can see what has changed…
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Dashboard
I am making a smartsheet "ticket system" to communicate between one group to another group to produce artwork. But I need a dashboard that only shows that person's tickets so that can view current, open tickets and make comments to them without seeing everyone else's tickets. Is this possible?
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Worksheet Access and Permission
Good afternoon. Hoping someone can help. I want a co-worker to have edit permissions to a sheet within a workspace. I first gave editor permissions only to the sheet. This didn't work, they couldn't edit the sheet. I then gave view permission to the workspace and editor permission to the sheet, but they still can't edit…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Dashboard for Different Users
We are attempting to use smarhseets for a ticketing system similar to Mojo's Help Desk solution. We would have a worksheet with a form sent to users to fill out the form depending on the ticket type. There are a few issues we need to figure out before going live, we have 4-6 people who "work" these tickets, they comment on…
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Owner of the sheets but only have Viewer access right
I have subscripted Pro user plan and currently work on 3 sheets. Two of the sheets suddenly not allow me to EDIT and I can see I only a Viewer of the sheet, but actually I am the only member of the plan. Really don't know how to fix the access right to be admin of those sheets.
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AI In Tables
I'm trying to look into using the AI tools for generating formulas on my enterprise acct. Is there a reason why it wouldn't be showing in my resources on the right side of the table?
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Moving rows to another sheet - Admin access
I have a very simple task list sheet. No timelines, dependencies, Gantt, %complete - just a list of tasks with status, priority and similar. When I set the Status column to "Complete", I want to (manually) move that row to an archive table with the same column set. A popup box says I need Admin access to move rows. I have…
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Automation: Request an Update
I created a "Request and Update" automation. The custom message includes a url link that is included in a column cell. I used {{column name}}. This is working great. The link is live in the email message. However, when opening the request, the url is not live. Is there a way to make the url live in the request as well? Is…
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Audit trail for sent emails from Smartsheet
Is there any way to see an audit trail of emails sent from Smartsheet? Emails sent via an automated workflow or from a project manager sending the email using the "File >Send as Attachment" or "File> Email shared users". I would like to track the email that was sent, the date and to who it was sent. This would cover…