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Product feedback: Unable to enter user comments in dynamic views with a filter
I've encountered an issue while implementing a feature in a dynamic view with both a filter and user comments enabled. Here's the problem: The view permits users to make updates to the record in the 'data' tab, but it forces them to 'save' it before transitioning to the 'comments' tab. The challenge is that, due to this…
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Work with Tableau to Establish Smartsheet as a Named Connector
Our Tableau server admins will not approve the implementation of vendor provided ODBC drivers or other extensions. While the WDC connection is functional, they can be flaky and unreliable when scheduling the refreshes from the server. Ideally Smartsheet could work with Tableau to be added to the Named Connections list or…
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Increase design abilities on dashboards
I am working to create an interactive org chart on a dashboard page. So far I have laid out my individuals within the organization, noted their names and titles, linked their photos to job descriptions and contact info, but I would really like to add lines to show hierarchy and even add background shapes to group the teams…
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Widgets from Reports
I would love the ability to add a widget (sums, counts, etc.) right from a report instead of having to do a pivot table to get the same information for a cleaner looking widget.
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Dashboard enhancement to title area
I would like to see the title area of dashboards compressed. Feels like there is a lot of wasted space. See image below for suggestion. An entire bar dedicated to a logo and search box is too much. Having the dashboard name and menus in the same space would help. In general, current dashboard configuration makes it hard to…
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Resource Management: Include 0% allocations in analytics and data extracts
Smartsheet RM allows a resource to be assigned onto a project on 0% basis (for example, you might want them to be able to record time against the project, but on an adhoc basis without them needing to dedicate a specific % of their time; or you know you'll need that resource during a given date range but are awaiting…
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Removing overlapping assignments in RM should have cleaner implications in Smartsheet
Currently, if you go to Schedule view and add a task for a resource over existing tasks, select the Allocation in the hover menu for the new task and select 'Remove Overlapping Assignments', it will create a schedule block for that one task where no other tasks happen concurrently. Problem is, for each of those other…
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Accounting for resources different countries and regions in Resource Manager
This is in regard to holidays and currencies mainly. For example, the only holiday US and Australia share in common are Christmas Day. For the rest, you would have to create leave types and cannot pre-fill them as blocked days for resources. As for currencies, really no visual or reporting difference between US, AU, NZ,…
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Changing allocation % in RM doesn't change it in Smartsheet, although resource assignee changes
If % allocation change in RM does not sync back to Smartsheet because it is a parent or ancestor task, why is it that changing the resource will sync back, no problem? I argue there is nothing limiting the allocation% change in RM from sycning back to smartsheet in this context since there is no underlying correlation to…
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A single user profile setup across all Smartsheet products
We should be able to have a single point to enter and maintain user data across all Smartsheet products. Right now you have two areas to set up and maintain user information if you use the RM tool along with the Smartsheet Core product. This user information should ideally live in just 1 place and Smartsheet should be able…