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I would love to hear the best use cases that have worked for long-term solutions within your company. The more complex it is, the more I want to know how you did this!
We struggled with paper checklists for manger and supervisor standard work tasks (also known as leader standard work). We’ve created a control center blueprint that provisions checklist and dashboard tools for the individual user. They automatically recieve daily, weekly, and monthly task routines and subtasks. Leaders sign off through smartsheets moving tasks to archive. Teams and team dashboards are created to view completion trends, overdue check and checks ready for sign off. Site level completion rates can then roll up to enterprise levels views of site completion rates. It’s been a great tool to drive adoption and collaboration and leadership work standardization.
I'd love to hear from other more complex situations. It seems I'm not using all of Smartsheet's features yet.
Travel Policy and Laptop Loaner - One that our team is currently working on is using a data feed from government travel alerts to determine which places employees are traveling to on levels 3 and 4. Level 3 employees need a loaner laptop, and level 4 employees can't take any firm devices. The data feed comes in from 2 locations and cross-references to send out automation to the techs to prepare a laptop if level 3 or level 4 tells the traveler that they can't bring firm devices per policy.
Sorry it took me so long to get this out! You might enjoy this Smartsheet Christmas tree I created in Smartsheet. The Sheet Summary has a field ("Color Mode") that you can use to change the light colors :) I'm also attaching the excel file containing ALL the formulas you'll need to recreate it. SEE MY REPLY BELOW FOR THE…
I used the new feature with the dropdown column type where you can reference a single source sheet for dropdown values (thank you, Smartsheet!), but when I am creating my form, it doesn't show that field in the form —- see error message below. Has anybody experienced this and if so, what did you do?
I'm a visual person and I frequently find myself taking pause while trying to add on to automations that have multiple decision points due to the way the builder lays out the decision points. It slows me down and makes me second guess if I have placed the decision point in the correct location. The decision point is…
