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Request Approval from Row
Hi, It would be great to have a "Request Approval" from a row, rather than relying on automation. E.G, right click the row, Request Approval, select document / columns, send, record the response in column X.
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Automating BRD Creation in Smartsheet
Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents within the platform. We do have forms, however this doesnt line up to the likes of a BRD that may want to take multiple…
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Report over Report or Sheet over Report function
It would be nice if we can create a sheet or report which make references to a field on a sheet summary report instead of referencing to underlying sheets. I currently created a project plan template where there is formula built into the sheet summary to pull information from project plan to sheet summary. Then I created…
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Flow chart
Would be fantastic to have Smartsheet generate a flow chart based on the predecessors/dependencies from a project.
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Overlay Google/Outlook calendars on a Report in calendar view
We are already able to overlay Google and Outlook calendars over the Calendar View of a sheet, but we do not have that ability in a report. This would allow our users to create reports of assigned tasks across multiple projects and then see their non-project timeline events overlayed across their full project spectrum.
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Approval workflow: make comments required with decline
I would like to see an option "when someone selects reject or decline, require a reason or comment". From what I can tell, there is no option for this.
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Allow for a "standard filter" or "standard sort" to always open in dynamic View
I cannot find a way to where everytime a dynamic view opens, "sort" based on Completion Date. It puts it in row order but I need it in completion date order.
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Conditional formatting based on text rather than cell.
A conditional formatting option to give text based conditional formatting rather than cell based. I work with tables similar to the one imaged below where I have to color the text based on criteria on the left depending on the climate. Unfortunately, this is fairly difficult to do. I am unable to color text based on…
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Conditional formatting: remove condition, task bar changes even for parent rows, "or" options
Conditional formatting could be improved with the below options: remove condition: once I have added a condition, I cannot remove it. It's possible to change/edit it but can't completely delete. "or" options for additional condition: in the above the additional condition can only be added with "AND" logic but in some cases…
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Conditional Formatting / By User
Adding my thoughts here on Conditional Formatting. Not everyone likes to see "color coding"/conditional formatting on sheets. It would be a great feature to have Conditional Formatting settings by user just like filters. If I set it up only I can see it unless I check the box "Share Conditional Formatting".