-
Archiving- Quick Way to Turn off all Automation Workflows
We have hundreds of project sheets created and archived every year and when archiving, we have a process of turning off all automation workflows so that they are not triggered once the project is completed. Some of the sheets have +10 automations on them. It would be great if there was a toggle button that would turn off…
-
Formatting emails using automation
It would be great to be able to format the text of the emails that can be used for the workflows (bold, highlight, font, color). That would help make the text more readible for the recipient.
-
Options for the "Copy Rows" Automation
Hi, To implement my idea, I would need "Copy Rows" automation options where I can specify which cells of a row should be copied, where I want to place them (Top and Bottom), and if possible, an option to define in which columns my copied cells should be inserted. As an example, let's track ideas from around the world.…
-
Automatically Generate Process Maps for Projects/Portfolios
The template helper is useful when it shows the template sets setup with process maps. This request is for projects created from scratch - if we could have Smartsheet generate the process map automatically it would be super helpful Explaining to team, leadership, stakeholders - how things work Onboarding and training…
-
Subtract scheduled "Leave" hours from available hours to make utilization more accurate
Currently, leave hours scheduled are not subtracted from available hours. This skews the utilization calculation which is critical to our company's metrics. It is impractical to modify each user's profile for available hours every time a leave is scheduled. This should be an automatic calculation, or at least an admin…
-
Shared Docs as Templates
There are some documents that ALWAYS need to be shared with the same team. When I create these documents as templates, the setting for sharing them goes away. I need a template that I can use to create new documents and that automatically includes the entire team so that I don't have to re-share every time, or worse yet,…
-
Report - Send attachement options blank reports not sent
It would be nice if there was a funcationality on the send report as attachement sheduling options to have a re- occuring reports that send only when there are rows in the report to send. When the report is blank it doesn't send an email. Righ now I have weekly updates from a report for overdue items and the email…
-
Configure Outlook Integration - Allow new sheet creation from template
Would be great to be able to click from Outlook Email (like the current integration) but select to Create a new sheet from user template.
-
Have a group become the owner of a workspace or sheet
ISSUE 1- System currently only allows a single account as the owner of any item in Smartsheet. 2- This prevents a team, multiple users to have visibility of anything in a shared workspace (i.e. Sales, Logistics, Ops, IT, HR, etc.) needed for general collaboration. Private workspace can be owned by a single individual.…
-
Attachment restriction in the automation workflow
We have gathered feedback from end users indicating a desire to implement attachment restrictions based on the automation levels. Specifically, they propose displaying a distinct set of attachments during the initial or first-level review and then transitioning to another set of attachments during subsequent stages of the…
