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Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Sending email to create a row in Smartsheet
I am looking for a way in Smartsheet, wherein employees will create an email and send to a specific email address and once sent it will automatically create a row in Smartsheet(not using add in). Is there a set up in the email address that I can do to connect it to Smartsheet sheet just like a ticketing system? Is this…
New Admin Sharing Notifications
With the new update I've noticed that everyone with Admin permissions is getting a notification if someone wants to be shared to a sheet. Is there a way to turn that off and only allow the Admin or the new Asset Owner permission levels to be the only ones to have that ability?
Can user WITHOUT a license who has Sheet permissions set to 'Editor-Can Share', share a Sheet
I have a consultant, who does not have a license, who I gave Sheet permissions 'Editor-Can Share'. They attempted to share the Sheet and received an error message saying that they do not have "sufficient permission to modify sharing on this item". As far as I can see they have permissions, so I don't know why they are…
Some contacts are grayed out (greyed out) instead of showing initials
In "My Smartsheet Contacts" view, these contacts show their initials in a colorful circle. However in the Smartsheet itself, the circle is gray and a "no picture" icon. (see my photo attachments) This is consistent in all of my Smartsheets for these individuals (old and new sheets). All other individuals in the same…
Introducing New Password Complexity Requirements
Introducing New Password Complexity Requirements The introduction of new password complexity requirements aims to enhance security, but what specific changes do these requirements entail? How will they affect user experience and compliance across organizations? Understanding these updates is crucial for ensuring effective…
Is there a way to start a task as soon as possible with a FF dependency?
What I'm looking to do is create a finish-to-finish dependency where the end date is extended but not the duration for a given task. This way a task can start immediatly but it may finish later than the duration. This way the duration of the task can outgrow the FF dependency but never be less than the FF dependency end…
Document Builder Alignment Issues
Hoping someone can help! We are using the document builder to get signoff on Change Requests for various projects. I have created a PDF and have customised it with the Prepare Form in Adobe. E.g. assigned a size, font, rich text, multiple lines (all the properties are the same in the PDF doc) I have matched the width and…
Controlling Asset Permission Levels
I have a feeling the answer is NO, but wanted to confirm. We are considering upgrading our Enterprise plan, but need to consider the significant price increase if we upgrade, so we are looking to cost structure variations based on what our users are doing in Smartsheet. We want to control the assets being shared not only…
How do I prevent the Workspace panel from opening automatically?
Starting today, the Workspace panel opens every time I refresh my reports, which is constantly. Is this a new "feature"? I save and refresh my reports dozens of times a day and am now wasting time closing the Workspace panel so it doesn't block columns from view. Is there a setting I can change so the panel only opens when…
What is the difference between the Card View and the Board View?
I have yet to discern the benefits of using one over the other. Any help would be appreciated. Thanks

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AI icon disappeared
I noticed the AI icon disappeared and I am unable to use AI in my sheets.
Why am I not getting a workflow notification email when I trigger the action?
A notification is triggered when I or one other person enters a date in a field. When the other person enters the date, we both receive the notification email; however, when I enter the date, the other person receives the email, but I do not. The other person is the owner, I am an admin if that makes any difference.
Can licensed users from other companies input into our company smartsheets?
As before, we are moving our licensing over to the new plan and we share our sheets with our customer. Many thanks! Jo

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