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Handling multiple reviews in an approval workflow
Hi all, I have a number of processes with multiple approvals, that requires the approver to be able to send back the request for a review or update (as many times as needed), before approval sends it to the next approver. As Smartsheet doesn't have a built-in "review" option I am currently working around this by having the…
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Request approval not coming via email
Hello, I have and automation set that request approval. But all those approval request only appear in the Smartsheet ecosystem, nothing coming via email. I need the approval request to come through email. It says in Smartsheet video instruction for approval requests, that not even a license or account is required for…
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Smartsheet cardview KPIs per month
how do I design a smartsheet so I can see KPIs with sublevels per month in cardview?
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Automation: Send to contacts in a cell
I'm building an automation to send a reminder to contacts in a cell but it doesn't let select the cell with a dropdown. Is there a workaround?
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Form Default Values
I would like to create a form that collects the Requestor's name. I do not wish to use the 'Created by' feature. Instead, I would like the requestor to be a default value set to "current user" and the that can be editable via a dropdown list of contacts. Is this possible? Further, I'd like to collect a date and would like…
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New AI - text prompt wiped out all my data
I was trying the new AI - text prompt and all of a sudden it wiped out all my data in the cells and apparently did an autosave even though it is not set to do that. When I go to the Veiw Activity Log I can see it changed all the cells to blank and there was the message "Card View: Cards Reordered Indirectly" at the very…
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Creating a Portfolio View for Project Outcomes
Hello- I am trying to create an executive view for our portfolio that highlights the Project owner, status, summary, and then active issues, risks and changes. Mock up: I have created summary fields within the project plan, QRAIDD log and change log in order to get the count like my mock up above and am creating a summary…
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Seeking Assistance with Smartsheet for Task Management
Hi all, I’m very new to Smartsheet and am keen to explore its features with the goal of eventually rolling it out in my work area. I have an enterprise license assigned through the Government. In our area—Media and Corporate Communications—we receive many tasks through Microsoft Outlook. These often include requests for…
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How do I gather and display info for this dashboard widget?
Hello Everyone! I have a dashboard that is tracking the progress of several projects. My audience had requested a visual representation of where each project is in the PM Phases Initiation, Planning, Execution, Monitor and Control, Closure I have created a sheet summary report that shows in words where each is is but they…
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Browse tap disappear how can I bring it back
Hi there, For one of my folder the browse tab disappears when I click in one of the pages for a particular work spaces, but It does no other work spaces. what can i do so it shows on the page again
