-
Automated Dashboard Snapshots & History
Problem: Current Limitations Ephemeral Data: Dashboards are "always live." As soon as the underlying data changes, the previous state of the dashboard is lost forever; there is no native way to view "what the dashboard looked like last Friday." Manual Workarounds: Users must manually use snipping tools or "Print to PDF"…
-
Card View in Dynamic View
Can you please introduce card view as an visualization option in Dynamic view? Our users really like card view for quickly organizing data visually, however, we're unable to present this view in dynamic view, which is how we're trying to give secure access to the data instead of giving them view only access to the sheet.
-
Attachment capability for Docusign integration
It would be fantastic if there was the ability to attach files in the Docusign generation. It would make a large-scale project that our group performs every year much faster and easier for all of the users.
-
Custom Message when Form Disabled
When I de-activate/disable a form, I would like to display a custom message. Right now it says, "The form you are attempting to access is no longer active." I would like for it to instead say something like, "The form you are attempting to access is currently under construction - please check back soon! You can contact…
-
Editable AI Dashboard Widgets & Dynamic Data Sources
Problem: Current Limitations Locked Data Sources: Once an AI-generated chart is created on a dashboard, the underlying data source selection is locked. You cannot simply "Edit" the widget to add a new sheet. Inability to Scale: If a project expands (e.g., a new team sheet is created), the existing AI visual cannot be…
-
Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
-
Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
-
Native Burnup Charts with Automated History Tracking
Problem: Current Limitations Complex Setup Required: Creating burnup charts currently requires advanced formula knowledge, "helper columns," or separate sheets to manually capture historical data snapshots. No Native History Tracking: Standard charts only visualize current cell values. There is no simple way to plot "what…
-
The "Master Program View" (Dynamic Sheet Aggregation)
Problem: Current Limitations Reports are "Flat" Lists: Current Reports can aggregate rows from multiple sheets, but they function as static lists. They cannot perform project logic (dependencies, duration calculations) across those sheets. No Cross-Sheet Critical Path: There is no native way to identify a "Critical Path"…
-
Group Columns in Grid
Hi! I use a really large grid-style Smartsheet to track all aspects of project development and health. It would be very helpful to have a way of grouping columns. The hierarchy for rows works great, but I think with columns I am just looking for a way to clean up my views. I feel like the best (and only) solution right now…