Staying on the Same Sheet

Managing distributed teams has new challenges, with more teams working asynchronously than ever. In this forum we share best practices for ensuring transparency, team alignment, and collaboration.
 

Discussion List

  • New Work Life/Reality is now Staying on the Same Sheet
    In Staying on the Same Sheet
    Hello Smartsheet Community,  After over a year of working through new challenges and adjusting to a “new norm” when it comes to the way we work, we are now transitioning this group to “Staying on the Same Sheet”. We want to hear from you o…
    37 0
    Announcement 37 views 0 comments Started by Maxwell Griffith
  • Smartsheet Community profile transfer to new account
    In Staying on the Same Sheet
    Hi, I'm trying to determine if the following can be done Transfer my discussions and community profile to a new email address / Smartsheet account? I've tried changing my email in my profile, but it doesn't take. I assume this is probab…
    Accepted
    9 2
    Accepted Answer 9 views 2 comments Most recent by Darren Mullen
  • In office tracker w/ Calendar view
    In Staying on the Same Sheet
    I'm challenged by trying to come up with a simple, efficient and creative method to create a sheet(s) that I can use to track approximately 20 or so colleagues on what days they'll physically be in the office. We're moving to a 3/2 flexibl…
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Jason Duryea
  • Is it possible to see which form was for entries on a sheet?
    In Staying on the Same Sheet
    I can't figure out how to use a sheet with multiple forms and then how to tell which entry was submitted using which form. For instance, I am sending out 6 different forms that all belong to one sheet. These forms all of slightly different…
    Accepted
    24 3
    Accepted Answer 24 views 3 comments Most recent by Andrée Starå
  • How do I get a list of all SmartSheets and their owners?
    In Staying on the Same Sheet
    I'm having some difficulty figuring out how many SmartSheets our organization has and who owns which ones. It seems to me that there should be an easy way to find this information as an administrator but I am simply not finding it.
    Answered - Pending Review
    36 2
    Answered - Pending Review 36 views 2 comments Most recent by Jabeck
  • Anyone have any guidance on how best to document workflow?
    In Staying on the Same Sheet
    ... or, "SmartSheet, meet Process" I have a reasonably complex process built out in SmartSheet but need a way to: More easily document the flow, along with all branches; Create a process flow diagram from the existing SmartSheet…
    Accepted
    111 4
    Accepted Answer 111 views 4 comments Most recent by Ruth Barrett
  • Desk Hoteling
    In Staying on the Same Sheet
    Has anyone built a solution for the daily assignment of desk? We are going to use the Jobsite template to check people into the office and assign training however, we need a way to assign desk each day. Thanks in Advance Levett
    Answered - Pending Review
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    Answered - Pending Review 200 views 2 comments Most recent by Kate Wilson
  • Non-Smartsheet Users Email Notifications
    In Staying on the Same Sheet
    Hi :) I am a Chief of Staff and I usually build "request" forms for a staff of more than 2k users. Not all of them have an account on Smartsheets. When they submit their "request" form, i want to be able to send them …
    Accepted
    24 4
    Accepted Answer 24 views 4 comments Most recent by Andrée Starå
  • Physician staffing plan
    In Staying on the Same Sheet
    I have been asked to develop a physician staffing plan, along with recruiting tracking, and various dashboards that show staffing trends over time to understand gaps. Does anyone have something similar they have developed or would like to …
    Answered - Pending Review
    35 1
    Answered - Pending Review 35 views 1 comment Most recent by Maxwell Griffith
  • Certification Badge Transferred
    In Staying on the Same Sheet
    I took and passed the product certification exam on December 2, 2020 under my previous employer Booz Allen Hamilton account. I no longer work for the firm, however, would like to get my badge transferred to this profile? Please advise. Th…
    Accepted
    56 2
    Accepted Answer 56 views 2 comments Most recent by Genevieve P.