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Modified SUCCESSORS() function to report more than just direct successors
WHY IS THIS USEFUL? This updated function would allow us to filter the spreadsheet for only the driving path to a particular row#. This would be similar to a filter for critical path, but enable much more flexibility. Current status: I've successfully generated a "Successors" column, listing direct successors of each row,…
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Copying and Pasting Contacts From Outlook
Smartsheet should implement the ability to copy and paste contacts directly from the "To" or "Required" fields within Outlook. If the system already has the contact listed it can match them to that existing entry. However, if the contact is new it should automatically use the information copied to create an entry. When…
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Creating Periodic based off date stamp
Since the option to record a date in a work flow can not be added in before copying rows action there is a work around. First record a date when a date is reached, set to the conditions within the periodic. Finish by record a date, do not assign in this work flow or copy to a data base that is automated to distribute the…
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Need critical chain method
Project managers need the ability to use the critical chain method and fever charts.
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Customizable Formatting in Automated Workflow Notification
The ability to customize the automated workflow notifications and incorporate branding into messages would be a great enhancement. The following enhancements would allow our organization to maintain branding within messaging and allow automated notifications to be easier to read and be actionable with customizable…
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Don't allow editing of workspace permissions when sharing an individual item
Managing sharing at the item level is proving very confusing for people. When trying to share an individual item most users don't realize that they need to leave the Workspace level sharing entry there and add a 2nd entry for item level sharing. Instead, they keep changing the workspace level permission, thinking they…
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Access Request - With Additional Information
Currently Access Requests come as basically "I want access to this sheet". But the problem is, and I am sure others have encountered this also, the company is so big. And we are using Smartsheet at a global level. So what started out as a sheet, report, or dashboard for our team has now gone so far beyond that. I need to…
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Report to list Smartsheet users who integrate with DocuSign
I would like a report/option to list users who are utilizing Connect to DocuSign. This will help me when it's time buy more DocuSign envelopes and have proper support.
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Improved PDF Exporting of Dashboards
I have created a dashboard that I would like to export to PDF to share to people that do not necessarily have Smartsheet and more importantly don't want to open links/attachments to get "quick glance" data. When I print as PDF I loose a lot of formatting and can't centre the data across the page. without customising…
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Sync Client between Smartsheet Project Sheet and Resource Management
Hello, Currently we are using Smartsheet and its integration with Resource Management. Projects are created in Smartsheet with a defined template and then they're imported on Resource Management. When the project is created in the first system, a lot of information are entered there, such as the Client. It would be very…
