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Push Global Template Updates Across Established Sheets, Reports & Dashboards
In order for our organization to scale the Smartsheet product across the enterprise, we are seeking a solution to have updates push globally to the project management suite that we've built. The impact to our workflow: We have to individually add updates to each project sheet in process Types of updates: Automations,…
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Email attachment when document is generated
I would like to see my generated document automatically send as an attachment (an actual attachment and not a linked attachment or update request link). In one of my sheets I have a document generate whenever a row is added, that document has to be sent out to our clients each day. The clients do not like having to click a…
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AUTO TASK ID HAS A FLAW - URGENT NEED TO FIX
The Auto Task ID column is auto-generated by Smartsheets and is supposed to be a UNIQUE identifier. Shockingly, it generated two of the same IDs, this is a SMARTSHEET bug. (Several formulas rely on this ID to be a unique identifier). Perhaps somehow two users saved the sheet simultaneously or something to create this bug,…
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Linking Sheet Attachments to Dashboard
Use Case Trying to create a policy and procedure inventory, created the sheet to be able to manage version control and restrict access to Senior Leadership etc, wanted to create the option that when the status on the policy is changed to 'Publish' then the attached pdf document to each policy entry is then available to be…
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Improve Accessible Navigation in Resource Management
In the last week or so I discovered a bug in the Project Description text box that only allows the user to move the text cursor with the left and right arrow keys on the keyboard. Smartsheet support have informed me this is by design (I am quite surprised to hear this), as I understand most text boxes on websites allow for…
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Portfolio Management: Team member part-time availability on Projects
I need the ability to set part-time availability for a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
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Ability to Remove Proofers
Sometimes we have a need to remove a proofer if they are no longer assigned to a project or they were mistakenly added. We have a fluid list of stakeholders and sometimes the people added to review should be removed. I would like the flexibility to remove proofers. Thank you for your consideration!
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Allow Admin to transfer single sheet ownership
As an admin, when folks leave the company, it is sometimes desirable to transfer ownership of Sheets to different users. Example the person was in HR, some of the sheets they own should go to Recruiting, some to Payroll and perhaps others to Benefits. As the Admin I would like to be able to transfer the sheets on an…
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Status field in RM should be synced to Smartsheet and vice-versa
Some conventions and mapping should be put in place to make it possible for those who want this functionality.
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Improved access to the Activity log
I use a SS with several collaborators who have the ability to send update requests to a much larger group of people. I often have to research who made a change to a row, but the activity log has very limited search features, and I usually can't wait a day or two for a Download. At the very least, please add a capability to…