Using Smartsheet

Want to know more about using forms? Interested in better understanding automation? Want to see what's possible with dashboards? Post your question or discussion to Using Smartsheet.

Discussion List

  • Adding attachments from Gmail
    In Using Smartsheet
    My company recently migrated our email to Google Workplace Mail. We previously used Outlook and I was able to drag an attachment from an email to a Smartsheet row. Why am I no longer able to this? I'm aware of the Gmail add-on but its mo…
    Answered - Pending Review
    9 1
    Answered - Pending Review 9 views 1 comment Most recent by Aravind GP
  • Tips & Tricks for the new experience
    In Using Smartsheet
    Hi everyone, I hope you're well and safe! I thought it would be a good idea to start a thread with tips & tricks for the new experience. Here's my first one, and it's a big one, IMHO. Full-Screen View Have you found any? I hope th…
    7 0
    7 views 0 comments Started by Andrée Starå
  • Admin Access Issues
    In Using Smartsheet
    Hello, Ever since updates took place last week, my admin/editor access is no longer working. I have been unable to make edits or changes on our onboarding tracker. The owner of the sheet has tried to remove and re-add my access, I have als…
    Accepted
    11 1
    Accepted Answer 11 views 1 comment Most recent by Bassam.M Khalil
  • Report bug: save as new and change filter to on current user = blank report
    In Using Smartsheet
    I've noticed a couple of times where if I take an existing report, 'save as new' and then change a filter to 'current user' in a contact list column, the report is blank. Whereas, if I create a new report and setup it up exactly the same w…
    Answered - Pending Review
    7 1
    Answered - Pending Review 7 views 1 comment Most recent by Bassam.M Khalil
  • Dashboard Notifications
    In Using Smartsheet
    Hi, I set - up a dashboard recently for a client and would now like to automate updates to be sent to the client via email when changes are made to the dashboard. i.e. when a new link is added. Is this possible yet? I understand you can do…
    Answered - Pending Review
    126 3
    Answered - Pending Review 126 views 3 comments Most recent by Andrée Starå
  • Conditional Formatting Using AND
    In Using Smartsheet
    Hi I want to apply conditional formatting to grey a row out where someone is one of the family leave options e.g. Maternity Leave and the date is in the future (as if the date is in the past I don't want it to show as greyed out). I have …
    Accepted
    23 13
    Accepted Answer 23 views 13 comments Most recent by Bassam.M Khalil
  • Print Grouped Reports in PDF?
    In Using Smartsheet
    Hey everyone, I am trying to print a report where I have Grouping by date. The format is super awesome on screen but when i go to print, it prints the non-grouped report. Is this possible?
    Answered - Pending Review
    6 1
    Answered - Pending Review 6 views 1 comment Most recent by Andrée Starå
  • Reports: Filter based on Current Month
    In Using Smartsheet
    Hello, One of our clients has a sheet which tracks data by month for a number of regions. They would like to display only the current month's data on an Executive level Dashboard, therefore displaying the data for all the regions together …
    Accepted
    13 2
    Accepted Answer 13 views 2 comments Most recent by Giles Magee
  • Contact Groups
    In Using Smartsheet
    Is there a way to tag contact groups in conversations? Same thing for tasks. We have some groups that are large that it would be easier to @ the group instead of 5+ individuals. This would also help when new group members are added.
    Answered - Pending Review
    6 1
    Answered - Pending Review 6 views 1 comment Most recent by MCorbin
  • "Could not complete this action" Error
    In Using Smartsheet
    Recently several users I support are receiving the following error on Android devices: Can anyone suggest a solution? This does not appear to be a connection issue as indicated.
    Answered - Pending Review
    13 2
    Answered - Pending Review 13 views 2 comments Most recent by Suzanne Ashford