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Template Idea for 1:1
Hello, I'm looking for a template or idea for my direct reports to use for a 1:1 documenting the agenda, discussion points, etc. It's one link for sheet/report for all team members, but each sees their part in the sheet or report. I'm not planning to publish it. Thanks,
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Meeting Management - Implementation of Template Set
Hello All, Has anyone implemented the Meeting Management template set who would be willing to share what works and what could be improved? We are looking at moving our minutes into Smartsheet (obviously), and I would like to understand a bit more. The "Getting Started Guide" for the Meeting Management template set is a bit…
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Dashboard Error - Not Saving
Created a dashboard and have everything setup. I went to save it, and got the above error. Called technical support but have been on hold for over an hour. Trying to figure out how to save my work so it doesn't get lost! Help!!
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Approval Workflow Options - Request More Information
Is there a process where approvers in a workflow can 'request additional information' and allow for communication that would be documented on the sheet with non-editors? The process right now is that people submit a request through a form and if something is declined, they have to start from the top and resubmit. My…
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Auto reference a file added to a folder that a Report is pulling from
I need help finding a way for my reports to automatically pickup new files. I have numerous reports that need to reference everyfile that is in a given folder. When these are first setup, it is very easy to select the folder for the "where" portion and it grabs every file within those folders. However, it doesn't appear…
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Is there a list of things free users can do?
I saw there is a list of things licensed users can do that free users CANNOT do, but I need to provide my company with a list of things free users CAN do. Help?
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Downloading attachements from multiple lines
Does anyone know how I can download attachments from multiple lines in one go ? Thanks
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Daily Approval Reminder
I have a workflow setup to decision exceptions. The options are approve, decline, and submitted. I am trying to create a daily reminder for when a request is in submitted status to remind the recipient to take action and the ability to complete the decision should be in the reminder. I reviewed the forums, however, the…
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Reports and Sheets limited to printing 100 images only
One of the team has asked about printing to PDF a Sheet that contains more than 100 images embedded in the Sheet (not attachments). When attempting to print, only the first 100 lines of data is displayed. Has anyone worked out how to overcome this? (I don't want to have to separate PDF's.)
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Copy row to another sheet help
I have a Task Request sheet that has a column listing the name of the Project to which the task belongs. When a new task is created (from a form) and the requestor has selected the Project it belongs to, I would like to create an automation that copies the task row to sheet that has the same Project name. If there's a…
